Treasure Cleveland
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Proficient in customer service best practices and related options. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
CVS Aetna
09.2023 - Current
- Calculated quotes and educated potential clients on insurance options.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Utilized CRM software to manage client relationships.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Calculated premiums and established payment methods for sales.
Licensed Insurance Agent
Kaiser Permanente
01.2023 - 04.2023
- Calculated quotes and educated potential clients on insurance options.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Promoted products and services using upselling and other sales strategies.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Utilized CRM software to manage client relationships.
Licensed Insurance Agent
Ttec (TeleTech) - HealthCare Solutions
07.2022 - 12.2022
- Calculated quotes and educated potential clients on insurance options.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Utilized CRM software to manage client relationships.
Customer Service Representative
TTEC
10.2021 - 06.2022
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Answered constant flow of customer calls with minimal wait times.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Updated account information to maintain customer records.
- Responded to customer requests for products, services, and company information.
Customer Service Representative
Victoria's Secret & PINK
04.2021 - 09.2021
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Answered constant flow of customer calls with minimal wait times.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Responded to customer requests for products, services, and company information.
Sales Representative
Chime Solutions
06.2020 - 02.2021
- Managed customer accounts to secure customer satisfaction and repeat business.
- Trained and mentored new sales representatives.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Engaged in friendly conversation with customer to better uncover individual needs.
Education
High School Diploma -
Neshoba Central High School
Philadelphia, MS05.2018
Skills
- Email Marketing
- Team Training and Development
- New Agent Training
- Insurance Product Expertise
- Client Retention
- Insurance Sales Expertise
- Decision Making Abilities
- Goal-Oriented Approach
- Upselling
- Policy Writing
- Health Insurance
- Customer Relationship Management (CRM)
- Critical Thinking
- Sales Expertise
- Microsoft Outlook
- Computer Proficiency
- Call Center Operations
Certification
- Ga Licensed Insurance agent 2022
Timeline
Licensed Insurance Agent
CVS Aetna
09.2023 - Current
Licensed Insurance Agent
Kaiser Permanente
01.2023 - 04.2023
Licensed Insurance Agent
Ttec (TeleTech) - HealthCare Solutions
07.2022 - 12.2022
Customer Service Representative
TTEC
10.2021 - 06.2022
Customer Service Representative
Victoria's Secret & PINK
04.2021 - 09.2021
Sales Representative
Chime Solutions
06.2020 - 02.2021
High School Diploma -
Neshoba Central High School
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