Ability to learn new skills and accept additional responsibilities
ability to make decisions independently based in knowledge of insurance products and utilizing professional judgement
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Results-drive Account Manager & Retention accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Detail-oriented team player with strong organizational skills.
Ability to handle multiple projects simultaneously with a high degree of accuracy. 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.
Experienced Customer Service Representative fluent in English and Spanish language . Professional employee dedicated to providing excellent service to current and new customers. Comfortable working in fast-paced environment attending to customer service needs including incoming calls, product questions, issue resolution and order processing.
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.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Commercial & Personal Lines Account Manager
InsureOne
07.2021 - Current
Issue certificates of Insurance
Process Policy changes request
Cancellations/Reinstatements
Issue ID cards
Policy Renewals
Quote Preparation
Coverage Review
Inbound and Outbound phone Call
Educated clients on insurance policies and procedures.
Met with customers to provide information about available products and policies.
Analyzed risk factors to recommend appropriate coverage levels.
Finalized sales and collected necessary deposits.
Identified and solicited sales prospects in agency databases.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Handled customer inquiries and suggestions courteously and professionally.
Answered constant flow of customer calls with minimal wait times.
Updated account information to maintain customer records.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Provided primary customer support to internal and external customers.
Gained customer trust by providing knowledgeable and accurate information in both English and Spanish.
Accomplished multiple tasks within established timeframes.
Insurance Agent
Freeway Insurance Agency
06.2020 - 07.2021
Built relationships with clients using active listening and issue resolution to provide excellent service.
Responded to customer calls swiftly to resolve issues and answer questions.
Maintained high standards of customer service by building relationships with clients.
Cross-sold insurance products to existing clients to reach sales targets.
Obtained underwriting approval by completing application for coverage.
Identified potential risks in client businesses and recommended appropriate insurance coverage.
Calculated quotes and educated potential clients on insurance options.
Loan Officer
Advance America
05.2018 - 04.2020
Developed strong relationships with customers through high levels of customer service.
Assisted customers in understanding loan terms and conditions to make informed decisions.
Originated, reviewed, processed, closed, and administered customer loan proposals.
Submitted loan applications to underwriter for verification and recommendations.
Developed systems to efficiently track loan documents and enhance accuracy.
Negotiated loan terms and conditions with customers to secure best deal.
Sales Associate
Dillard's
09.2014 - 01.2018
Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
Helped customers locate products and checked store system for merchandise at other sites.
Prepared merchandise for sales floor by pricing or tagging.
Rotated stock and restocked shelves to maintain product availability and store appearance.
Managed returns, exchanges and refunds in accordance with store policy.
Answered customer questions about sizing, accessories, and merchandise care.
Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
Provided positive first impressions to welcome existing, new, and potential customers.
Engaged with customers to build rapport and loyalty.
Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
Assessed customer needs and utilized suggestive selling techniques to drive sales.
Engaged with customers to effectively build rapport and lasting relationships.
Generated new sales leads to achieve and exceed monthly sales goals.
Stocked merchandise, clearly labeling items, and arranging according to size or color.
Answered customer questions about products and services, helped locate merchandise, and promoted key items.
Engaged in friendly conversation with customer to better uncover individual needs.
Listened to customer needs and desires to identify and recommend optimal products.