Insurance professional with extensive experience at Progressive, specializing in customer service and insurance sales strategy. Demonstrated success in developing customized insurance plans and educating clients to ensure optimal coverage. Proficient in CRM software, consistently enhancing client satisfaction through effective communication and relationship-building skills.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Insurance Agent (Sales)
Progressive
Mayfield Village, OH
09.2023 - 01.2026
Facilitated accurate quotes by gathering detailed customer information.
Developed tailored insurance plans to meet individual client needs.
Provided clear information on plan features, pricing, and availability.
Processed client payments promptly according to established procedures.
Responded swiftly to inquiries about coverage plans with precise details.
Educated clients on maintaining adequate insurance coverage for optimal protection.
Simplified complex insurance terms to enhance client understanding.
Participated in continuing education courses to stay updated on industry trends and regulations.
Reissue Agent, Trainer, Chat Agent
GEICO
Macon, GA
05.2014 - 03.2023
Resolved customer complaints in a timely manner to maintain high satisfaction levels.
Responded quickly and accurately to inquiries from clients regarding their coverage plans.
Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Assessed customer risk levels and recommended appropriate coverage options.
Educated customers on the importance of maintaining adequate insurance coverage.
Gathered detailed information from customers prior to offering quotes or making recommendations.
Participated in continuing education courses to stay current on industry trends and changes in regulations.
Engaged customers and provided high level of service by carefully explaining details about documents.
Warranty Specialist
Sleepy's Mattress
Hicksville, NY
04.2013 - 03.2014
Reviewed warranty documents to ensure accuracy and completeness of information.
Responded promptly to customer inquiries regarding product warranty status.
Drafted correspondence detailing updates to existing warranty contracts.
Provided technical assistance during troubleshooting for products under warranty coverage.
Researched root causes of warranty issues and proposed effective solutions.
Guided customers in completing necessary paperwork for successful warranty claims.
Customer Service Representative
South Carolina Electric & Gas
North Charleston, SC
05.2006 - 03.2013
Delivered exceptional customer service, ensuring high levels of customer satisfaction.
Conducted regular follow-up calls to verify resolution effectiveness and enhance customer loyalty.
Resolved customer complaints promptly, maintaining professionalism in challenging situations.
Developed strong customer relationships through personalized assistance and support.
Responded to inquiries via phone, email, and chat, providing accurate information on products and services.
Assisted customers with account inquiries and billing issues, ensuring clarity and understanding.
Resolved service interruptions efficiently and scheduled technician visits as needed.
Educated customers about energy-saving programs and services to promote sustainable practices.
Education
High School Diploma -
Lincoln High School
McClellanville, SC
05-1992
Skills
Customer service and support
CRM software proficiency
Account management
Policy renewals
Lead development
Insurance sales strategy
Upselling techniques
Certification
Currently a licensed insurance agent in the state of South Carolina