Lateachele Dudley
Raleigh,NC
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the Insurance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Service Account Specialist
Progressive Insurance Companies
Wake Forest , NC
2018.11 - Current
- Educated clients on relevant policies and options and answered questions to remedy issues.
- Identified new opportunities and cultivated leads to consistently meet sales goals and increase business growth.
- Applied highly effective selling skills while properly engaging and presenting solutions to customers.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Built relationships with clients through active listening and understanding talents to provide excellent service.
Office Manager
Angels Insurance Services, LLC
Garner, NC , NC
2014.07 - 2018.08
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Maintained computer and physical filing systems.
- Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.
- Tracked and recorded expenses and reconciled accounts to maintain accurate, current and compliant financial records.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
Education
High School Diploma -
Norview High School
Norfolk, VA06.1991
Skills
- Multi-line phone talent
- Account management
- Money handling abilities
- Key holder experience
- Complaint resolution
- Professional telephone demeanor
- Recordkeeping strengths
- Good listening skills
- Service standard compliance
- Administrative support
- Creative problem solving
Certification
- Licensed Property and Casualty
- Licensed Life and Health
Timeline
Service Account Specialist
Progressive Insurance Companies
2018.11 - Current
Office Manager
Angels Insurance Services, LLC
2014.07 - 2018.08
High School Diploma -
Norview High School
- Licensed Property and Casualty
- Licensed Life and Health
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