Licensed insurance professional with ten years of experience in customer service and compliance. Specializes in property & casualty and life insurance, focusing on policy servicing and client education. Demonstrated success in managing high-volume communications, resulting in improved customer satisfaction and retention.
Overview
13
13
years of professional experience
Work History
Insurance Account Representative
State Farm
Fallon, USA
01.2021 - Current
Licensed Insurance Professional with 10+ years of experience in customer service, compliance, and client relations, including State Farm and Nevada DMV roles.
Specialized in Property & Casualty and Life insurance, with a strong track record in policy servicing, client education, customer empathy, and retention.
Delivered remote and in-office support for Property & Casualty and Life insurance clients, facilitating quoting, servicing, and renewals.
Educate customers on coverage options, deductibles, and policy benefits to ensure informed decisions.
Process policy changes, endorsements, and applications with a high degree of accuracy and compliance.
Managed high-volume inbound/outbound communications, ensuring adherence to excellent customer service standards.
Highly effective in remote environments, managing high-volume communications while maintaining accuracy, compliance, coachable and exceptional customer experience.
Guided clients through claims processes and ensured timely follow-ups.
Build strong client relationships, contributing to retention and increased policy bundling opportunities.
Consistently meets or exceed service and performance expectations in a fast-paced environment.
Drive Examiner
Nevada Department of Motor Vehicles
Fallon, USA
04.2013 - 12.2020
Conducted regulated driving examinations while ensuring strict compliance with Nevada laws and safety standards.
Evaluated performance and documented results accurately to ensure compliance with examination standards.
Delivered exceptional customer service and effectively managed time during drive tests to enhance testing experience.
Communicated complex regulations clearly to diverse populations.
Communicated insurance policies and drive examination rules clearly to ensure understanding among diverse populations.
Logged 40 hours weekly in driving examination role.