Trevor Vega

San Angelo,TX

Summary

Dynamic insurance professional with expertise in client education and complaint handling. At Rollo Insurance, managed high call volumes with empathy and precision, enhancing customer satisfaction. Proven track record in streamlining processes and mentoring peers, boosting team efficiency by 20%. Adept at articulating product value and tailoring solutions to meet diverse client needs.

Experienced with assisting clients in navigating insurance policies and claims. Utilizes communication and problem-solving skills to resolve customer issues efficiently. Track record of enhancing customer satisfaction through thorough policy understanding and effective support.

Diligent Customer service representative with strong background in providing exceptional customer service within insurance industry. Successfully resolved numerous client concerns and inquiries, enhancing customer satisfaction and loyalty. Demonstrated expertise in policy interpretation and claims processing, coupled with effective communication and problem-solving skills.

Overview

years of professional experience

Certification

Work History

Insurance Customer Service Representative

Rollo Insurance

01.2023 - Current

Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
Responded to customer requests for products, services, and company information.
Assisted customers with completing insurance documents to avoid missed information.
Processed insurance policy cancellations and renewals quickly to meet call time targets.

Life Insurance Sales Representative

WoodmenLife

01.2020 - 01.2023

Assisted clients with claims processing, ensuring a smooth experience during difficult times.
Proactively reached out to potential clients via phone calls and emails, increasing engagement rates.
Streamlined administrative processes for better efficiency, allowing more focus on sales activities.
Mentored new team members, contributing to their overall success as life insurance sales representatives.
Collaborated with underwriters to develop competitive quotes tailored to individual client needs.

Education

Central High School

San Angelo, TX

07-2016

Skills

Organization
Complaint handling
Client education

Insurance terminology
Customer service
Active listening

Certification

Licensed Health and Life insurance license - 2017
Licensed Property and Casualty Insurance License - 2017

Rookie Of The Year

Most premium earned in the first year of being with the company. This award is given to one new employee per year. I was 1 in 50 new recruits who were competing for this award!

Timeline