Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Customer Service Staff Training Data Entry Call Center Operations Filing Courteous Demeanor Customer Consulting Research Customer Relations Administrative Support Customer Relationship Management (CRM) Paperwork Processing Professional Telephone Demeanor Positive and Professional Call Management Appointment Scheduling Client Relations Clerical Support Order Processing Information Security Scheduling High School Diploma San Jose, CA, Insurance Brokers Agency Customer Service Representative | Jose, CA Familiarity with insurance products and terminology. Understanding of different insurance policies, such as auto, home, health, and life. Proficiency in organizing and maintaining insurance-related paperwork and electronic records. Ability to accurately file and update customer information and policy details. Experience in processing insurance premium payments and invoicing. Ability to handle billing inquiries and resolve payment discrepancies. Excellent telephone etiquette and communication skills. Skillful at answering incoming calls and assisting customers promptly and professionally. Ability to take detailed messages and forward them to the appropriate department or person. Effective follow-up on messages to ensure timely responses. Capability to address customer inquiries related to policies, claims, and billing. Provide accurate and helpful information to meet customer needs. Proficient in data entry for policy updates, claim information, and customer interactions. Maintain accurate records of customer interactions and transactions. Analytical abilities to assess customer issues and provide suitable solutions. Capability to handle customer complaints and work towards positive resolutions. Thoroughness in reviewing insurance documents and customer information. Accuracy in processing payments, policies, and billing details. Efficiently manage incoming calls, messages, and customer inquiries. Prioritize tasks to meet filing and documentation deadlines.