Michele Alvarez
Summary
Versatile and results-driven professional with extensive experience at In Home Supportive Services and Academy Auto Insurance. Excelled in customer service and insurance sales strategy, enhancing client satisfaction and loyalty. Demonstrated financial acumen and a knack for fostering positive relationships, achieving a notable increase in client retention and policy renewals. Proficient in policy management and customer relations.
Overview
29
29
years of professional experience
Work History
Customer Service Representative /Insurance Sales Agent
Academy Auto Insurance
12.1995 - 12.2024
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Sold auto insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Educated clients on insurance policies and procedures.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Maintained detailed records of customer interactions and transactions, ensuring accurate documentation and follow-up.
- Trained new Customer Service Representatives on company policies, procedures, and best practices.
- Facilitated smooth policy renewals by proactively identifying and addressing potential issues before they escalated, ensuring client satisfaction.
- Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance and effective communication of changes to clients.
- Finalized sales and collected necessary deposits.
- Met with customers to provide information about available products and policies.
IHSS Care Provider
In Home Supportive Services
04.2001 - 01.2006
- Prepared nutritious meals according to dietary restrictions and preferences for better overall health.
- Provided transportation and appointments management.
- Assisted clients with daily living activities, promoting independence and quality of life.
- Assisted patients with dressing, grooming and feeding needs, helping to overcome, and adapt to mobility restrictions.
- Promoted mental wellness by engaging clients in meaningful conversations and recreational activities suited to their interests.
- Ensured a safe and comfortable environment by maintaining a clean and organized living space.
Education
Certificate - Fire And Casualty License
Lyte Speed School
Certificate - Paralegal
Cerritos College
Norwalk, CACertificate - Personal Lines License
Lyte Speed School
Skills
- Financial acumen
- Customer service
- Licensed insurance agent
- Contract review and analysis
- Policy management expertise
- Insurance sales strategy
- Insurance coverage verification
- Data entry
- Customer relations
- Call center experience
- Payment processing
- Product and service solutions
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
IHSS Care Provider
In Home Supportive Services
04.2001 - 01.2006
Customer Service Representative /Insurance Sales Agent
Academy Auto Insurance
12.1995 - 12.2024
Certificate - Fire And Casualty License
Lyte Speed School
Certificate - Paralegal
Cerritos College
Certificate - Personal Lines License
Lyte Speed School
Similar Profiles
Patrick KellyPatrick Kelly
Claim Team Manager at State Auto Insurance/Liberty Mutual InsuranceClaim Team Manager at State Auto Insurance/Liberty Mutual Insurance
Grant MeierGrant Meier
Claim Manager at State Auto Insurance/Liberty Mutual InsuranceClaim Manager at State Auto Insurance/Liberty Mutual Insurance
Austen FosterAusten Foster
Customer Service Lead at State Auto Insurance Companies / Liberty Mutual InsuranceCustomer Service Lead at State Auto Insurance Companies / Liberty Mutual Insurance
TAMMY BARNETT LUMMUSTAMMY BARNETT LUMMUS
Customer Service Representative/Insurance Sales Agent at Brown & BrownCustomer Service Representative/Insurance Sales Agent at Brown & Brown
Ianussy Pena BadgleyIanussy Pena Badgley
Customer Service Representative/Insurance Sales Producer at Allstate Insurance CoCustomer Service Representative/Insurance Sales Producer at Allstate Insurance Co