Summary
Overview
Work History
Education
Skills
Timeline
Generic

Teresa Smith

Rockwall,TX

Summary

Dynamic customer service professional with extensive experience at Legacy Insurance Group, excelling in CRM software utilization and issue resolution. Proven track record of enhancing client satisfaction through effective communication and compliance education. Adept at maintaining accurate records and fostering strong customer relationships, ensuring seamless service delivery and operational efficiency.

Overview

20
20
years of professional experience

Work History

Customer Service Representative

Us compliance Services
Boise, Idaho
02.2025 - 08.2025
  • Provided excellent customer support via phone and email communication.
  • Assisted clients with compliance questions and service inquiries.
  • Maintained accurate records of customer interactions in the database.
  • Collaborated with team members to resolve customer issues efficiently.
  • Educated customers on regulatory requirements and company services.
  • Coordinated daily operational tasks and maintained workflow efficiency.
  • Assisted in data entry and record management for accurate documentation.

Bartender

Shuck N Jive
Dallas, TX
06.2021 - 04.2022
  • Mixed and served a variety of cocktails and beverages for customers.
  • Assisted in managing inventory by restocking supplies as needed.
  • Engaged with patrons to create a welcoming and friendly atmosphere.

Customer Service Representative

Legacy insurance Group
Richardson, Texas
06.2016 - 09.2019
  • Responded to customer inquiries regarding insurance policies and claims.
  • Processed policy applications and renewals for insurance coverage.
  • Assisted clients in understanding policy details and coverage options.
  • Coordinated with underwriters to resolve customer issues promptly.
  • Maintained accurate records of customer interactions and transactions.
  • Collaborated with team members to improve customer service procedures.
  • Utilized CRM software to track customer interactions effectively.
  • Navigated computer system to look up customer information and update policies.
  • Facilitated payment processing for premium payments and renewals.

Customer Service Representative

Texans insurance group
Dallas, TX
06.2008 - 07.2016
  • Responded to customer inquiries regarding insurance policies and claims.
  • Processed policy applications and renewals for insurance coverage.
  • Assisted clients in understanding policy details and coverage options.
  • Coordinated with underwriters to resolve customer issues promptly.
  • Maintained accurate records of customer interactions and transactions.
  • Educated clients on claims processes and required documentation.
  • Utilized CRM software to track customer interactions effectively.
  • Assisted with customer inquiries, complaints, and requests for information regarding insurance policies.
  • Provided quotes on various types of insurance policies.

Customer Service Representative

Curley insurance group
Dallas, TX
02.2006 - 06.2008
  • Handled incoming requests, ensuring timely responses to client needs.
  • Participated in training sessions to enhance product knowledge and skills.
  • Answered customer inquiries and provided accurate information regarding products and services.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
  • Maintained detailed records of customer interactions, transactions and comments for future reference.
  • Performed administrative tasks such as filing paperwork, updating databases and generating reports.
  • Informed customers about billing procedures, processed payments, and provided payment option setup assistance.

Education

Rockwall High School
Rockwall, TX
05-1997

Skills

  • Customer relationship management
  • CRM software utilization
  • Data entry accuracy
  • Compliance education
  • Issue resolution strategies
  • Call handling techniques
  • Problem solving

Timeline

Customer Service Representative

Us compliance Services
02.2025 - 08.2025

Bartender

Shuck N Jive
06.2021 - 04.2022

Customer Service Representative

Legacy insurance Group
06.2016 - 09.2019

Customer Service Representative

Texans insurance group
06.2008 - 07.2016

Customer Service Representative

Curley insurance group
02.2006 - 06.2008

Rockwall High School

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