Seasoned professional with over 10 years of experience in customer service and insurance sales, notably at Tranzact Insurance Solutions. Excelled in client retention and policy management through exceptional communication and negotiation skills. Proven track record in developing comprehensive insurance plans, enhancing customer satisfaction, and leading team development. Proficient in CRM systems and advanced record-keeping.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Tranzact Insurance Solutions
Fort Myers, FL
06.2024 - 12.2024
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Explained coverage options to potential policyholders, answering questions or concerns.
Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
Gathered detailed information from customers prior to offering quotes or making recommendations.
Resolved customer complaints in a timely manner to maintain high satisfaction levels.
Monitored clients' insurance coverages to ensure changing needs were met.
Sought out new clients and developed clientele by networking to find new customers.
Responded to customer inquiries and problems to promote great service.
Provided customers with information regarding plan features, pricing, and availability.
Responded quickly and accurately to inquiries from clients regarding their coverage plans.
Developed and implemented comprehensive insurance plans for clients according to their individual needs.
Case Manager
Alta Resources
Fort Myers, FL
01.2022 - 03.2024
Maintained accurate case records and documentation according to agency guidelines.
Identified barriers to client success and developed strategies to overcome them.
Negotiated with insurance companies and other payers to secure coverage for client services.
Utilized case management software and databases for efficient information tracking.
Monitored client progress through regular follow-ups and case reviews.
Monitored client progress through regular follow-up contacts.
Customer service representative
Ace Hardware
10.2020 - 11.2021
FCA representative
Alta Resources
Lehigh Acres, FL
07.2019 - 10.2020
Responsible for booking appointments with dealers for warranty repairs on vehicles
Creating litigation cases for accidents due to manufacturers errors
Provide excellent customer service in vehicle inquiries
Customer Service Associate
Comcast
06.2016 - 07.2019
Responsible for selling and troubleshooting various Comcast products including cable, internet, landline phone and cell phone
CSR
Alorica
01.2015 - 03.2016
Responsible for the troubleshooting of various Electronics including computers, tv's, cameras, security systems and tablets