Kirstie Theriot
New Iberia,LA
Summary
Customer service and insurance professional with experience in policy servicing, claims-related inquiries, CRM/ECRM systems, data entry, account management, and administrative support. Strong communicator with a proven ability to resolve customer concerns, maintain accurate records, prioritize tasks, and provide professional service in fast-paced environments.
Overview
1
1
Certification
10
10
years of professional experience
Work History
INSURANCE CUSTOMER SERVICE REPRESENTATIVE
Agency Resource Solutions
03.2023 - 09.2026
- Utilized CRM/ECRM system to manage customer accounts, document interactions, and efficiently resolve customer service inquiries.
- Navigated CRM systems to access customer information and provide timely, personalized service.
- Resolved client inquiries regarding coverage, billing, and claims status with clear communication.
- Enhanced customer satisfaction by promptly addressing and resolving insurance inquiries.
- Strengthened client relationships with timely follow-ups on outstanding issues and concerns.
- Maintained accurate customer records and updated account information within CRM systems.
- Used CRM tools to track customer interactions, service requests, follow-ups, and account activity.
- Managed policy service requests, endorsements, and cancellations with consistent accuracy.
- Supported account retention by addressing service concerns and processing timely follow-ups.
- Streamlined administrative workflows to improve turnaround for policy servicing tasks.
- Maintained accuracy in customer databases through regular updates to contact information, policy details, and claim history.
- Increased policyholder retention through exceptional customer service and detailed explanations of insurance coverages.
- Maximized policy renewals through diligent tracking of expiring policies and proactive communication with clients regarding renewal options.
- Coordinated documentation updates across coworkers, agents, and internal service systems.
- Reviewed applications and policy changes to identify errors, omissions, and compliance issues.
- Assisted underwriters in risk assessment by gathering relevant information to aid decision-making.
- Ensured regulatory compliance by staying updated on industry standards and changes in state laws pertaining to insurance practices.
DATA ENTRY CLERK
Hi-Tech Tubular Services
New Iberia, LA
03.2020 - 05.2020
- Filed and organized paperwork; recorded invoices in the data system; and retrieved and tracked paid invoices.
- Handled shipping and receiving tasks and entered and verified high-volume data with strong attention to accuracy.
- Verified source documents and corrected discrepancies before final data submission.
- Updated spreadsheets and maintained organized electronic files for easy retrieval.
- Reconciled records between paper files and digital systems to maintain consistency.
- Used computer software to store and retrieve data and followed established data-entry protocols.
- Corrected data-entry errors to prevent duplication or data degradation.
- Created spreadsheets for more efficient recordkeeping and used techniques to increase data-entry speed.
OFFICE ADMINISTRATOR
Buckfins-N-Feathers
Broussard, LA
09.2018 - 09.2019
- Answered incoming calls and routed callers to appropriate departments.
- Sorted and filed paperwork and maintained organized employee records.
- Used QuickBooks to complete basic bookkeeping tasks.
- Handled shipping and receiving for incoming and outgoing items.
- Prepared daily reports for review and completed customer background checks accurately.
BARTENDER
Emerald Billiards
New Iberia, LA
09.2017 - 07.2018
- Prepared cocktails, beer, and mixed drinks while maintaining fast-paced service during peak hours.
- Managed server payment transactions efficiently at the register., tracked transactions, and managed POS orders, tabs, and cash handling accurately.
- Greeted customers and provided courteous service, enhancing overall guest experience and satisfaction.
- Replenished liquor, beer, garnishes, and supplies to maintain efficient service flow during busy periods.
- Restocked liquor supplies regularly to ensure availability for service., beer, garnishes, and supplies to maintain efficient service flow during busy periods.
- Processed server payments, tracked transactions, and managed POS orders, tabs, and cash handling accurately.
- Managed cash handling processes to ensure accurate financial reporting. to maintain financial integrity., opening and closing duties, sales reports, cash drawers, and inventory.
- Cultivated loyal clientele through consistent, friendly service and extensive product knowledge.
SERVER/BARTENDER
Hook'd Up Bar & Grill
Youngsville, LA
01.2017 - 05.2017
- Delivered attentive table and bar service with accurate order entry and a focus on guest satisfaction.
- Crafted cocktails quickly and accurately to meet customer preferences and maintain service flow. and poured beverages with consistency and speed while maintaining accurate tabs and cash handling.
- Addressed guest concerns promptly to resolve issues and maintain satisfaction. professionally and helped preserve positive dining experiences.
- Managed and verified server transactions to maintain financial accuracy. and processed transactions while monitoring accuracy and compliance.
- Coordinated food and drink orders between front-of-house and kitchen staff to reduce delays.
- Maintained a clean, attractive, and well-stocked bar; verified drinking-age requirements; and followed safe alcohol-service practices.
- Used knowledge of beer, wine, and spirits to make recommendations and support food-and-drink pairings.
- Built relationships with repeat customers through attentive service and personalized recommendations.
- Regularly checked bar stock levels to ensure adequate supply for service levels and replenished materials to maintain service readiness.
Education
High School Diploma -
Erath High School
Erath, LASkills
- Insurance terminology
- Claims processing
- Policy analysis
- Complaint handling
- Customer service
- Microsoft Office
- Computer proficiency
- Effective problem solving
- Attention to detail
- Decision-making
- Time management
- Prioritization skills
- Organization
- Teamwork and collaboration
- Adaptability and flexibility
- Communication skills
- Strong communication
- Conflict resolution
- Interpersonal skills
Certification
Property and Casualty Insurance Producer License
Timeline
INSURANCE CUSTOMER SERVICE REPRESENTATIVE
Agency Resource Solutions
03.2023 - 09.2026
DATA ENTRY CLERK
Hi-Tech Tubular Services
03.2020 - 05.2020
OFFICE ADMINISTRATOR
Buckfins-N-Feathers
09.2018 - 09.2019
BARTENDER
Emerald Billiards
09.2017 - 07.2018
SERVER/BARTENDER
Hook'd Up Bar & Grill
01.2017 - 05.2017
High School Diploma -
Erath High School