Focused and dedicated insurance professional with 14 years of experience providing superior customer service and rates for Personal lines policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs.
Hardworking and reliable Insurance Agent with strong ability in Sales and Customer Service. Highly organized, proactive and punctual with team-oriented mentality.
Skills
Passion for customer satisfaction
Excellent communication skills
Computer proficient/MS Office proficient
Data management
Telephone etiquette
Recordkeeping strengths
Multi-line phone talent
Service standard compliance
Complaint resolution
Clerical, Telephone etiquette
Customer support
Direct marketing
Documentation
Financial
Insurance
Policies
Policy adjustment knowledge
Cross-selling and upselling
Email marketing
Customer follow-up
Client retention
Problem resolution
Supervision
Reliable and trustworthy
Friendly, positive attitude
Experience
Account Manager /Insurance Agent, 10/2020 - Current Evonik – Rheinmünster, DE,
Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
Analyzed customer needs and provided best options, upselling products and services.
Resolved policy issues quickly through meticulous research, Property and Casualty.
Developed insurance cross-selling opportunities in partnership with Account management.
Provided quick turnaround time when customers called with questions, usually within 1-2 hours.
Maintained pleasant and cordial attitude at all times, even when issues arose.
Diligently filed and followed up on third party claims.
Received underwriting approvals after accurately completing applications for insurance coverage.
Monitored clients' insurance coverages to ensure changing needs were met.
Customer Service Representative, 04/2008 - 09/2020 Public Storage – Aliso Viejo, CA,
Achieved and consistently exceeded revenue quota through product and service promotion during routine calls.
Provided primary customer support to internal and external customers in fast-paced environment.
Maintained customer happiness with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Responded to customer requests for products, services and company information.
Evaluated account and service histories to identify trends, using data to mitigate future issues.
Fielding diverse customer questions about issues such as available merchandise, current prices and upcoming company changes.
Addressed customer service inquiries quickly and accurately.
Documented conversations with customers to track requests, problems and solutions.
Exceeded company productivity standards by 50% on consistent basis, handling more than 30% of quota each day.
Reviewed account and service histories to identify trends and issues.
Escalated customer concerns, store issues and inventory requirements to supervisors.
Assessed customer needs and upsold products and services to maximize Catering sales.
Set up and activated customer accounts to maintain QA satisfaction levels.
Delivered service and support to each customer, paving way for future business opportunities.
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