Began process to obtain 220 license to write and sell insurance policies, prior to State Farm terminating new insurance sales in Florida
Described homeowner and auto insurance options to customers, thoroughly explaining details of their policies, and generating referrals for new and additional policy sales
Trained on the Echo and ABS Database
Handled the morning report for the alphabet I was given responsibilities to handle, by ensuring all changes were made, any payment reminders were sent out, contacting all of my assigned clients for any and all discounts they were eligible to receive such as the Good Student Discount, Steer Clear Discount, etc
Processed Mortgage Changes for clients who are Homeowner policy holders, as well as calculating and Flood increase changes
Made any applicable changes to auto policies for lien/lease info, any coverage changes, scanning discounts, any U forms and inspections. Processed auto changes for newly acquired automobiles
Handled inspections for any newly added auto
Handled all the calls for the Sales Account Rep I was assigned to assist in any way the Rep needed me to
Prospected any new Auto leads by either phone or email where several of those leads became new Policy Holders
Ran DVA/AUI reports for potential clients and explaining the quote and coverage's with that potential client
Checked and completed any pending files that needed to be handled
Assisted with Citizens accounts by mailing payment reminders and pending those reminders as well as any changes for Mortgage policies
Customer Service Representative
Insurance Network Specialties, INC.
01.2006 - 06.2007
Completed the CSR 440 course and became a Licensed CSR allowing me to amend changes to existing policies
Described Auto insurance to customers, thoroughly explaining details and care of their policies
Handled all policies assigned to me whether Fleet or single vehicle policies
Responsible for any and all changes made to personal/commercial auto insurance policies upon the clients request
Running any and all Motor Vehicle reports for potential drivers my clients needed in consideration for employment so those drivers could be added to those policies
Processed Endorsements to Add/Delete any vehicles and drivers to the clients policy
Worked on quotes for vehicle and drivers and arranged payments that I endorsed were sent to bookkeeping
Issued any Accord Certificate of Insurance for a client upon their request so they could contract work, purchase new automobiles, proof to renew their registration
Responsible for maintaining accuracy on all Clients accounts and handled any questions or complaints they brought to me
Ensuring all insurance carriers were up to date on all changes made to any policy
Assisted all Producers I was assigned to with any and all information they needed to bind/renew policies
Assisted Clients when being audited by the FMCSA/DOT by providing necessary information when needed
Assisted Clients when they chose to cancel any policy they held by ensuring the insurance carrier had received the signed Loss Policy Release Form
Customer Service Representative/Store Support
U.S. Installation Group
08.2002 - 01.2005
Responded to customer requests for products, services and company information
Worked with Home Depot to resolve installation problems, improve operations and provide exceptional customer service
Worked with the Home Depot stores within my assigned Region of the entire state of Florida and Mobile, Alabama by overseeing all installation jobs for carpet and hard surface floors
Maintained detailed account log of up to 80 separate installation contracts on a daily basis, including logging and escalating customer concerns to both the internal quality assurance department and the management team
Provided exceptional Customer Service on a daily basis by scheduling installation dates and answering all questions the customer had pertaining to their installation and product
Calling customers and reserving their time slots scheduled for their installations on a daily basis
Oversaw each individual installation team by ensuring they arrived on time to a job on a daily basis, advised the customers of any potential delays or rescheduling an installation
Complete detailed customer satisfaction survey including if they were satisfied with their installation team, rating their work and cleanliness and their willingness to refer Home Depot for future business
Worked with the Home Depot Call Center for any necessary repairs or product inconsistencies on behalf of the customer
Technical Support Representative
The Answer Group
11.2000 - 08.2002
Provided basic end-user troubleshooting for laptop and desktop support on Windows Systems for the IBM Division
Maintained excellent Customer Service scores and satisfaction for assisting customers in a caring and professional manner
Provided customers with a detailed step by step instruction to help alleviate their computer problems
Assisted customers over the phone with step by step instructions on installing new components to their PC
Attended weekly training classes designed to increase knowledge and enhance both my technical and customer satisfaction skills
Detailed documentation of customer records to maintain complete files for the customer in IBM's Siebel Database
Utilizing logical flow chart procedures to determine if authorization is required for replacing computer parts or initiating claims to service the computer and evaluating the best course of action for the customer within the IBM parameters
Provided customers assistance on resolving inquiries they have about software and hardware devices
Resolved between 30 to 60 customer service inquiries on a daily basis
Customer Service Representative
Black Diamond Transportation
02.1999 - 10.2000
Delivered superior client services, fostering strong rapport, retention and satisfaction
Assisting patients with reservations to receive transportation to and from medical appointments
Answered a 20 line switchboard and transferring clients to appropriate departments
Worked with Medical insurance companies to obtain authorization for the patient
Maintained the data entry for each patient account that was given to me
Edited and confirmed all reservations for the following day
Assisted the Marketing Department and Managers with their tasks
Checked all new accounts that were received by the company into the system
Front Desk Agent
The Oakland East Motor Lodge
09.1996 - 04.1997
Maintained financial accuracy by collecting deposits, fees and payments, processing changes and issuing receipts
PBX operator for a 150 Phone line switchboard
Handled and balanced daily shift cash transactions on customer ledger
Posted phone, rent and miscellaneous charges to accounts receivable