Summary
Overview
Work History
Education
Skills
Volunteer Experience
Timeline
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MICHELLE SCUDELLA

National City,CA

Summary

Organized and driven administrative/sales professional with more than 15 years of experience. Knowledgeable and dedicated customer service professional with extensive experience in insurance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Overview

12
12
years of professional experience

Work History

Part Time Commercial Lines CSR Assistant

SCF Insurance Services
02.2024 - Current
  • Utilize advanced software tools to efficiently manage client data and policy information, enabling quick response times and accurate recordkeeping.
  • Streamlined workflow for increased efficiency with thorough documentation of all communication.
  • Reduced errors in policy documents by meticulously reviewing and verifying information before submission.
  • Assist Commercial CSR by processing policies, uploading into system.

Data Entry Clerk

Pristine Marketing
07.2022 - 01.2024

Processing online orders

  • Maintained strict confidentiality of sensitive client information, ensuring compliance with industry regulations and company policies.

ACCOUNT EXECUTIVE

FARMERS COLSTON INSURANCE AGENCY
10.2021 - 07.2022
  • Sell all lines of insurance from cold leads and service/multiline existing customers
  • Keeping accurate records
  • Payments
  • Policy changes.
  • Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
  • Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
  • Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
  • Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.

AGENT

ACCEPTANCE INSURANCE
03.2020 - 09.2020
  • Sales, service, keeping accurate records, payments, endorsements
  • Worked with multiple companies
  • Multiline phone system
  • Marketing.
  • Enhanced client satisfaction by promptly addressing inquiries and providing accurate information on products and services.
  • Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
  • Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.

AGENCY MANAGER

PRONTO INSURANCE
01.2019 - 03.2020
  • Managed agency, payments, sales, service, bank deposits, did reports, ordered office and marketing supplies, hiring interviews, managed agents, marketing
  • Community events
  • Multiline phone system.
  • Increased agency revenue by implementing effective sales strategies and coaching team members on best practices.
  • Developed strong relationships with key clients, resulting in increased client satisfaction and retention rates.
  • Managed a diverse portfolio of clients, ensuring personalized service and appropriate coverage based on individual needs.
  • Leveraged technology platforms for efficient management of client accounts, policy changes, claims processing, and billing inquiries.

PERSONAL LINES ACCOUNT MANAGER

NATIONWIDE MURRAY INSURANCE & FINANCIAL
03.2017 - 11.2018
  • Annual policy reviews, filing, keep accurate records, sales, payments, service, marketing
  • Community events
  • Worked with multiple companies
  • Multiline phone system.
  • Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
  • Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
  • Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
  • Maintained up-to-date knowledge of industry trends and regulations, allowing for informed recommendations to clients regarding their insurance needs.
  • Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
  • Enhanced client satisfaction through proactive outreach initiatives, including annual policy review reminders and personalized follow-up communications.

CSR/ Producer

ALLSTATE
03.2012 - 03.2017
  • Sales, service, payments, keep accurate records, community events, bank deposits
  • Multiline phone system.
  • Enhanced customer satisfaction by promptly addressing inquiries and resolving issues efficiently.
  • Contributed to company growth by consistently meeting and exceeding sales targets.
  • Improved customer retention rates with exceptional product knowledge and personalized service recommendations.
  • Managed high call volumes, maintaining a professional demeanor during peak hours and effectively multitasking in a fast-paced environment.
  • Handled complex billing issues, ensuring accurate invoicing and prompt resolution of discrepancies.
  • Upheld strict adherence to company policies and procedures while providing exceptional service experiences for each client interaction.
  • Delivered outstanding problem-solving skills in addressing recurring issues that resulted in improved operational efficiency.
  • Developed strong relationships with clients by understanding their needs and preferences, fostering long-term loyalty.
  • Maintained up-to-date knowledge on industry trends and competitor offerings, leveraging this insight when assisting customers in making informed decisions.
  • Demonstrated empathy and active listening skills, resulting in a higher rate of customer satisfaction and repeat business.

Education

GED -

CHULA VISTA ADULT/DEL REY HIGH SCHOOL
01.1982

Skills

  • Excellent people skills
  • Efficient, trustworthy and driven
  • Proficient pc user
  • Self starter
  • Independent worker and great team player
  • Proofreading
  • Quality Assurance Controls
  • Teamwork and Collaboration
  • Computer Skills
  • Product Knowledge
  • Prioritization
  • Commercial Insurance Knowledge
  • Document Control
  • Record preparation
  • Calm Under Pressure
  • Data Entry
  • Documentation
  • Paperwork Processing
  • Customer Account Management

Volunteer Experience

  • I am a member of a community group dedicated to helping people improve their communities.
  • I have volunteered with MDA.

Timeline

Part Time Commercial Lines CSR Assistant

SCF Insurance Services
02.2024 - Current

Data Entry Clerk

Pristine Marketing
07.2022 - 01.2024

ACCOUNT EXECUTIVE

FARMERS COLSTON INSURANCE AGENCY
10.2021 - 07.2022

AGENT

ACCEPTANCE INSURANCE
03.2020 - 09.2020

AGENCY MANAGER

PRONTO INSURANCE
01.2019 - 03.2020

PERSONAL LINES ACCOUNT MANAGER

NATIONWIDE MURRAY INSURANCE & FINANCIAL
03.2017 - 11.2018

CSR/ Producer

ALLSTATE
03.2012 - 03.2017

GED -

CHULA VISTA ADULT/DEL REY HIGH SCHOOL
MICHELLE SCUDELLA