Focused and dedicated insurance professional with several years of experience with comprehensive understanding of complex insurance policies, risk management strategies, and client relationship building. Strong advocate for clients' needs, leveraging negotiation skills to ensure optimal coverage options. Demonstrated success in cultivating professional relationships and enhancing customer satisfaction. Consistently drive growth through strategic sales tactics and proactive problem-solving.
Overview
10
10
years of professional experience
2
2
years of post-secondary education
1
1
Certification
Work History
Licensed Insurance Agent/Customer Service Representative
Sean Laughlin, State Farm
Kingwood
07.2018 - Current
Answer and respond to all incoming calls, emails and text
Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
Identified opportunities for cross-selling additional policies or services to existing customers.
Initiated contact with potential clients through cold calling and networking activities.
Performed routine follow-up calls to assess customer satisfaction with products and services.
Maintained accurate records of client information including contact details and policy changes.
Pursued continued professional development through insurance workshops, course and webinars.
Advised clients on their insurance needs and coverage options based on individual requirements
Managing and maintaining policy holder payment accounts, processing payments, contacting policy holders regarding billing status
Educate policy holders on how their insurance policy functions as well as explain State mandated insurance requirements
Maintained accurate client records using agency management software daily.
Customer Service Lead
Bed Bath and Beyond
Humble
05.2016 - 07.2018
Greeting each customer with a friendly smile
Assist customers in search for particular items
Manage and maintain customer service desk as well as front of store
Assist all cashiers with troubleshooting technical problems
Assuring a satisfactory experience for each customer
Merchandising and restocking registers and front end
Training new customer service employees tasks and responsibilities
Over-riding and approving transactions
Education
Associate of Arts -
Lone Star College
Kingwood, TX
08.2012 - 05.2014
High School Diploma - Fine Arts
Splendora High School
Splendora, TX
08.2012 -
Skills
Computer literacy
Managing client accounts
CRM software
Communication skills
Organizational skills
Time management
Microsoft Word
Policy writing
Certification
Texas Property and Casualty Licensed, 2018- Current
Personal Information
Work Permit: Authorized to work in the US for any employer
Timeline
Licensed Insurance Agent/Customer Service Representative
Licensed Insurance Agent/Customer Service Representative at Call Hub SolutionsLicensed Insurance Agent/Customer Service Representative at Call Hub Solutions