Results-driven Licensed Sales Professional with a strong focus on client satisfaction, effective communication, and problem-solving. Committed to guiding clients in selecting optimal insurance coverage and resolving inquiries promptly.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Licensed Sales Professional/Service
Mahoney Baus Allstate Agency
Lafayette, Louisiana
02.2022 - Current
Guided clients in selecting insurance coverage options tailored to their needs.
Educated customers on policy details and benefits to improve their decision-making.
Conducted comprehensive policy reviews to ensure adequate coverage.
Resolved client inquiries and concerns promptly to ensure satisfaction.
Managed incoming calls to assist clients with inquiries, ensuring timely information and support.
Welcomed customers upon arrival at the agency. and provided prompt, courteous service.
Utilized agency software for accurate management of client information and documentation.
Utilized CRM software to document customer interactions, feedback, and resolutions.
Accurate and efficient processing of client payments
Automotive Finance Manager
Courtesy Automotive Group
Breaux Bridge, Louisiana
04.2018 - 01.2022
Managed financing processes for automotive purchases and leases.
Collaborated with sales teams to structure competitive financing options.
Reviewed credit applications and assessed customer financial profiles.
Developed relationships with financial institutions for loan approvals.
Reviewed contracts for accuracy prior to signing by customers.
Resolved customer complaints regarding auto financing services in a timely manner.