Regina Lopez
Granger,IN
Summary
Seeking a service position, eager to utilize my skill set with 20+ years' experience in customer relations. Currently, an insightful Licensed Insurance Broker bringing 5 years of insurance product and policy management expertise to a growing organization. Passionate cultivator of loyal customer relationships and organizational service quality. Team player with exceptional listening and critical thinking skills in addition to a personable personality that helps avoid escalations.
Overview
26
26
years of professional experience
Work History
Licensed Life Insurance Broker
North American Senior Benefits
2020.03 - Current
- Evaluated client's medical history as the pre-underwriter to assist between the state regulated provider and the client for efficient processing of applications.
- Conducted annual reviews of existing policies to update information.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Analyzed risk factors to recommend appropriate coverage levels.
- Met with customers to provide education and information about available products and services in addition to policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
Customer Service Manager
Bonnell Aluminum
2018.08 - 2019.11
- Manage and coached a team of customer service representatives, fostering a positive work environment focused on teamwork and collaboration
- Set and accomplish goals for personal performance and development plans
- Maintain Quote Team Review, Request for Quotes and maintenance of Master Price Lists
- Alert Manufacturing of special/unusual customer order requirements
- Manage, track, and assess metrics associated with the OTD goal of 90% or better
- Daily review of press capacity to ensure timely delivery of orders
- Review of customer surveys, track feedback, and resolve issues
- Took ownership of customer issues and followed problems through to resolution prioritizing customer satisfaction and loyalty
- Actively listened to customers, handled concerns quickly and escalated major issues to upper management
Customer Service Supervisor
Parker Hannifin
1998.08 - 2018.06
- Lead On Time Delivery high performance team
- Launched Customer Service Corporate initiative for the division with Management support
- Expedite and collaborate specific customer requests working as the Liaison between Customers and Production Supervisors/Managers
- Interact with engineers on new project proposals, tooling and engineer orders
- Set and accomplish goals for personal performance and development plans
- Investigate Customer Scorecards and surveys utilizing feedback to create improved customer experiences
- Implement Lean concepts
- Maintain and plan for Customer forecasts
- Collaborated with other departments to address recurring customer concerns, improving overall service quality
Education
Bachelors Degree - Organizational Management
Bethel College
Mishawaka, IN05.2014
Associates Degree - Executive Administration
Davenport College
South Bend, IN12.1995
Skills
- Excellent communication and interpersonal skill
- Underwriter Collaboration
- Client Account Management
- Exceptional written and communication skill
- Analytical and detail oriented
- Adapts easily to a consistently changing environment
- Demonstrates positive leadership and coaching skill
- Resourceful while maximizing end results
- Valuable team player with a unique way to influence and inspire others
- Experienced in SAP Enterprise software to manage business operations
- Experienced in Salesforce CRM, Microsoft Office, and Power Point
Personal Development
Invested and attended Fred Pryor seminars on Creative Leadership, Team Building, Mentors/Coach
Zinger Zanger - Executive Coaching Sessions
Member of the National Association for Professional Women
Invested and attended Entre Institute Impact Event
Timeline
Licensed Life Insurance Broker
North American Senior Benefits
2020.03 - Current
Customer Service Manager
Bonnell Aluminum
2018.08 - 2019.11
Customer Service Supervisor
Parker Hannifin
1998.08 - 2018.06
Bachelors Degree - Organizational Management
Bethel College
Associates Degree - Executive Administration
Davenport College
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