Taylor Horton

serve as a primary point contact for customers via email and phone, resolving questions related to services, scheduling and billing.

coordinate appointment, follow-ups and on going customer communications to ensure high satisfaction.

maintain accurate customer records and communication logs in CRM systems

assist with invoicing, payment tracking and basic financial reporting using quickbooks and excel

identify workflow improvements to streamline customer communications and internal processes.

collaborate with technicians and manage customer concerns efficiently.

Provide daily customer support for policy inquires,changes, renewals, and claims questions

built strong relationships with clients through clear communications and personalized service

educated customers on coverage options to help them make informed decisions

maintained accurate client records and compliance documentation in CRM systems

supported customer retention through regular policy reviews and proactive outreach

Delivered front-line customer service, handling inquires, documentation and scheduling

managed office operations including records, filing systems and payment processing

assisted customer throughout the purchase and documentation process

improved organization systems to increase efficiency and reduce errors