Marcus Smith
Charlotte,NC
Summary
Experience and dependable Licensed Insurance Agent successful at managing multiple task with a positive attitude. I'm also a results-driven professional who is an excellent communicator, highly organized, and detail oriented.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Insurance Customer Service Representative
Pest Best Insurance
05.2023 - 08.2025
- Responded to customer requests for products, services, and company information.
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Reviewed and adjusted customer coverage levels to fit customers insurance needs.
- Completed customer applications for new pet policies.
Licensed Insurance Agent
Allstate Insurance
04.2019 - 04.2023
- Assisted new customers with writing auto, property, and personal umbrella policies for custom
- Completed policy coverage changes upon request of customer enuring they were still adequately covered.
- Provided coverage information for inquiring potential new customers.
Customer Service/Sales Representative
LendingTree
05.2017 - 10.2018
- Provided customers information on the Financial institutes in the Lending tree network to assist with potential.
- Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.
Retention Specialist/Customer Service
Xerox
11.2016 - 03.2017
- Provided account billing information to policy holders.
- Utilized retaining skills to prevent policy holders from canceling.
- Evaluated customers policy to help with the best decisions when making adjustments.
Customer Service, Supervisor Support, Call Center
United healthcare
07.2013 - 01.2016
- Provided assistance to Medicare D members regarding information about their prescription drug plan and resolving issues that they may experience while purchasing medications.
- Assisted with processing credit card payments and checking account payments for monthly premiums.
- Coached team members to deliver hospitable, professional service while adhering to set service models.
Customer Service, Warehouse Manager
KamCo Medical
01.2010 - 07.2013
- Managed customers accounts maintaining business with current customers
- Delivered patient equipment to patient homes and different Medicare facilities.
- Managed loading and unloading shipments as well as kept track of inventory.
- Supervised warehouse employees to verify the completing of required task.
- Improved delivery plans with strong scheduling knowledge, organizational skills, and route development expertise.
Education
Biology
Johnson C. Smith University
Charlotte05-2011
Associate's in Biology - Biology
UNC Charlotte
Charlotte, NC05-2009
Business - Business Administration
Louisburg College
Louisburg, NC06-2006
High School Diploma -
South Side High School
Fort Wayne, IN05-2000
Skills
- Management Skills (5 years)
- Customer Service (10 years)
- Supervisor (4 years)
- Computer Skills (6 years)
- Floor support (5 years)
- Call Center
- Insurance Sales
- Microsoft Windows
- English
- Operating Systems
- Underwriting
- Writing Skills
- Cold Calling
Accomplishments
- Professionally processed 60+ calls per day, providing information and service to ensure customer satisfaction.
- Recognized for customer satisfaction, and outstanding customer service.
Certification
- Driver's License
- Property and Casualty License, 04/01/19, Present
- Ordained Minister
- Certified Personal Trainer Since 2024
- Certified Nutritionist Since 2024
Additional Information
Skills Microsoft Windows, Word Perfect, Answering Phones, Customer Service Oriented, Flexible in Learning New Software
Timeline
Insurance Customer Service Representative
Pest Best Insurance
05.2023 - 08.2025
Licensed Insurance Agent
Allstate Insurance
04.2019 - 04.2023
Customer Service/Sales Representative
LendingTree
05.2017 - 10.2018
Retention Specialist/Customer Service
Xerox
11.2016 - 03.2017
Customer Service, Supervisor Support, Call Center
United healthcare
07.2013 - 01.2016
Customer Service, Warehouse Manager
KamCo Medical
01.2010 - 07.2013
Biology
Johnson C. Smith University
Associate's in Biology - Biology
UNC Charlotte
Business - Business Administration
Louisburg College
High School Diploma -
South Side High School
Awards
- MVP, 06/01/14, In recognition of valuable contributions to the UHC Service Program at Optum (formerly Connextions, Inc.)
- MVP, 08/01/14, In recognition of valuable contributions to the UHC Service Program at Optum (formerly Connextions, Inc.)