Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Stacinea Bowman

Prattville,AL

Summary

Results-driven professional eager to provide customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills in multitasking, problem-solving, and consistently meeting and exceeding sales targets.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Insurance Agent

Direct Auto & Life Insurance
05.2024 - Current
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Expanded client base by actively prospecting for new business opportunities and generating referrals.
  • Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
  • Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.

Benefits Specialist

IQVIA
Remote
07.2022 - 05.2024
  • Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email, and in-person interactions.
  • Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
  • Conducted prior authorizations for copay assistance cards for patients.

Customer Service Representative

Alorica
Remote
11.2020 - 05.2022
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Identified and resolved discrepancies and errors in customer accounts.
  • Cross-trained and provided backup support for organizational leadership.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Maintained up-to-date knowledge of product and service changes.
  • Delivered prompt service to prioritize customer needs.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Contributed to sales growth by upselling products and services based on individual customer requirements.
  • Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.

Membership Services Representative

Teladoc
Remote
01.2020 - 11.2020
  • Assisted prospective and established members in person or by telephone.
  • Helped members navigate systems, pay for services and resolve different concerns.
  • Coordinated enrollment and onboarding of new members with associated feeds and paperwork.
  • Processed new memberships and renewals, ensuring accurate data entry and timely processing.
  • Enhanced member satisfaction by providing exceptional customer service and addressing concerns promptly.
  • Successfully resolved escalated member complaints by actively listening, empathizing, discussing solutions together, and following up postresolution.
  • Met customer call guidelines for service levels, handle time and productivity.

Education

Wetumpka High School
Wetumpka, AL
05.2010

Skills

  • Quotes and sales
  • Customer follow-up
  • Client needs analysis
  • Policy writing
  • Upselling
  • Customer Service
  • Problem-solving abilities
  • Multitasking
  • Reliability
  • Team Leadership
  • Insurance sales
  • Product Knowledge
  • Conflict Resolution
  • Risk Assessment

Certification

Personal Lines License

Life and Health Lines License

Medical Assistant Certification

EKG Certification

Timeline

Insurance Agent

Direct Auto & Life Insurance
05.2024 - Current

Benefits Specialist

IQVIA
07.2022 - 05.2024

Customer Service Representative

Alorica
11.2020 - 05.2022

Membership Services Representative

Teladoc
01.2020 - 11.2020

Wetumpka High School
Stacinea Bowman