Vincent Scafidi

Connecting with members in a meaningful way to exceed their needs and provide exceptional service while also meeting company productivity goals.

• Licensed in auto, home, and umbrella policies within 15 states of the US.
• Underwrite and evaluated customer's applications to determine eligibility for insurance coverage.
• Ensured compliance with all applicable laws, regulations, and guidelines related to insurance underwriting activities
• Collaborated with other departments within the organization to ensure efficient processing of customer applications.
• Cross sell new insurance products and create new business opportunities.
• Resolved customer inquiries and complaints in a timely manner.
• Built relationships with existing clients by providing exceptional service.

Exceeded sales goals and life referral goals in 2022-2023 with an average of 330-390 customer accounts serviced a month.

• Greeted customers and provided prompt, courteous service.
• Assisted with customer inquiries, complaints, and requests for information regarding insurance policies.
• Developed and maintained relationships with existing customers to ensure satisfaction and renewals.
• Upsold life products and auto insurance.

• Provided superior customer service to members by responding to inquiries and resolving issues in a timely manner.
• Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
• Trained in DMV and driving school services
• .Provided detailed information on fees associated with various DMV services and procedures.

Ended 2018 with over 500 auto referrals which surpassed the yearly goal.
Awarded top auto SMN agent 2018.

• Operated cash registers to process customer payments.
• Greeted customers and took orders for coffee drinks, food items, and other beverages.
• Provided excellent customer service by responding to inquiries quickly and professionally.
• Addressed and resolved customer concerns to maintain brand loyalty.