Appointment Setter Customer Service Representative resume example with 3+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
  • Word
  • Strategic Planning; Marketing; Training new employees
  • Budgeting; Payroll Management
  • Human Resources
  • Customer Service (Great working with people as well as love working with the
  • Great problem solver
  • Great muli- tasker
  • Proficient in Excel, acounts Payable; Outlook; Power Point and W-2 Payroll.
  • Good at solving problems; especially with unhappy customers
  • Extremely quick learner especially with different computer systems
  • Conducting all payroll
07/2022 to Current
  • Sales Call Center type of work; and call center where I conduct outbound calls for a Life Insurance Agent (Jimmy Johnson), whom is employed with American Income Life Insurance Company out of Duluth, Ga; but working remotely from home.
  • Sales Call Center type of work; and call center where I conduct outbound calls for a Life Insurance Agent (Jimmy Johnson), whom is employed with American Income Life Insurance Company out of Duluth, Ga; working remotely from home making at least 300-500 outbound calls; in order to set as many Zoom Meetings up with as many as his Leads as possible making as many calls as possible. This creating a bigger opportunity for the Agent to make more sales each week.
  • My position currently assists the Agent I work for to have more time to conduct more sales presentations weekly, attend all company staff meetings, train new agents he has recruited; and all the necessary paperwork he has to complete weekly.
  • I am still currently working for him until I can find a better paying, with more stability and a real future.
02/2020 to 10/2021
Customer Service Representative Mrc Global Inc Shafter, CA,
  • Organized and maintained electronic policyholders records
  • Reviewed and Verified Information on Insurance Policies per customer’s request as well at the request of lienholders and mortgage companies
  • Conducted Collections on past-due accounts; trying to make sure our clients policy doesn’t get cancelled Bc of non-payment
  • Per requested by clients I would cancel there policies and and faxed/emailed proof of cancellation to the policyholder as well as to there new Insurance Companies
  • Provided efficient processing of clients policies; such as; status & coverage changes
  • Gathered & reported telephone based applicant information to write new policies as well as re-rating auto and homeowner policies trying to save our clients more money
  • Per requested I made changes to our clients Auto & Homeowners policies as requested
  • Wrote new Auto Policies for new/existing clients; making sure the monthly premium is affordable with the specific coverage needed & having them sign all necessary paperwork to get their new policies issued
  • Printed out Insurance Cards, Binders, and Declaration Pages per request
  • Maintained online client database and office files; and performed miscellaneous job related duties assigned
  • Right before I was informed that we were going out of business; I completed my Property & Casualty Education requirements and I also had passed the State Exam to become a Property & Casualty Insurance Agent
  • Once we went out of business I came to the realization that I didn’t want to continue with the application process for my license
  • It just wasn’t something I wanted to do for the rest of my life
  • So I spent several months collecting Unemployment Benefits until I applied for my position at American Income Life.
08/2018 to 02/2020
  • I started off as a Customer Service Representative in this brand new office in Dublin; after my 3rd week or so they fired the acting Branch Manager so for several months I had to step up and be both CSR & unofficially Branch Manager running the office on my own with my direct supervisor on call where she was working from the Main Branch in Macon, Ga
  • Once we found me an assistant (New CSR); I was officially promoted to Branch Manager(officially); so I ran the Dublin office from the get go where I had to recruit new temporary staff and me conducting sales to obtain more companies for my workers could have more work in various areas(like clerical, construction, warehouse jobs)
  • Managed & operated a matrix of skilled candidates for future placements
  • Precisely followed all steps of the hiring process including, but not limited to, ensuring completion of New Hire Application on our in house online Application Process on several computers we provided for new applicants; performing background checks
  • Prepared & implemented marketing strategies for business development & lead generation
  • Effectively developed and maintained business relations new & old by through means of communication by phone, via email, & business meetings with our business clients that provided the jobs for my workers
  • Managed recruits and our book of business
  • I would often act as mediator between our workers and the & the company of ours they were working for
  • Reviewed applications, resumes, & recruited candidates based on their resumes & applications, past employment history & skills they have acquired as well as any Certifications they have received & place them in positions based on those facts
  • Some of our opened positions were for skilled Labor (like electrician.ect
  • So I would have to post these jobs on numerous online sites,(Indeed, our Company Website, Facebook, ect.) trying to find the right fit between my worker & what that specific co
  • Is requesting
  • Maintained proper documentation of Worker’s Compensation reports, unemployment forms, attending workers comp
  • Appeals, conducted training for new assistants & Certifications, I9 Authorizations, & Worksite Safety Inspection on a regular basis to maintain the safety of our workers
  • Managed a database of prospective New Business contacts for prospective clients using Email, cold calls, drop by visits, & mailers to keep our branch new Dublin Branch office top of mind ; effectively recruited new business thru internet research of new businesses; referrals; internal database, cold calling, networking & other strategies
  • I also ordered and maintained all office supplies and needs.
Education and Training
Expected in 06/2004
Associate of Science: EDUCATION

Finished my GA Property & Casualty Class and Passed State Exam

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended


Job Titles Held:

  • Customer Service Representative


  • Associate of Science

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: