Simone Song

• Responded to customer inquiries and problems to promote great service.
• Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
• Responded promptly to customer inquiries via phone calls or emails in a professional manner.
• Engaged customers and provided high level of service by carefully explaining details about documents.
• Maintained accurate records of client information including contact details and policy changes.
• Conducted customer needs assessments to identify appropriate coverage levels and options.
• Contacted underwriters and submitted forms to obtain binder coverage.

Collaborated with other fellow insurance agents to meet profit margin goals and served Korean American customers service for insurance needs. Certified in Property & Casualty and Life & Disability Insurance for CA State.

• Certified in Property & Casualty and Life & Disability Insurance for CA State.

• Collaborated with other fellow insurance agents to meet customer needs and to meet profit margin goals. Certified in Property & Casualty and Life & Disability Insurance for WA State.