Dynamic professional with a proven track record at Federated/W/E Insurance, adept in client relationship building and data entry accuracy. Excelled in upselling strategies and complaint handling, enhancing customer satisfaction and operational efficiency. Skilled in both personal and commercial insurance services, demonstrating a high-energy attitude and a commitment to excellence in all customer interactions.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Commercial Customer Service Representative
Federated/ W/E Insurance
Owatonna, MN
04.2021 - Current
Mainly work with clients on their personal insurance needs.
I quote and issue insurance policies.
Make changes to current policies.
Customer Service
Take payments.
Review renewals.
Prospect for new clients.
Train other co-workers.
I do have a few commercial policies.
Personal Service Representative
Federated/ W/E Insurance
Owatonn, MN
07.2017 - 04.2021
Working with clients on their personal insurance.
Make changes to their policies year-long.
Review renewals and re-quote.
Quote and issue new policies.
Customer Service.
Server
Grizzly's Wood-Fired Grill
Baxter, MN
03.2013 - 06.2017
Collected dirty dishes and glasses from tables or counters, preparing areas for next diners.
Collaborated with other restaurant staff members to ensure efficient operations within the restaurant environment.
Stocked service areas with supplies during slow periods.
Operated POS terminals to input orders, split bills and calculate totals.
Upheld high standards of sanitation in accordance with health department regulations.
Took orders from customers accurately and in a timely manner.
Developed rapport with guests and assisted in generating repeat business by providing exceptional customer service.
Maintained knowledge of current menu items, garnishes, ingredients, and preparation methods.
Collaborated with kitchen staff to ensure timely preparation and delivery of orders.
Education
Associate of Arts - Liberal Arts
CLC
Brainerd, MN
05-2014
Skills
Data entry proficiency
Upselling strategies
Complaint handling
Client relationship building
Call center experience
Insurance terminology
Industry awareness
Basic accounting
Money handling
High-energy attitude
Multi-line phone talent
Data entry accuracy
Remote office availability
Inbound call management
Calm and professional under pressure
Computer skills
Goal setting
Billing procedures
Problem resolution
Certification
AIS
AINS
Notary
Timeline
Commercial Customer Service Representative
Federated/ W/E Insurance
04.2021 - Current
Personal Service Representative
Federated/ W/E Insurance
07.2017 - 04.2021
Server
Grizzly's Wood-Fired Grill
03.2013 - 06.2017
Associate of Arts - Liberal Arts
CLC
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