Dedicated professional skilled in customer service and CRM software. Known for building strong client relationships and effectively managing policy inquiries, ready to enhance operational efficiency and client satisfaction.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Agent Assistant
American Family Insurance
Blue Springs, MO
10.2024 - Current
Assisted clients with policy inquiries and claims processing.
Maintained organized records for customer interactions and insurance documentation.
Collaborated with agents to streamline communication and improve client service workflows.
Utilized Salesforce to track customer data and update policy information efficiently.
Maintained accurate records of client interactions and transactions within CRM systems.
Store and Bar Manager
Mermaid Cove
Gravois Mills, MO
05.2023 - 10.2025
Oversaw daily store operations, ensuring adherence to company policies and procedures.
Trained and mentored staff on customer service standards and sales techniques.
Analyzed sales trends to optimize inventory management and merchandising strategies.
Developed employee schedules to maintain optimal staffing levels during peak hours.
Managed vendor relationships, negotiating contracts for favorable pricing and delivery terms.
Managed inventory control, cash control, and store opening and closing procedures.