Dynamic professional with a proven track record in insurance sales and client relationship management, notably at Matthew Saint: Allstate Insurance Agency. Expert in leveraging insurance product expertise and exceptional customer service to achieve high client retention rates. Skilled in team leadership and critical thinking, consistently enhancing customer satisfaction and operational efficiency.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent/Office Manager
Matthew Saint: Allstate Insurance Agency
Remote
01.2023 - Current
Built relationships with clients using active listening and issue resolution to provide excellent service.
Calculated quotes and educated potential clients on insurance options.
Maintained high standards of customer service by building relationships with clients.
Responded to customer calls swiftly to resolve issues and answer questions.
Achieved high client retention rates by consistently delivering exceptional service and support throughout the policy lifecycle.
Managed and motivated employees to be productive and engaged in work.
Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Customer Service Representative
Farmers Insurance Agency
Marshall, MI
11.2023 - 01.2024
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Restaurant Manager
Climax Enterprises LLC- Long Island Cafe
256 Helmer Rd N, Battle Creek, MI 49037
04.2021 - 11.2023
Managed daily operations to ensure a high level of efficiency, consistency, and quality in both food and service.
Managed staff schedules and maintained adequate coverage for all shifts.
Met, greeted, and encouraged feedback from customers and used feedback to implement positive changes within restaurant.
Handled escalated customer concerns with speed and knowledgeable support to achieve optimal satisfaction and maintain long-term loyalty.
Reconciled cash and credit card transactions to maintain accurate records.
Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
Served food and beverages promptly with focused attention to customer needs.
Education
No Degree - General Education Associates
Kellogg Community College
Battle Creek, MI
Skills
Insurance sales expertise
Insurance product expertise
Client relationship management
Client account management
Customer service
Critical thinking
Data entry
CRM software
File maintenance
Work ethic and integrity
Patience and empathy
Team leadership
Time management
Decision-making
Verbal and written communication
Staff training and development
Staff management
Goal setting
Task delegation
Certification
Licensed Insurance Agent - Michigan Department of Insurance.
Licensed Insurance Agent/Office Manager/Account Manager at The Dennis Smith Agency- Farmers InsuranceLicensed Insurance Agent/Office Manager/Account Manager at The Dennis Smith Agency- Farmers Insurance