Knowledgeable Desired Position with comprehensive background in insurance sales and client relationship management. Proven success in developing tailored insurance solutions and efficiently handling policy administration. Demonstrated skills in risk assessment and customer service excellence.
Work History
Insurance Agent
Farmers Insurance
Pharmacy Technician
1 Year 1 Month
CVS Pharmacy | 04.2023 - 05.2024
Maintained cleanliness and organization of the pharmacy workspace to enhance operational efficiency.
Collaborated with healthcare team members to support patient medication management plans effectively.
Monitored prescription workflow to identify bottlenecks, proposing improvements for enhanced service delivery.
Stocked, labeled, and inventoried medication to keep accurate records.
Promoted patient confidentiality by adhering to HIPAA regulations when handling personal information during transactions.
Solved customer problems in-person or over telephone by providing assistance with placing orders, navigating systems, and locating items.
Insurance Customer Service Representative
5 Months
Lookout Mountain Insurance Group | 09.2022 - 02.2023
Conducted training sessions for new employees to support adherence to customer service best practices.
Handled sensitive customer information with care while following strict data privacy regulations.
Maintained detailed records of customer interactions and transactions for accuracy.
Assisted customers in completing applications and ensuring records are current.
Resolved insurance-related inquiries and concerns to enhance customer satisfaction.
Supported customers in completing insurance documents to prevent incomplete submissions.
Processed and documented new policies and claims efficiently.
Insurance Customer Service Representative
11 Months
Genesis Insurance | 09.2021 - 08.2022
Streamlined communication channels between departments, improving response times and service quality.
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 clients in filing claims, coordinating with adjusters to expedite the process and secure fair settlements.
Reviewed and adjusted customer coverage levels to address, identify, and resolve customer conflicts.
Insurance Customer Service Representative
1 Year 6 Months
Mickey Clayton Insurance | 01.2020 - 07.2021
Assisted clients with policy inquiries to ensure comprehensive understanding of coverage options.
Processed claims efficiently, providing timely updates to clients throughout the resolution process.
Maintained accurate records in CRM system, ensuring data integrity and accessibility for team members.
Collaborated with underwriters to assess risk factors and determine appropriate policy recommendations.