Results-driven customer service and insurance professional with a proven ability to meet and exceed performance metrics in sales, customer retention, and process improvement. Skilled in utilizing CRM software to effectively manage leads, track client interactions, and optimize the sales process. Extensive knowledge of insurance products, including property, casualty, life, and health insurance. Negotiates favorable terms for clients' policies and conducts thorough risk assessments. Experienced in handling high volumes of inbound and outbound calls, providing product information, and resolving complaints with a focus on building trust and rapport with diverse clientele. Proficient in using specialized computer software to efficiently organize and produce indexed documents.