Dynamic and results-oriented professional with extensive experience at State Farm, excelling in workflow optimization and relationship building. Demonstrated success in enhancing customer satisfaction and loyalty, while effectively cross-selling insurance products. Skilled in problem-solving and adaptability, with a proven track record of improving operational efficiency.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Office Manager & Sales Manager
State Farm - Kim Schwartz Agency
St. Louis, MO
05.1998 - Current
Responded to queries, solved, or referred problems and followed up with clients to increase satisfaction.
Built trusted partnerships through open and interactive communication to earn positive customer feedback.
Collaborated with colleagues from other departments to resolve escalated customer issues.
Ensured compliance with company guidelines and regulatory standards when dealing with customers' accounts or policies.
Attended training and educational seminars to enhance knowledge and credentials.
Advised customers on available coverage options that best fit their individual needs.
Asked probing questions and offered solutions to resolve customer issues.
Implemented strategies to cross-sell and upsell insurance products, enhancing customer value.
Insurance Customer Service Representative & Sales
State Farm - Gil Day
Fenton, MO
04.1994 - 05.1998
Checked documentation for appropriate coding, catching errors and making revisions.
Compiled and maintained accurate records of customer policies, transactions, and correspondence.
Advised customers on available coverage options that best fit their individual needs.
Provided quotes on various types of insurance policies.
Education
High School Diploma -
Fox High School
Arnold
05-1992
Skills
Workflow optimization
Clear oral/written communication
Relationship building
Scheduling and calendar management
Highly organized
Detail orientation
Multi-tasking
Adaptability and flexibility
Problem-solving abilities
Analytical
Accomplishments
Team Member Hall of Fame for Life Insurance Sales Achievement