Results-driven and highly qualified professional with a proven track record of exceeding client expectations. Notably recognized for providing outstanding customer service, increasing efficiency, productivity, and revenue. Skilled in analytical thinking and leading collaborative task-oriented process to increase overall organizational performance and customer satisfaction through strategic practices.
• Handled phone and email inquiries from insurance companies to identify and prepare premium quotes and agreements and send renewal quotes to clients.
• Developed strong relationships with customers by providing clear and concise communication through email, phone calls, and face-to-face meetings.
• Kept records of customer interactions or transactions, recording details of inquiries.
• Processed new applications, renewals, cancellations, endorsements, and other changes as needed.
• Reviewed accounts at renewal to determine best fit by clarifying customer needs.
• Assisted customers with filing claims accurately and efficiently following established guidelines.
• Provided timely and accurate responses to customer inquiries regarding policies, procedures, and coverage.
• Archived records and materials for audit purposes.
• Managed multiple accounts simultaneously while meeting deadlines for completion of tasks.
• Assisted customers in filing claims and making and receiving payments.
• Explained insurance features and service advantages to existing and potential customers.
• Adhered to all applicable laws when issuing new policies or making changes to existing ones.
• Collaborated with internal departments such as underwriting and billing to resolve customer issues quickly.
• Verified accuracy of data entered the system while maintaining confidentiality of customer information.
• Demonstrated ability to provide excellent customer service in resolving complex insurance claims.
• Determined charges for services requested, collecting deposits and payments or arranging for billing.