Customer-focused individual with a passion for delivering exceptional service. Strong interpersonal skills with a talent for effectively addressing concerns. Committed to improving customer satisfaction and driving positive outcomes.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Insurance Account Representative
Aaron Seitz State Farm
Macomb, MI
06.2022 - Current
Gathered information from clients to create customized insurance plans.
Processed applications for new and renewal policies, endorsements, and cancellations.
Monitored clients' insurance coverages to ensure changing needs were met.
Assisted customers with various insurance policy inquiries and requests.
Explained coverage options to potential policyholders, answering questions or concerns.
Provided quotes on insurance premiums based on customer requirements.
Developed strategies to cross-sell additional products to existing clients.
Followed up with customers regarding their policy renewals or updates.
Responded promptly to customer emails and phone calls relating to their policies.
Contacted underwriters and submitted forms to obtain binder coverage.
Identified needs of customers promptly and efficiently.
Completed day-to-day duties accurately and efficiently.
Worked effectively in team environments to make the workplace more productive.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Assisted with customer requests and answered questions to improve satisfaction.
Insurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State FarmInsurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State Farm