Tanner Bowers
Leavenworth,KS
Summary
Knowledgeable and dedicated customer service professional with extensive experience in Insurance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Client Service Advisor
National Real Estate Insurance Group
07.2023 - Current
- Communicate directly with clients via phone and email in a professional, yet friendly manner
- Add new properties to existing accounts
- Delete properties to existing accounts
- Maintains client records by updating or changing account information
- Resolves service problems by clarifying the client's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution
- Resolves billing issues by working with Billing and Collections to correct account as necessary
- Onboarding new clients
- Contributes to team effort by accomplishing related results as needed.
Insurance Agent
Evans Real Estate and Insurance
07.2016 - 07.2022
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns
- Drove client retention by increasing savings opportunities and identifying premium discounts
- Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations
- Engaged customers and provided high level of service by carefully explaining details about documents
- Provided quality control and maximized revenue by eliminating downtime, implementing proven selling strategies, and promoting marketing messages
- Improved data collection accuracy by structuring systems for desktop spreadsheets
- Received underwriting approvals after accurately completing applications for insurance coverage
- Monitored clients' insurance coverages to ensure changing needs were met.
Education
Bachelor of Science in Business -
University of Phoenix
Phoenix, AZBusiness Management - undefined
Kansas City Kansas Community College
Kansas City, KSSkills
Cross-selling and upselling
Policy adjustment knowledge
Customer follow-up
Reliable and trustworthy
Complaint Handling
Account Management
Exceptional communication
Client Retention Strategies
Certification
Kansas Insurance Producer License, Personal Lines, Property & Casualty, Crop - Present
Timeline
Client Service Advisor
National Real Estate Insurance Group
07.2023 - Current
Insurance Agent
Evans Real Estate and Insurance
07.2016 - 07.2022
Bachelor of Science in Business -
University of Phoenix
Business Management - undefined
Kansas City Kansas Community College