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
La Mesa, CA
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
National City, CA
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
La Mesa, CA
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
Chula Vista, CA
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
National City, CA
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.
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
Various Locations In Texas And California
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.