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Consumer Advocate Resume Example

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CONSUMER ADVOCATE
Summary
To obtain a position that would utilize my strong customer service, communication, and leadership skills and offer opportunity for continued professional growth and development.
Skills
  • Results-oriented
  • Client-focused
  • Quick learner
  • Computer proficient
  • File/records maintenance
  • Training and development
  • File/records maintenance
  • Microsoft Office
Experience
09/2016 to Current
Consumer AdvocateYour Health Idaho － Boise , ID
  • Assist consumers in signing up for health coverage through multiple health insurance companies.
  • Assist consumers with accessing their accounts and answering questions regarding their enrollments.
  • Assist consumers with changes to their account and assist in resolving any payment issues with their account.
06/2016 to 09/2016
Customer Service RepresentativeBronco Allstate Insurance － Boise, ID
  • Answer phones, greet clients.
  • Assisted clients with writing new auto, home, and marine policies. Processed policy changes and renewals as well as remarketing policies to acquire rate reductions clients.
  • Sold Auto, Home, Marine and Renters policies as well as upselling and cross-selling additional product lines.
  • Provided agents with MVR's, correspondences, filing, and processing personal policies.
  • Provided additional clerical duties as assigned.
09/2014 to 06/2016
Customer Service RepresentativeGDI Insurance － Turlock, CA
  • Answer phones, greet clients.
  • Assisted clients with writing new auto, home, and marine policies.
  • Processed policy changes and renewals as well as remarketing policies to acquire rate reductions clients.
  • Sold Auto, Home, Marine and Renters policies as well as upselling and cross-selling additional product lines.
  • Provided agents with MVR's, correspondences, filing, and processing personal policies.
  • Provided additional clerical duties as assigned.
05/2012 to 09/2014
Administrative Assistant Commercial / Personal Lines CSROmega Pacific Insurance Solutions － Modesto, CA
  • Answered phones, greet clients.
  • Prepared marketing materials, client presentation folders and commercial policy binders for agents and clients.
  • Created client data spreadsheets using Microsoft Excel.
  • Processed Commercial Insurance Policies including commercial property, commercial liability and workers compensation insurance. 
12/2007 to 05/2012
Field RepresentativeMueller Inc － Buffalo, NY
  • Inspected and photographed commercial and residential properties for major Insurance companies.
  • Identified roof, siding, foundation, electrical and plumbing types as well as identified commercial hazards and liability risk.
  • Ensured that the insurance risks were acceptable and properly insured.
  • Worked from a home based office, submitting data and reports on a daily basis.
  • Used CAD to estimate accurate square footage and floor plan lay outs.
  • Contacted policyholders to schedule appointments as needed to access properties for high value inspections and interior inspections.
  • Achieved 96% and above accuracy rate on submitted reports.
05/2006 to 03/2007
Personal Lines Customer Service RepresentativeDiBuduo and DeFendis Insurance － Modesto, CA
  • Assisted agents with quoting and issuing new personal lines policies in all markets.
  • Provided customer insurance assistance over the phone and in person to personal lines clients.
  • Strong data entry using Applied, Word, Excel and various online insurance quoting systems.
03/2005 to 05/2006
Personal Lines Inside Sales AgentGiddings, Corby, Hynes, Inc － Modesto, CA
  • Quoted and issue personal lines policies in all markets.
  • Provided customer assistance over the phone and in person to personal lines clients and VIP clients.
  • Strong data entry using Applied, Word, Excel and various online insurance quoting systems.
09/1999 to 03/2005
Underwriting SupervisorCalifornia & Nevada State Insurance － Walnut Grove, Ca
  • Managed a team of twelve or more associates to successfully meet or exceed the centers daily, monthly, and yearly objectives.
  • Conducted individual development sessions to evaluate performance, determine trends and training issues.
  • Assisted associates in establishing career goals and achievements.
  • Established team contest and other motivating events.
  • Effectively supported both California and Nevada underwriters.
  • Monitored productivity and accuracy of account servicing and maintenance.
09/1992 to 09/1999
Customer Service Team LeadCSAA － Walnut Grove, Ca
  • Oversaw the processing of member transactions by the Customer Service Associates.
  • Provided assistance to supervision in the call monitoring process to ensure accuracy and quality service.
  • Provided assistance to supervision with team daily reports, team meetings, and other assigned duties.
  • Provided feedback to supervision on associate's performance.
  • Effectively handled member complaints and escalations to satisfaction.
  • Provided assistance to supervision in managing the service level by taking inbound calls when warranted.
  • Performed all the duties of a customer service associate.
04/1988 to 09/1992
Travel Sales AssociateCSAA － Stockton, CA
  • Responsible for travel sales to new and existing clients.
  • Met or exceeded all goals and objectives.
Education and Training
Certificate and licensed in California Property and Casualty Insurance.Insurance Educational Association － Sacramento, CA
Certificate in Travel and TourismTravel and Tourism Institute － Sacramento, CA
Skills
  • Client Relations
  • Multi-task management
  • Computer Proficient, including Microsoft Office.
  • Project management
  • Creative problem solving 
  • Customer needs assessment
  • Customer satisfaction
  • Customer service
  • Reports creation 
  • Associate supervision
  • Clerical skills


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Resume Overview

Companies Worked For:

  • Your Health Idaho
  • Bronco Allstate Insurance
  • GDI Insurance
  • Omega Pacific Insurance Solutions
  • Mueller Inc
  • DiBuduo and DeFendis Insurance
  • Giddings, Corby, Hynes, Inc
  • California & Nevada State Insurance
  • CSAA

School Attended

  • Insurance Educational Association
  • Travel and Tourism Institute

Job Titles Held:

  • Consumer Advocate
  • Customer Service Representative
  • Administrative Assistant Commercial / Personal Lines CSR
  • Field Representative
  • Personal Lines Customer Service Representative
  • Personal Lines Inside Sales Agent
  • Underwriting Supervisor
  • Customer Service Team Lead
  • Travel Sales Associate

Degrees

  • Certificate and licensed in California Property and Casualty Insurance.
    Certificate in Travel and Tourism

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