Accomplished professional with extensive expertise in insurance sales and customer service. Skilled in identifying client needs and implementing tailored solutions that enhance retention and drive revenue.
Work History
Insurance Sales Agent
12 Years 10 Months
Direct Auto & Life Insurance | 05.2012 - 03.2025
Led sales team to achieve target goals through strategic planning and performance tracking.
Increased overall revenue with targeted upselling initiatives based on customer needs analysis and buying patterns.
Mentored new Sales Agents, providing guidance and support to help them reach their full potential.
Handled customer relations issues, enabling quick resolution, and client satisfaction.
Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
Built relationships with customers and community to establish long-term business growth.
Customer Service Representative
2 Years 4 Months
Webb Insurance | 12.2010 - 04.2013
Resolved customer inquiries efficiently, ensuring satisfaction and retention.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
Customer Service Representative
2 Years 6 Months
Blackadar Insurance | 10.2007 - 04.2010
Responded to customer requests for products, services, and company information.
Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Delivered prompt service to prioritize customer needs.
Followed up with customers about resolved issues to maintain high standards of customer service.
Customer Service Representative
1 Year 1 Month
Fed Usa | 05.2005 - 06.2006
Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Responded to customer requests for products, services, and company information.
Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Customer Service Representative
2 Years 9 Months
Federated Agency Group | 07.2000 - 04.2003
Improved resolution time with effective problem-solving for customer complaints.
Maintained detailed records of customer interactions and transactions, ensuring accurate documentation and follow-up.
Resolved escalated customer issues, restoring confidence in company's commitment to service excellence.
Followed up with customers about resolved issues to maintain high standards of customer service.
Customer Service Representative
2 Years 4 Months
Nationwide Insurance | 12.1999 - 04.2002
Responded to customer requests, offering excellent support and tailored recommendations to address needs.
Responded to customer requests for products, services, and company information.
Maintained detailed records of customer interactions and transactions, ensuring accurate documentation and follow-up.
Customer Service Representative
4 Years 4 Months
A Aut0 Insurance World | 03.1994 - 07.1998
Promptly responded to inquiries and requests from prospective customers.
Resolved customer inquiries and issues through effective communication and problem-solving techniques.
Maintained comprehensive knowledge of insurance products to provide accurate information to clients.
Processed policy changes and renewals efficiently, ensuring compliance with company guidelines.