Licensed and Accomplished insurance specialist skilled in regulatory compliance and policy adjustments. Known for delivering outstanding first-contact resolution and quickly addressing client inquiries, contributing to significant improvements in customer experience.
Overview
2027
2027
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent/CSR/Claims Specialist
Green & Associates Insurance Agents and Brokers
Ventura, CA
10.2017 - Current
Developed tailored insurance solutions to meet client needs and enhance satisfaction.
Educated clients on policy options, coverage limits, and benefits to ensure informed decisions.
Streamlined claims processing procedures to improve efficiency and reduce turnaround times.
Analyzed market trends to identify new opportunities for products and services expansion.
Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
Delivered outstanding first-contact resolution rates when assisting clients with inquiries about premiums or billing issues.
Upsold additional products and services after identifying customer needs and requirements.
Responded to customer calls swiftly to resolve issues and answer questions.
Licensed Insurance Agent CSR at Mark Clippard State Farm Insurance Agency IncLicensed Insurance Agent CSR at Mark Clippard State Farm Insurance Agency Inc