Sherry Becke
Morton,IL
Summary
Personable and dedicated customer service representative with extensive experience in industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance CSR
First Mid Insurance Group
Normal , IL
05.2019 - Current
- Adhered to company's established protocols for handling confidential data.
- Documented all conversations with customers in CRM software according to company standards.
- Performed account maintenance activities such as updating client information in databases.
- Followed up with customers to ensure their satisfaction.
- Managed multiple tasks simultaneously while providing excellent customer service experience.
- Participated in team meetings or training sessions when necessary.
- Negotiated contracts between insurers and insured parties in order to obtain favorable terms for both sides.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Provided customers with information regarding plan features, pricing, and availability.
- Maintained accurate records of all insurance transactions using computer software systems.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Contacted underwriters and submitted forms to obtain binder coverage.
Office Assistant
Chizmar Landscaping
Bloomington, IL
12.2015 - 09.2019
- Answered incoming calls in a professional manner and directed callers to the appropriate personnel.
- Provided administrative support to staff members, including copying and scanning documents, filing paperwork, and ordering supplies.
- Created spreadsheets using Microsoft Excel to track expenses and other financial data related to the office budget.
- Managed daily office operations and maintained a clean and efficient workspace.
Education
High School Diploma -
Lexington High School
Lexington, IL 06-1998
Some College (No Degree) -
Colorado Technical University
Colorado Springs, COSkills
- CRM Software
- Data Entry
- Account updating
- Product Knowledge
- Product Promotion
- Documentation
- Document Control
- Microsoft Outlook
- Customer Relations
Certification
- Illinois Insurance Producer License Exp 6/25
Timeline
Insurance CSR
First Mid Insurance Group
05.2019 - Current
Office Assistant
Chizmar Landscaping
12.2015 - 09.2019
High School Diploma -
Lexington High School
Some College (No Degree) -
Colorado Technical University
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