TERRY LULIAS
FL
Summary
Dynamic customer service professional with a track record of enhancing customer satisfaction across various roles, notably at Angie King Allstate. Excelled in leveraging CRM systems and honed exceptional communication skills. Proven ability to thrive in remote settings, demonstrating a commitment to exceeding client expectations and fostering meaningful relationships.
Overview
4
4
years of professional experience
Work History
Customer Service
Angie King Allstate
Saint Johns, FL
02.2023 - 09.2024
- Customer Service Position.
- Help insureds process changes on their policy.
- Process payments internally, and on brokered carrier sites.
- Cross-sell other product lines.
- Mastered CRM software.
- Provided superior customer service at all times.
Customer Service
Augustyniak Insurance Group
12.2022 - 02.2023
- 440 License - Customer Service role
- CRM software
- Process phone payments and auto changes on multiple carrier sites
- Send documents at client's request
- Answer incoming calls
Customer Service
Beck Insurance Agency
12.2021 - 12.2022
- Company Overview: (fully remote)
- Input new client data and all changes to policies
- Answer incoming calls/build relationship with clients
- Upload documents to carrier site
- Track payment issues
- Liaison between clients and carriers
- (fully remote)
Customer Service
Northwell Health
02.2021 - 11.2021
- Company Overview: (fully remote)
- Answer incoming calls
- Schedule doctors appointment for ten different practices
- Liaison between doctors and patients
- Trouble shoot proprietary computer program
- (fully remote)
Education
High School Diploma -
Bishop McDevitt High School
Wyncote, PASkills
- Proven Customer Service Skills
- Two Years Remote Experience
- Proficient in Multiple CRM Systems
Referrals
- Angie King, Angie King Allstate, Owner, 904.297.9359
- Beth Burke, Augustyniak Insurance Group, Office Manager, 904.268.3106
- David Beck, Beck Insurance Agency, Owner, 904.315.0630
Timeline
Customer Service
Angie King Allstate
02.2023 - 09.2024
Customer Service
Augustyniak Insurance Group
12.2022 - 02.2023
Customer Service
Beck Insurance Agency
12.2021 - 12.2022
Customer Service
Northwell Health
02.2021 - 11.2021
High School Diploma -
Bishop McDevitt High School
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