Samantha Choate
Summary
Dynamic professional with a proven track record in policy analysis and exceptional customer service, honed across roles at Home Builders Insurance Services and other notable companies. Expert in cultivating client relationships and streamlining renewal processes, achieving enhanced customer satisfaction. Skilled in multitasking and problem-solving, ensuring optimal support and efficiency in fast-paced environments.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Commercial Insurance Agent
Home Builders Insurance Services
07.2023 - Current
- Offered detailed information about products and binding coverage.
- Received inbound phone calls and electronic quote submissions.
- Reviewed, shopped and processed renewals.
- Developed new business opportunities for the agency through targeted prospecting and networking activities.
- Optimized renewal processes for enhanced customer experience by proactively reviewing policies prior to expiration dates.
- Cultivated strong relationships with carrier partners to ensure optimal support for clients'' ongoing needs.
General Lines Insurance Agent
Cooper Insures
04.2019 - 07.2023
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Server/Lead Busser
Catfish Plantation
01.2017 - 01.2020
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Cultivated warm relationships with regular customers.
- Performed opening and closing duties, ensuring the dining area was prepared for seamless service transitions.
- Enhanced customer satisfaction by promptly attending to their needs and providing personalized service.
- Maintained a clean and orderly dining area for an enjoyable guest experience.
Cashier
Shell Gas Station
11.2017 - 04.2018
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Built relationships with customers to encourage repeat business.
Education
High School Diploma -
Waxahachie High School
Waxahachie, TX08-2017
Skills
- Policy analysis
- Customer Service
- Problem-solving abilities
- Multitasking
Certification
- Property and Casualty License - Texas Department of Insurance.
Timeline
Commercial Insurance Agent
Home Builders Insurance Services
07.2023 - Current
General Lines Insurance Agent
Cooper Insures
04.2019 - 07.2023
Cashier
Shell Gas Station
11.2017 - 04.2018
Server/Lead Busser
Catfish Plantation
01.2017 - 01.2020
- Property and Casualty License - Texas Department of Insurance.
High School Diploma -
Waxahachie High School
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