Summary
Overview
Work History
Education
Skills
Timeline
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Teri Williams

Dallas,TX

Summary

With a proven track record with multiple call center's, I excel in insurance sales, customer service and product expertise, blending exceptional client relationship management with critical thinking. My leadership in high-stress situations and ability to exceed sales targets underscore my commitment to customer satisfaction and operational efficiency.

Overview

15
15
years of professional experience

Work History

Licensed Insurance Agent

State Farm
09.2022 - 09.2023
  • Calculated quotes and educated potential clients on insurance options.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.

Licensed Property and Casualty CSR

Liberty Mutual
02.2019 - 12.2022
  • 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.
  • Responded to customer requests for products, services, and company information.

Owner

The Spot Intimate Event Center
01.2020 - 09.2022
  • Recognized individual contributions to motivate and inspire teams.
  • Monitored cash flow for sustainable operational practices.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
  • Increased customer satisfaction by implementing efficient business processes and providing exceptional service.

Licensed Insurance Agent

Willis Towers Watson
11.2012 - 01.2019
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
  • Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
  • Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.

Customer Service Agent

Marshall and Swift Beockh
08.2008 - 01.2012
  • Helped USAA customers with home evaluation surveys every day with positive attitude and focus on customer satisfaction.
  • Demonstrated high attention to detail, organization and management of multiple tasks and projects simultaneously.
  • Effectively managed escalations from dissatisfied customers, working closely with management to ensure timely resolutions that maintained brand reputation.
  • Assisted in training new hires, sharing best practices for effective customer service delivery.
  • Investigated and resolved customer inquiries and complaints quickly.

Education

Associate of Arts -

Tyler Junior College
Tyler, TX
01-2014

Skills

  • Insurance sales expertise
  • Insurance product expertise
  • Client relationship management
  • Customer follow-up
  • Customer service
  • Licensed insurance agent
  • Auto insurance
  • Team leadership
  • Excellent communication
  • Critical thinking
  • Organizational skills

Timeline

Licensed Insurance Agent

State Farm
09.2022 - 09.2023

Owner

The Spot Intimate Event Center
01.2020 - 09.2022

Licensed Property and Casualty CSR

Liberty Mutual
02.2019 - 12.2022

Licensed Insurance Agent

Willis Towers Watson
11.2012 - 01.2019

Customer Service Agent

Marshall and Swift Beockh
08.2008 - 01.2012

Associate of Arts -

Tyler Junior College

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Teri Williams