At Stack Insurance Agency, LLC, I excelled as a Lead Commercial and Personal CSR, adeptly managing high call volumes and resolving complex billing issues, which significantly enhanced customer satisfaction. My proficiency in CRM software and exceptional complaint handling skills fostered long-term client loyalty and streamlined carrier communications, showcasing my ability to thrive in fast-paced environments.
Overview
27
27
years of professional experience
Work History
Lead Commerical and Personal CSR
Stack Insurance Agency, LLC
01.1998 - Current
Managed high call volumes, maintaining a professional demeanor during peak hours and effectively multitasking in a fast-paced environment.
Demonstrated empathy and active listening skills, resulting in a higher rate of customer satisfaction and repeat business.
Developed strong relationships with clients by understanding their needs and preferences, fostering long-term loyalty.
Handled complex billing issues, ensuring accurate invoicing and prompt resolution of discrepancies.
Followed up with customers about resolved issues to maintain high standards of customer service.
Process applications, proposals, invoices , binders, certificates of insurance.
Rate new prospects for Commerical and Personal Insurance.
Correspondence with carrier for endorsements, audits , billing all insurance needs.
Education
New York State P&C License - Insurance And Risk Management
Hills School of Insurance
Manhattan, New Yorl
04-2010
Bachelor of Arts -
Suffolk County Community College
Selden, NY
01-1999
High School Diploma -
Deer Park High School
Deer Park, NY 11729
06-1985
Skills
Call center experience
Customer focus
Complaint handling
CRM software
Conflict resolution
Carrier Portal
Timeline
Lead Commerical and Personal CSR
Stack Insurance Agency, LLC
01.1998 - Current
New York State P&C License - Insurance And Risk Management