Samantha Everley
Port Saint Lucie,FL
Summary
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.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Insurance Agent
The Hanover Insurance Group, Inc.
Worcester, MA
05.2023 - Current
- Responded promptly to emails and phone calls from customers seeking assistance.
- Researched relevant policy information to answer customer questions.
- Assisted with customer inquiries, complaints, and requests for information regarding insurance policies.
- Developed strong relationships with clients by providing exceptional customer service.
- Assisted in the development and implementation of customer service policies and procedures.
- Collaborated with colleagues from other departments to resolve escalated customer issues.
- Identified opportunities for process improvements based on customer feedback.
- Performed administrative duties such as filing, scanning, faxing, copying documents.
- Verified accuracy of customer data entered into the system.
- Ensured compliance with company guidelines and regulatory standards when dealing with customers' accounts or policies.
Insurance Customer Service Representative
AAA The Auto Club Group
Tampa, FL
10.2021 - 05.2023
- Generated weekly reports on new memberships, renewals, cancellations and other relevant information.
- Processed applications, renewals, cancellations, upgrades and downgrades in a timely manner.
- Maintained up-to-date knowledge of company policies related to membership services.
- Conducted follow-up calls to ensure satisfactory resolution of customer issues.
- Responded promptly to emails and phone calls from customers seeking assistance.
- Collaborated with colleagues from other departments to resolve escalated customer issues.
- Identified opportunities for process improvements based on customer feedback.
- Ensured compliance with company guidelines and regulatory standards when dealing with customers' accounts or policies.
- Processed new policy applications and updated existing policy documents.
- Maintained accurate records of customer interactions and transactions.
Insurance Sales Agent
Next Level Insurance
Port St Lucie , FL
09.2020 - 10.2021
- Identified cross-selling opportunities among existing customers.
- Reviewed insurance policies periodically to make sure they meet customer needs.
- Built relationships with existing clients by providing exceptional service.
- Responded to inquiries and explained product features and service advantages to potential customers.
- Ensured that all required documents are properly filled out before submission.
- Analyzed clients' existing insurance policies and recommended adjustments or additional coverage as needed.
- Developed referral networks with other professionals, resulting in increased business opportunities.
- Collaborated with underwriters to assess risks and determine policy terms and premiums.
- Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
- Developed and executed effective sales strategies to meet and exceed monthly sales targets.
- Upsold products to policyholders and potential new clients.
- Utilized CRM software to track leads, customer interactions, and sales progress efficiently.
- Exceeded company sales goals for new policies.
Insurance Sales Agent
Good2Go Auto Insurance
Port St Lucie , FL
01.2018 - 09.2020
- Identified cross-selling opportunities among existing customers.
- Performed administrative tasks such as updating databases, filing paperwork.
- Developed and implemented successful sales strategies to increase customer base.
- Maintained accurate records of client information in CRM software system.
- Advised clients on coverage amounts needed based on individual circumstances.
- Reviewed insurance policies periodically to make sure they meet customer needs.
- Identified opportunities for upselling additional products or services based on customer needs.
- Processed applications and paperwork related to policy issuance or renewal.
- Assisted clients in selecting appropriate coverage options for their needs.
- Built relationships with existing clients by providing exceptional service.
- Developed a customer service strategy to ensure the highest level of satisfaction.
Insurance Sales Agent/Seasonal Worker
Fiorella Insurance Agency
Stuart , FL
10.2017 - 01.2018
- Advised clients on coverage amounts needed based on individual circumstances.
- Provided advice on financial planning and insurance policies.
- Maintained accurate records of client information in CRM software system.
- Developed a customer service strategy to ensure the highest level of satisfaction.
- Ensured that all required documents are properly filled out before submission.
- Built relationships with existing clients by providing exceptional service.
- Reviewed insurance policies periodically to make sure they meet customer needs.
- Developed and implemented successful sales strategies to increase customer base.
- Identified cross-selling opportunities among existing customers.
- Maintained compliance with all regulatory requirements and ethical standards in the insurance industry.
- Managed a portfolio clients, providing personalized insurance solutions based on individual needs.
Server/To-Go Specialist
Olive Garden
Jensen Beach , FL
06.2015 - 10.2017
- Delivered food orders promptly and courteously.
- Communicated effectively with kitchen staff regarding customer allergies or special requests.
- Accurately recorded orders on cash register and point-of-sale system.
- Checked food before serving it to customers.
- Prepared drinks according to standard recipes.
- Collaborated with other restaurant staff members to ensure efficient operations within the restaurant environment.
- Performed opening and closing duties such as setting up the dining area, restocking supplies.
- Took orders from customers accurately and in a timely manner.
- Ensured that each guest was served courteously, quickly, and efficiently.
- Handled money transactions accurately while following company procedures for handling cash payments.
- Responded efficiently to guest inquiries and complaints in a professional manner.
- Maintained records of transactions made during shift as required by law or company policy.
- Checked with customers to determine satisfaction with meals, promptly taking action to correct problems.
- Cleaned tables and chairs to prepare dining area for next customers.
- Trained new employees on restaurant procedures and plating techniques.
Shift Manager
Moe's Southwest Grille
Port St Lucie , FL
10.2013 - 06.2015
- Oversaw the training of new employees on customer service, product knowledge, and cash handling techniques.
- Responded quickly and effectively to emergency situations as they arose.
- Managed the scheduling of staff shifts to ensure adequate coverage at all times.
- Developed and maintained positive working relationships with staff, customers, and vendors.
- Inspected work areas regularly for cleanliness and organization standards.
- Maintained inventory levels by monitoring stockroom orders and restocking shelves as needed.
- Analyzed sales reports for trends in order to identify areas for improvement or growth opportunities.
- Prepared detailed incident reports following any incidents that occurred during shifts.
- Ensured completion of all opening and closing duties were completed accurately according to established guidelines.
- Assisted in resolving escalated customer service issues in a timely manner.
- Resolved conflicts between staff members in a professional manner.
- Provided coaching and guidance to team members when necessary to improve performance.
- Conducted daily shift meetings to review sales goals, safety issues, promotions, and other topics.
Education
GED -
A.T.I Career Training Center
Doral, FL08-2009
Skills
- Lead Development
- CRM Software
- Customer follow-up
- Customer Service
- Client Relations
- Policy Renewals
- Account Management
- Client Retention
- Policy Knowledge
- Client Account Management
- Upselling
- Policy writing
- Policy adjustment knowledge
- New Client Acquisition
Certification
- 215 Health and Life License
- 2044 General Lines Producer License
- 440 Customer service License
References
References available upon request.
Timeline
Insurance Agent
The Hanover Insurance Group, Inc.
05.2023 - Current
Insurance Customer Service Representative
AAA The Auto Club Group
10.2021 - 05.2023
Insurance Sales Agent
Next Level Insurance
09.2020 - 10.2021
Insurance Sales Agent
Good2Go Auto Insurance
01.2018 - 09.2020
Insurance Sales Agent/Seasonal Worker
Fiorella Insurance Agency
10.2017 - 01.2018
Server/To-Go Specialist
Olive Garden
06.2015 - 10.2017
Shift Manager
Moe's Southwest Grille
10.2013 - 06.2015
GED -
A.T.I Career Training Center
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