Summary
Overview
Work History
Education
Skills
Timeline
CustomerServiceRepresentative

Nancy Lopez

Waterford,MI

Summary

Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires and providing customized solutions to build loyalty. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success. Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance. Enthusiastic Senior Customer Service Representative with more than 10 years of customer service and order management experience adds value to business by providing outstanding customer service, engaging customers and building relationships with buyers. Exhibits strong command of company's customer service policies and remains well-trained in product knowledge to offer quick and accurate assistance to customers. Operates at high level to consistently meet or exceed business quality and productivity standards.

Overview

19
19
years of professional experience

Work History

Senior Customer Service Representative

Flagstar Bank
09.2012 - 03.2018
  • Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
  • Followed up with customers regularly via phone and email to obtain payments and schedule services.
  • Leveraged consistent, successful strategies to meet and exceed performance goals.
  • Reduced average call time [Number]% with optimal call control and proper use of internal knowledge bases.


Licensed Insurance Agent

LA Insurance
03.2008 - 09.2012
  • Calculated quotes and educated potential clients on insurance options.
  • Obtained underwriting approval by completing application for coverage.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Reported policy changes and company conditions affecting customer satisfaction.
  • Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
  • Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
  • Exceeded corporate quotas for monthly policy sales.
  • Provided coverage option information to assist clients in protecting assets.

Insurance Sales Agent

The Pontiac Agency LLC
01.2006 - 03.2008
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
  • Conducted research on insurance packages and investment options to generate client recommendations.
  • Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
  • Met with customers to provide information about available products and policies.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Finalized sales and collected necessary deposits.
  • Conducted annual reviews of existing policies to update information.
  • Remained impartial in order to advise clients based on circumstances.
  • Identified and solicited sales prospects in agency databases.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.

Real State Assistance

Oakland Homes
01.2003 - 02.2007
  • Communicated with clients to understand property needs and preferences.
  • Maintained connections with clients to encourage repeat business and referrals.
  • Negotiated, facilitated and managed real estate transactions.
  • Greeted and registered new clients to engage each in process and cultivate long-lasting relationships.
  • Followed up with prospective buyers regarding incentives from builder and new developments in surrounding area.
  • Collected fees and documented payment processes for property transactions.

Insurance Agent

Nation Wide Insurance
06.2005 - 02.2006
  • Maintained high standards of customer service by building relationships with clients.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.

Cashier

Amigo Market
08.2001 - 03.2003
  • Operated cash register for cash, check and credit card transactions with excellent accuracy levels.
  • Worked flexible schedule and extra shifts to meet business needs.
  • Helped customers complete purchases, locate items and join reward programs.
  • Restocked and organized merchandise in front lanes.
  • Maintained secure cash drawers, promptly resolving discrepancies in daily totals.
  • Worked closely with shift manager to solve problems and handle customer concerns.
  • Replenished sales floor merchandise and organized shelves, racks and bins for optimal appearance.
  • Mentored new team members on POS system operation, customer service strategies and sales goals.
  • Completed inventory counts and ordered merchandise.
  • Monitored self-checkout systems and provided assistance or intervention where required.

Education

No Degree - Business Administration And Accounting

Okland Community College
2900 Featherstone Rd, Auburn Hills MI

No Degree - P & C License

Kaplan Financial Institute
Telegraph Rd, Southfield MI
09.2006

No Degree - Real State Classes

NCI Associates
241 E Eleven Mile Rd, Madison Heights MI
01.2005

Cosmetology

Oakland Technical School
1371 N Perry, Pontiac MI
08.2001

Skills

  • Articulate Communication
  • Customer Support
  • Inbound and Outbound Calling
  • Personalization Expertise
  • Selling Skills
  • Step Instructions
  • Client Engagement
  • Appointment Booking
  • Information Updates
  • Solution Planning
  • Interpersonal Communications
  • Policy and Procedure Adherence
  • Quality Assurance
  • Client Needs Assessment
  • Answering Client Questions
  • Process Optimization
  • Conflict Resolution
  • Complaint Resolution
  • Multi-Line Telephones
  • Quote Generation
  • Escalation Problem-Solving
  • Answering Phones
  • Service Recommendations
  • Customer Relations
  • Good Communication Skills
  • Resolving Complex Issues
  • Educational Opportunities
  • Cultural Awareness
  • Follow-Up Requirements
  • High-Volume Environments
  • Sales

Timeline

Senior Customer Service Representative

Flagstar Bank
09.2012 - 03.2018

Licensed Insurance Agent

LA Insurance
03.2008 - 09.2012

Insurance Sales Agent

The Pontiac Agency LLC
01.2006 - 03.2008

Insurance Agent

Nation Wide Insurance
06.2005 - 02.2006

Real State Assistance

Oakland Homes
01.2003 - 02.2007

Cashier

Amigo Market
08.2001 - 03.2003

No Degree - Business Administration And Accounting

Okland Community College

No Degree - P & C License

Kaplan Financial Institute

No Degree - Real State Classes

NCI Associates

Cosmetology

Oakland Technical School
Nancy Lopez