Summary
Overview
Work History
Education
Skills
Certification
Languages
Work Availability
Work Preference
Software
Interests
Timeline
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LISA ROCKWELL

Lancaster,CA

Summary

Dedicated Customer Service Representative with a proven track record of maintaining professionalism, patience, and efficiency to enhance customer satisfaction and foster loyalty. Experienced in the insurance sector, bringing valuable insights and skills that contribute to effective client interactions and problem resolution. Eager to re-enter the insurance field, leveraging a strong background in customer service to drive positive outcomes for clients and the organization. Committed to delivering exceptional service that exceeds customer expectations.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Assistant Account Manager

The Liberty Company Insurance Brokers
09.2022 - 09.2025
  • Handled phone calls, and emails from policyholders
  • Assists with billing, coverage questions and policy changes
  • Processed EOI's
  • Updated policies in AMS360 Management system
  • Worked in Image Right to file paperwork in and make notes
  • Sent Faxes of declaration pages to Mortgage companies
  • Assisted in managing client accounts, ensuring timely communication and issue resolution.
  • Coordinated with internal teams to gather necessary information for client proposals and renewals.
  • Developed and maintained strong relationships with clients, enhancing overall satisfaction and retention.
  • Supported account management processes by tracking policy changes and updates in systems.

Insurance Customer Service Representative

Seeman Holtz Insurance
08.2020 - 09.2022
  • Handled phone calls, and emails from policyholders
  • Assists with billing, coverage questions and policy changes
  • Provided exceptional customer support by addressing inquiries and resolving issues promptly.
  • Managed policy renewals and updates, ensuring accuracy in documentation and compliance with regulations.
  • Utilized CRM software to track client interactions, improving follow-up efficiency and service quality.

Insurance Agent Team Member

Direct Choice Insurance
07.2016 - 08.2020
  • Handled phone calls, and emails from policyholders
  • Assists with billing, coverage questions and policy changes
  • Quoted and wrote policies for home and auto
  • Educated clients on insurance products and coverage options.
  • Processed policy applications and renewals efficiently.

INSURANCE AGENT

JB WRIGHT INSURANCE
04.2016 - 06.2016
  • Sales
  • Developed comprehensive insurance coverage plans tailored to client needs.
  • Conducted policy reviews, ensuring accuracy and compliance with regulations.

Insurance agent

Direct choice Insurance
05.2014 - 03.2016
  • Sales and customer service
  • Educated clients on various insurance products to ensure comprehensive coverage options.
  • Developed tailored insurance solutions based on individual client needs and risk assessments.

Mortgage Servicing Specialist 1

Bank of America
11.2009 - 08.2013
  • Took inbound calls and made outbound calls
  • Set appointments for Bank of America Events to assist borrowers with their loans.
  • Updated borrowers account
  • Worked on special projects as needed.
  • Processed mortgage payments accurately and efficiently, ensuring compliance with regulatory standards.
  • Assisted customers in resolving account inquiries, enhancing overall satisfaction and service quality.

Account Executive

Direct Choice Insurance
01.2009 - 06.2009
  • Quote and sell auto, home and motorcycle insurance. Also, Quoting and selling general liability and garagekeepers for commercial policies.
  • Managed client accounts, ensuring accurate coverage and timely renewals.
  • Developed comprehensive insurance proposals tailored to client needs.

Account Executive

Lucas Insurance
08.2001 - 12.2008
  • Insurance sales. Quoted and sold auto, home, motorcycle, DP3, motor home, renters insurance.
  • Answered phones and assisted in customer service.
  • Facilitated communication between clients and underwriters for efficient policy processing.
  • Conducted regular follow-ups to maintain relationships and assess client satisfaction.

Education

Associate's Degree - Business

CalJOBS Education

Skills

  • Teamwork
  • Time management
  • Attention to detail
  • Reliability
  • Customer satisfaction
  • Customer retention

Certification

  • Licensed Personal Lines Insurance

Languages

English

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full Time

Location Preference

RemoteOn-Site

Important To Me

Career advancementHealthcare benefitsWork from home optionPaid time offPaid sick leave401k match

Software

AMS360, ImageRight, Word and some Excel

Interests

Camping, Crafting

Timeline

Assistant Account Manager

The Liberty Company Insurance Brokers
09.2022 - 09.2025

Insurance Customer Service Representative

Seeman Holtz Insurance
08.2020 - 09.2022

Insurance Agent Team Member

Direct Choice Insurance
07.2016 - 08.2020

INSURANCE AGENT

JB WRIGHT INSURANCE
04.2016 - 06.2016

Insurance agent

Direct choice Insurance
05.2014 - 03.2016

Mortgage Servicing Specialist 1

Bank of America
11.2009 - 08.2013

Account Executive

Direct Choice Insurance
01.2009 - 06.2009

Account Executive

Lucas Insurance
08.2001 - 12.2008

Associate's Degree - Business

CalJOBS Education

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