Rachel Anderson
Customer Service Specialist
Laplace,LA
Summary
Dynamic insurance agent with a proven track record in client service and administrative functions. Skilled in processing applications and educating clients on policy options, ensuring compliance and satisfaction.
Results-driven insurance professional with strong client relationship management and policy management skills. Committed to enhancing client retention through effective communication and tailored solutions.
Detail-oriented professional with comprehensive experience in insurance sales and client account management. Expertise in streamlining processes and maintaining accurate records to support operational efficiency and regulatory compliance.
Overview
9
9
years of professional experience
Work History
Licensed Insurance Agent
Complete Senior Benefits
Laplace, LA
02.2025 - Current
- Assisted clients in understanding insurance options and benefits tailored to their needs.
- Conducted thorough assessments of client eligibility for various insurance plans.
- Processed applications and documentation efficiently, ensuring compliance with industry regulations.
- Provided ongoing support and education to clients regarding policy updates and changes.
- Calculated quotes and educated potential clients on insurance options.
- Maintained accurate records in CRM systems to track client interactions and follow-ups.
Benefits Consultant
ConnectiCare
Houston, TX
09.2024 - 02.2025
- Analyzed client benefits needs to provide tailored recommendations and solutions.
- Collaborated with cross-functional teams to ensure seamless benefits administration processes.
- Educated clients on plan options, enhancing understanding and engagement in their benefits choices.
- Assisted in resolving complex benefit inquiries, improving client satisfaction and retention rates.
- Reviewed benefits documentation for accuracy, ensuring compliance with regulatory standards.
- Implemented process improvements that increased efficiency in benefits enrollment procedures.
- Advised clients on industry and demographic standards for benefits packages to maintain competitive offerings and maximize employee retention.
Customer Support Specialist
Keystone Advisors
Houston, TX
01.2022 - 09.2024
- Resolved customer inquiries via phone, email, and chat to enhance satisfaction and loyalty.
- Collaborated with team members to streamline support processes and improve response times.
- Documented customer interactions in CRM system for accurate tracking and follow-up.
- Assisted in onboarding new support staff by sharing best practices and tools used.
- Provided product knowledge training to customers, ensuring effective usage of services offered.
- Managed escalated issues effectively, maintaining professionalism under pressure while resolving conflicts.
- Delivered exceptional customer service experiences by maintaining a positive attitude, active listening skills, and empathetic responses to customer concerns.
- Developed strong relationships with clients, resulting in repeat business and positive feedback.
Administartive Assistant
Adriactic's Financial Services
Houston, TX
01.2017 - 01.2022
- Coordinated daily administrative functions to enhance office efficiency and productivity.
- Managed scheduling and calendar appointments for senior executives to optimize time management.
- Developed and maintained filing systems, ensuring accurate record-keeping and quick retrieval of information.
- Assisted in preparing financial reports and presentations, improving clarity and understanding for stakeholders.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Implemented process improvements that reduced operational delays and enhanced workflow efficiency.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
Education
GED -
Henry's Home School Academy
Laplace, La12-2013
Skills
- Insurance sales expertise
- Insurance product expertise
- Client relationship management
- Client account management
- Policy management
- Client retention
- Client service
- HIPAA compliance
- Healthcare common procedure coding system HCPCS
- Billing procedures
- Call center customer service
- Administrative functions
- Records maintenance
- Customer service
- Customer follow-up
- CRM software
- Account management
- Claims reporting systems
- Customer account review
- Customer engagement
- Critical thinking
- Relationship building
Timeline
Licensed Insurance Agent
Complete Senior Benefits
02.2025 - Current
Benefits Consultant
ConnectiCare
09.2024 - 02.2025
Customer Support Specialist
Keystone Advisors
01.2022 - 09.2024
Administartive Assistant
Adriactic's Financial Services
01.2017 - 01.2022
GED -
Henry's Home School Academy