Sherry Lyon

• Analyzed client insurance needs to recommend optimal coverage solutions.
• Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
• Followed up on denials, late payments, extensions and other special circumstances.
• Maintained high standards of customer service by building relationships with clients.
• Resolved discrepancies in insurance payments by collaborating with carriers.
• Maintained a high level of industry expertise through continuous professional development courses and certifications in the field of insurance specialty.
• Streamlined policy management by regularly updating client information and tracking policy changes.
• Acted as subject matter expert, answering internal, and external questions and inquiries.
• Researched and resolved routine and complex issues.
• Ensured regulatory compliance through diligent monitoring of company practices and adherence to guidelines.
• Strengthened client relationships through consistent follow-ups, ensuring timely renewals and retention.
• Proactively addressed potential risks by conducting thorough reviews of clients'' policies for coverage gaps.
• Increased sales revenue with persuasive presentations of insurance products tailored to clients'' needs.
• Responded to customer calls swiftly to resolve issues and answer questions.
• Determined client needs and financial situations by listening and scheduling fact-finding appointments.
• Analyzed customer needs to provide customized insurance solutions.
• Calculated premiums and established payment methods for sales.
• Met with customers to provide information about available products and policies.
• Conducted annual reviews of existing policies to update information.
• Evaluated competitors' products and services to gain competitive advantage.
• Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.

Answered incoming calls to help customers with insurance needs and added any coverages needed. I was promoted from a customer service representative to a coach (the beginning of the supervisory roll)

• Resolved customer inquiries efficiently, ensuring high satisfaction levels.
• Trained new representatives on company policies and procedures to enhance team performance.
• Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
• Responded to customer requests for products, services, and company information.
• Led quarterly customer service meetings to review performance and set goals for improvement.
• Participated in cross-functional teams to discuss ways to improve overall customer satisfaction across company.

• Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
• Developed strong product knowledge to provide informed recommendations based on individual customer needs.
• Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.