Customer Service Agent
Schwartz & Shea Insurance Agency
2015.06 - Current
- Evaluated customer information to explore issues, develop potential solutions, and maintain high-quality service.
- Entered customer interaction details in sales system to track requests, document problems, and record solutions offered.
- Educated clients on account services and resolved client inquiries regarding statement information and account balances.
- Contacted customers to return routine and general calls promptly.
- Built and maintained relationships with associates, customers and vendors.
- Performed other duties to support goals and objectives of relationship management teams.