Upbeat and empathetic, with natural ability to connect with people and build rapport swiftly. Possesses solid understanding of policy details and claims processes, coupled with strong organizational and problem-solving skills. Committed to delivering exceptional service and resolving inquiries efficiently to enhance customer satisfaction.
Overview
26
26
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work History
Insurance Customer Service Representative
Innovative Insurance Consultants, INC.
11.2010 - 04.2025
Enhanced customer satisfaction by addressing and resolving all commercial lines insurance-related inquiries and concerns. Assessed customer needs and recommended and processed all suitable coverage and applicable changes to policies.
Assisted with client applications and renewal policies updated records to reflect current information.
Handled sensitive customer information with discretion, adhering to strict data privacy regulations at all times.
Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
Assisted colleagues in resolving complex cases by sharing knowledge of policies and best practices when needed.
Trained new customer service representatives on best practices, policies and procedures.
Documented customer interactions and transactions for accurate, up-to-date records.
Assisted clients in filing claims, coordinating with adjusters to expedite the process and secure fair settlements.
Fostered strong relationships with policyholders to promote loyalty and retention.
Implemented personalized follow-up system for unresolved issues, significantly increasing customer satisfaction rates.
Enhanced customer experience by accurately addressing and resolving diverse range of insurance queries.
Modified, updated and processed existing policies.
Generated, posted and attached information to claim files.
Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
Notified insurance agents and accounting departments of policy cancellations and changes.
Administrative/Reception
Aggressive Marketing
09.2009 - 11.2010
Enhanced office efficiency by managing incoming calls, directing inquiries to appropriate departments, and maintaining a smooth information flow.
Collaborated effectively with team members to achieve common goals, sharing resources and offering assistance when needed.
Answered phone promptly and directed incoming calls to correct offices.
Administrative/Reception
Maxsell Corp.
11.2007 - 07.2009
Developed strong relationships with clients, leading to increased repeat business and referrals.
Corresponded with online customers to address questions or complaints about products, policies, or shipping methods.
Assisted downloading/processing internet orders and prepare shipment and shipping labels for currier pickup.
Compiled records of all returns, refunds, orders, emails, and misc
Enhanced office efficiency by managing incoming calls, directing inquiries to appropriate departments, and maintaining a smooth information flow.
Administrative Temp
Segue Staffing
06.2007 - 10.2007
Consistently maintained courteous phone etiquette when engaging with callers seeking assistance.
Facilitated open communication between agents and clients through effective message management techniques.
Collecting data for homeowner insurance quotes
(Temp position)
Administrative Assistant
Incredible Ice
03.1999 - 06.2007
Managed daily cash deposits, ensuring accuracy and timely submission to the bank.
Ensured seamless banking operations by effectively coordinating with other departments to address any issues related to cash management and customer service.
Maintained accurate financial records, ensuring reconciliation of cash drawers and deposits without discrepancies.
Ice Book-Organizing schedule of all Teams, Events, Public sessions, summer camps and field trips.
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Education
High School - General Studies, Creative Writing, American Literature
Stoneman Douglas High School
Parkland, FL
01.1998 - 01.2001
Skills
Organization
Client education
Insurance coverage verification
Data management
Skilled in APPLIED SYSTEMS/ TAM
Record keeping
Account management
Client relationship building
Certification
440 Customer Service Representative License
Timeline
440 Customer Service Representative License
03-2025
Insurance Customer Service Representative
Innovative Insurance Consultants, INC.
11.2010 - 04.2025
Administrative/Reception
Aggressive Marketing
09.2009 - 11.2010
Administrative/Reception
Maxsell Corp.
11.2007 - 07.2009
Administrative Temp
Segue Staffing
06.2007 - 10.2007
Administrative Assistant
Incredible Ice
03.1999 - 06.2007
High School - General Studies, Creative Writing, American Literature
Stoneman Douglas High School
01.1998 - 01.2001
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