Layla Sloan
Roseville,CA
Summary
Dedicated Customer Service Specialist providing skills to prioritize and multi-task in fast-paced working environment. Successfully works as part of team to reach personal and business goals. Known for successfully handling escalated customer support issues. Responsible college student with excellent interpersonal skills, seeking employment in the the Insurance Industry.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Account Manager
Patriot Growth Insurance Services
Sacramento
04.2024 - Current
- Drafted proposals outlining services, costs, and benefits for prospective customers.
- Maintained accurate records of all customer interactions in the CRM system.
- Resolved customer complaints in a timely manner.
- Coordinated with internal teams to ensure timely delivery of products and services to clients.
- Marketed submissions to varies carriers for upcoming renewals.
- Resolved any discrepancies or errors found during the submission process.
Customer Service Representative
AssuredPartners
Sacramento / Ventura, CA
07.2022 - 04.2024
- Documented all conversations with customers in Applied Epic according to company standards.
- Provided customer service support to customers over the phone and by email.
- Handled customer inquiries and complaints in a timely manner.
- Issued certificates of insurance, ran MVR's for eligibility, assisted with renewals and data collection.
- Identified customer needs and questions while providing appropriate solutions with accurate answers.
Inside Sales Agent
Elevate Realty Group
Roseville, CA
07.2021 - 07.2022
- Responsible for building, nurturing and maintaining relationships with potential clients for long durations of time.
- Trusted to be first contact on all incoming leads with excellent communication skills and quick speed to lead response even on weekends and evenings.
- Qualifying leads and setting both listing and buyer appointments for agents.
- Maintaining and organizing Elevate's CRM with over 50,000 leads.
- Responsible for showing clients homes as well as hosting open houses out of work hours.
Administrative Assistant
Security Pacific Real Estate
Fair Oaks, CA
08.2019 - 07.2021
- Clerical duties include facilitating multi-line phone system, enter listings into Metro list MLS Prospector and direct and assist clients in a timely fashion.
- Collect, sort and disperse mail properly daily. Fax, scan and organize documents to appropriate agents and/or clients.
- Responsible for maintaining office organization and cleanliness as well as keeping all office supplies stocked.
- Provided administrative support to the executive team, including scheduling meetings and managing calendars.
- Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
Education
Bachelor of Science - Finance
California State University - East Bay
Hayward, CA12-2025
Associate of Science - Finance
Sierra College
Rocklin, CA06.2023
Skills
- Call Management
- Paperwork Processing
- High-Energy Attitude
- Microsoft Office
- Account Management
- Customer Service
- Agency Management System / Applied Epic and AMS360
Certification
- California Real Estate License
- California Property and Casualty Insurance License
Accomplishments
- Deans list at Sierra College
Timeline
Account Manager
Patriot Growth Insurance Services
04.2024 - Current
Customer Service Representative
AssuredPartners
07.2022 - 04.2024
Inside Sales Agent
Elevate Realty Group
07.2021 - 07.2022
Administrative Assistant
Security Pacific Real Estate
08.2019 - 07.2021
Bachelor of Science - Finance
California State University - East Bay
Associate of Science - Finance
Sierra College
- California Real Estate License
- California Property and Casualty Insurance License
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