Reeva Pierre
Sanford
Summary
Experienced in managing face-to-face and high-volume inbound calls while ensuring customer satisfaction and fostering long-term relationships. Proficient in CRM systems, with strong active listening and multitasking abilities. Client-focused financial services professional with expertise in delivering needs-based guidance and resolving complex inquiries. Skilled in explaining financial and insurance options, maintaining regulatory compliance, and supporting clients through critical financial decisions.
Overview
2025
2025
years of professional experience
1
1
Certification
Work History
Customer Service Representative
State Farm - Buddy Davenport
01.2024 - 01.2025
- Delivered prompt, accurate service while educating customers on coverage options.
- Resolved customer complaints through effective communication and problem-solving.
- Assisted customers with policy inquiries and claims processing.
- Built strong customer relationships through proactive follow-ups and personalized coverage reviews.
U-65 Health Insurance Agent
Assurance IQ
01.2022 - 01.2024
- Guided clients in selecting plans tailored to financial and healthcare needs, enhancing overall satisfaction.
- Recommended supplemental benefits, increasing clients' protection levels to meet their specific needs.
- Managed high-volume inbound calls, addressing coverage inquiries to ensure client understanding and compliance.
- Calculated premiums and completed compliant enrollments.
Claims Desk Adjuster
Mercury Insurance
Remote
01.2020 - 01.2022
- Determined liability, coverage, and damages through detailed investigations.
- Evaluated insurance claims for accuracy and compliance with company policies.
- Communicated with policyholders to gather information and clarify claim details.
- Reviewed documentation to determine coverage eligibility and claim validity.
Employee Benefits Coordinator
Ward Services
01.2014 - 01.2022
- Educated employees on health and retirement benefits during enrollment meetings to enhance understanding and participation.
- Resolved complex benefits inquiries, ensuring regulatory compliance and maintaining employee trust.
- Coordinated employee benefits enrollment and provided guidance on plan options.
- Assisted employees with claims processing and resolved benefit-related inquiries.
- Maintained accurate records of employee benefits and ensured compliance with regulations.
Medicare Enrollment Specialist
E-Telequote Insurance
01.2019 - 01.2021
- Guided clients in selecting Medicare plans and completing enrollment processes, ensuring informed decisions.
- Clarified eligibility requirements and outlined benefits in straightforward language to enhance understanding.
- Assisted clients with Medicare enrollment applications and documentation.
- Verified client eligibility for Medicare programs and services.
Mass Tort Litigation Paralegal
The Plaintiff Law Group
2014 - 2019
- Managed complex caseloads and improved administrative efficiency by 30%.
- Communicated with clients to gather information and update them on case status.
- Organized large volumes of data into databases for use in document reviews or case management systems.
- Obtained, reviewed and summarized medical records at direction of trial attorneys, consulting outside experts and arranging for medical examinations when relevant to cases.
Education
Bachelor of Arts - Legal Studies
Southern New Hampshire University
01-2024
Skills
- Customer Support
- Customer service
- Problem Resolution
- Client Relationship Management
- Cross-Selling & Upselling
- Sales closing
- Documentation Accuracy
- Financial Needs Analysis
- Regulatory Compliance
- Client Education
Certification
• Active 2-15
• Active 4-40
• Active 6-20
• AHIP Certified
• FFM Certified
• SIE & Series 6 Exam (Pending)
• Active 4-40
• Active 6-20
• AHIP Certified
• FFM Certified
• SIE & Series 6 Exam (Pending)
Timeline
Customer Service Representative
State Farm - Buddy Davenport
01.2024 - 01.2025
U-65 Health Insurance Agent
Assurance IQ
01.2022 - 01.2024
Claims Desk Adjuster
Mercury Insurance
01.2020 - 01.2022
Medicare Enrollment Specialist
E-Telequote Insurance
01.2019 - 01.2021
Employee Benefits Coordinator
Ward Services
01.2014 - 01.2022
Mass Tort Litigation Paralegal
The Plaintiff Law Group
2014 - 2019
Bachelor of Arts - Legal Studies
Southern New Hampshire University