Summary
Overview
Work History
Education
Skills
Timeline
Generic
Rosemary Torres

Rosemary Torres

Brooklyn,United States

Summary

Experienced and skillful Inbound Customer Service Agent providing high-quality service to callers, working addresses, and meeting all needs. Adept at following communication scripts to handle various conditions in a poised and professional manner properly. Understands the importance of delivering the mission of a brand with each and every action and interaction that takes place involving customers. Works to keep and increase customer satisfaction with every phone call.

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

An organized and motivated individual, eager to utilize time management and organizational skills across diverse settings. Seeking entry-level opportunities to enhance abilities while contributing to company growth.

Overview

9
9
years of professional experience

Work History

Charted Life Underwriter Manager

National Income Life Insurance Company
BROOKLYN, NY
02.2023 - Current

  • Maintained up-to-date knowledge of industry trends, regulations and compliance requirements.
  • Participated in regular training sessions regarding updates in relevant laws or regulations.
  • Verified accuracy of documentation such as income statements, tax returns, bank statements and other related documents.
  • Resolved discrepancies between customer documentation and internal records.
  • Underwrote renewals by reviewing premium history, claims history and company financial condition to determine action.
  • Provided personalized service to clients by phone, email, or in-person meetings.
  • Educated clients on various types of life insurance policies available in the market.
  • Prepared quotes for prospective customers based on their individual needs.
  • Maintained records of client information, including policies and payment history.
  • Ensured compliance with all applicable laws when issuing policies or making recommendations.
  • Negotiated terms of policy with clients to ensure maximum benefit for both parties.
  • Sold life insurance policies via telephone and assisted other agents with underwriting.
  • Participated in professional development opportunities to enhance insurance knowledge and sales skills.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Greatly improved office operations by reducing backtracking of work through creation of material movement process.
  • Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Developed appropriate quotes based on risk information.
  • Achieved repeat business and referrals through personalized services.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Provided ongoing support and advice to clients regarding policy adjustments and updates.
  • Upsold products to policyholders and potential new clients.
  • Prepared and delivered presentations on life insurance products to groups and individuals.

customer service represntative

tin building
Manhattan, United States
02.2021 - 11.2023
  • Resolved customer complaints in a timely and satisfactory manner, resulting in a 10% increase in customer loyalty
  • Developed customer service surveys to gain insights into customer satisfaction and identify areas for improvement
  • Developed and implemented customer service procedures and policies
  • Collaborated with other departments to ensure customer satisfaction
  • Analyzed customer feedback and identified areas for improvement
  • Created and maintained up-to-date customer records, ensuring accuracy and consistency in customer service.

customer service

target
Brooklyn, United States
07.2015 - 06.2020
  • Generated weekly reports summarizing customer feedback and trends, providing valuable insights to management
  • Collaborated with cross-functional teams to develop and implement innovative customer service strategies
  • Developed customer service training materials and conducted workshops, resulting in improved customer service competency
  • Trained and mentored new call center representatives on customer service policies, procedures, and best practices
  • Drafted reports to summarize customer service performance and provide insights to management.

Education

science -

abraham lincoln high
06.2007

Skills

  • Effective Time Management
  • Ability to Work in a Team
  • Ability to Work Under Pressure
  • Fast Learner
  • Customer Service
  • Multitasking Skills
  • Excellent Communication Skills
  • New Agent Training
  • Insurance Policy Sales
  • Insurance sales strategy
  • Building Relationships
  • Email Marketing
  • Referral management
  • Negotiation Tactics
  • Client Relationship Management
  • Upselling strategies
  • Team training and development
  • Client Retention
  • Appointment Scheduling
  • Underwriter Collaboration

Timeline

Charted Life Underwriter Manager

National Income Life Insurance Company
02.2023 - Current

customer service represntative

tin building
02.2021 - 11.2023

customer service

target
07.2015 - 06.2020

science -

abraham lincoln high
Rosemary Torres