Martha Suzanne Perez

Customer Service Representative-

• Responded to customer requests for products, services, and company information. Worked with Life/Insurance with Agents

Intake/Employment Specialist-

• Provided client intake services, ensuring client satisfaction throughout the intake process.
• Provided clerical support to company employees by copying, faxing and filing documents.
• Maintained detailed records of client interactions, ensuring proper follow-up and resolution of issues.
• Processed applications and delegate to different departments to complete interviews and assign them to Non Profit Host Agencies.

• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
• Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
• Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
• Ensured accurate record-keeping with diligent data entry and database management for vital company information.

• Resolved client issues efficiently, maintaining a high level of professionalism and empathy throughout the process.
• Conducted thorough reviews of client policies, identifying gaps in coverage and recommending appropriate adjustments.
• Focused on strategic account management to maintain long-term relationships with top-tier clients, ensuring continued loyalty.
• Developed a comprehensive understanding of personal lines insurance products, enabling accurate policy recommendations for diverse clientele.
• Assisted clients during claim processes, guiding them through each step and advocating on their behalf when necessary.
• Reviewed client coverage annually to identify new risk exposures such as Auto and Fire policies
• Boosted company revenue by cross-selling additional insurance products and services to existing clients.