Dedicated Customer Service professional with experience in administrative assistance.
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.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Insurance Agent
Scott Marxer StateFarm
10.2023 - Current
Built strong relationships with clients through consistent communication and excellent customer service.
Responded to customer calls swiftly to resolve issues and answer questions.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Maintained high standards of customer service by building relationships with clients.
Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Customer Service Representative
Marshall & Sterling Insurance
02.2019 - 02.2023
Corresponded with clients through email, telephone, or postal mail.
Maintained high standards of customer service by building relationships with clients.
Obtained underwriting approval by completing application for coverage.
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
Prepared and reviewed insurance applications to verify compliance with regulations.
Identified potential risks in client businesses and recommended appropriate insurance coverage.
Educated clients on insurance policies and procedures.
Generated quotes and proposals for clients to match individual needs.
Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Education
Advanced Regents Diploma -
Webutuck High School
Amenia, NY
06.2014
Skills
Organizing
Functioning in high pressure situations
Managing multiple tasks
Phone Etiquette
Communication
Prioritization
Customer Relations/Customer Service
Time Management
Certification
Licensed Property & Casualty Insurance Agent in the States Of New York, Pennsylvania, New Jersey & Connecticut - 2020 - Present
Licensed Life, Health & Accident Insurance Agent in the State Of New York