Results-oriented individual skilled in analytical evaluation and strategic communication. Successfully managed complex customer inquiries and led initiatives that improved service standards and team dynamics.
Overview
7
7
years of professional experience
Work History
Coach(Loan In)
Progressive
Thibodaux, Louisiana
04.2025 - Current
Facilitated team meetings to discuss strategies and share best practices.
Provided ongoing feedback to team members to support their development.
Analyzed participant progress and adjusted coaching techniques as needed.
Collaborated with leadership to align coaching goals with organizational objectives.
Implemented effective communication strategies to improve team interaction and trust.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Underwriting Resolution Consultant
Progressive
Thibodaux, Louisiana
10.2023 - Current
Resolved customer inquiries through effective communication and problem-solving techniques.
Managed complex cases by coordinating with internal departments for effective solutions.
Trained new employees on resolution protocols and customer service standards.
Developed escalation procedures to handle challenging customer interactions effectively.
Investigated customer complaints and initiated appropriate corrective actions.
Underwriting Specialist
Progressive
Thibodaux, LA
05.2021 - 10.2023
Evaluated risk factors for insurance applications and determined appropriate coverage options.
Collaborated with agents to gather necessary documentation for underwriting decisions.
Analyzed financial data and client information to assess policy eligibility.
Analyzed financial information including credit reports, tax returns, bank statements and other documents.
Advised customers on available options when faced with challenging situations.
Licensed Sales Agent
Progressive
Thibodaux, LA
12.2020 - 05.2021
Developed strong relationships with clients to understand their insurance needs.
Educated customers on various insurance products and coverage options.
Prepared quotes that were accurate, competitively priced, and met customer requirements.
Promoted various types of insurance products to existing customers as well as prospects.
Exceeded company sales goals for new policies.
Evaluated compliance policies to ensure adherence to regulatory standards.
Licensed Insurance Agent
Toups Insurance Agency
Thibodaux, LA
04.2018 - 12.2020
Processed applications and managed documentation for policy issuance and renewals.
Conducted market research to identify new business opportunities and trends.
Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
Performed routine follow-up calls to assess customer satisfaction with products and services.
Negotiated contracts with providers to secure competitive rates for customers.