Experienced with excellent client and project management skills. Action-oriented with strong ability to communicate effectively with technology, executive, and business audiences.
Collaborated with various departments and new customers on product offerings.
Responded promptly to customer service calls and inquiries from diverse groups of individuals.Collaborated with individuals through meetings and conference calls.Interviewed prospective clients to learn about their financial needs.
Promoted client retention through high-quality service and follow through.
Maintained a pleasant and cordial attitude at all times, even when issues arose.
Resolved issues quickly through meticulous research and quick decision making.
Engaged customers and provided a high level of service by carefully explaining details about their documents.
Analyzed customer needs and then provided the best options, upselling products and services.
Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
Prepared necessary paperwork to process insurance sales and renewals.
Promoted agency products to customers in person, on the telephone and in writing.
Presented account proposals in a professional and timely manner.
Opened and closed the store, including counting cash, opening and closing cash registers and creating staff assignments.
Demonstrated that customers come first by serving them with a sense of urgency.
Educated customers on product and service offerings.
Placed special merchandise orders for customers.
Processed all sales transactions accurately and in a timely fashion.
Received and processed cash and credit payments for in-store purchases.
Completed professional development in Microsoft Office Essentials.
Completed professional development in Bilingual.
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