LiveCareer-Resume

customer service insurance agent resume example with 17+ years of experience

Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Summary

Vibrant professional proficient in performing office and management duties. Energetic leader with proven success in maximizing potential for business development.

Skills
  • Customer follow-up
  • Customer service
  • Relationship development
  • Problem resolution
  • Open enrollment
  • MS Office
  • Team building
  • Verbal and written communication
Education and Training
Georgia Perimeter College Decatur, GA Expected in : Business - GPA :
Experience
Business First Bank - Customer Service Insurance Agent
Metairie, LA, 12/2020 - Current
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Handled customers effectively by identifying needs, quickly gaining trust, approaching complex situations and resolving problems to maximize efficiency.
  • Met or exceeded call speed, accuracy and volume benchmarks on consistent basis.
  • Managed high-volume of inbound and outbound customer calls.
  • Utilized active listening and communication skills to address customer inquiries and escalate issues to supervisor.
  • Pursued networking opportunities to advance client relations skills and enhance customer satisfaction.
  • Helped clients navigate online systems within established frameworks to obtain services.
Holt Of California - Insurance Specialist
Salida, CA, 06/2018 - 12/2020
  • Communicated effectively via email, phone and face-to-face with plan participants to resolve issues pertaining to health benefits.
  • Exceeded team goals by partnering with staff to share and implement best practices.
  • Maintained pleasant and cordial attitude at all times, even when issues arose.
  • Cultivated lasting professional relationships, which created continuous client referrals.
  • Provided quick turnaround time when customers called with questions, usually within hours.
  • Reviewed employee enrollments to verify accuracy, inputting all information into company's database.
  • Demonstrated self-reliance by meeting and exceeding workflow needs.
  • Processed changes in insurance policies and periodically reassessed client needs.
  • Participated in weekly training sessions to improve product knowledge and enhance company growth.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Managed customer expectations by clarifying needs, identifying options and recommending products and services.
  • Met or exceeded call speed, accuracy and volume benchmarks on consistent basis.
  • Managed high-volume of inbound and outbound customer calls.
  • Corrected issues by giving agents targeted and highly constructive feedback.
Avery Dennison Corporation - Branch Manager
Mill Hall, PA, 10/2018 - 04/2019
  • Developed and maintained client rapport to meet financial service needs and drive branch loyalty.
  • Designed sales and service strategies to improve revenue and retention.
  • Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
  • Prepared operational and risk reports detailing financial metrics to help management make proactive decisions.
  • Networked within communities to identify and capitalize on business opportunities.
Great Expressions Dental Centers - Operations Manager
Akron, OH, 12/2017 - 04/2019
  • Conducted performance reviews providing coaching and feedback to benefit both company and employee.
  • Monitored and directed all aspects of department operations and -member team in production, safety, equipment, performance, quality and records management.
  • Established organizational vision and developed strategies to achieve sales, profit and loss and customer service goals.
  • Implemented conflict-resolution tactics by cooperating with clients and staff to achieve team objectives.
  • Improved morale and management communication by creating employee recognition and rewards practices.
  • Implemented policies and standard operating procedures and managed quality, customer service and logistics to implement improvements.
Atlas Air - Owner
Florence, KY, 01/2014 - 06/2017
  • Monitored market conditions to set accurate pricing structures and take advantage of emerging trends.
  • Recruited and trained independent sales associates and agents during - business history.
  • Presented products at events and tradeshows to increase brand awareness.
  • Developed business and marketing plans and prepared monthly financial reports.
  • Hosted fundraising events for various charities to boost brand awareness and community engagement.
  • Hired and mentored core start-up team, working to outline initial company policies and procedures.
Croda - Administrative Coordinator
Mill Hall, PA, 06/2013 - 07/2015
  • Coordinated special meetings and events on behalf of executive leaders.
  • Handled all incoming mail and prepared outgoing mail.
  • Assisted with sustainable, scalable administrative operations and project management support.
  • Collaborated in timely processing of billing and accounts receivables.
  • Made travel arrangements and reservations for senior managers.
  • Liaised with IT and human resources teams to establish best practices for new employee onboarding.
Hyatt - Accounts Payable Clerk
Rosemont, IL, 02/2009 - 04/2013
  • Reconciled monthly statements and transactions to keep records accurate and current.
  • Charged expenses to accounts and cost centers by analyzing invoice and expense reports.
  • Compiled budget documents and monitored costs to maintain control systems.
  • Verified accuracy of information and resolved discrepancies with vendors before entering invoices for payment.
  • Prepared and updated vendor files, including tax and insurance information.
Pegasystems Inc. - Administrative Assistant
City, STATE, 06/2004 - 03/2009
  • Reviewed and suggested improvements for diverse range of documentation, including interoffice correspondence, reports and presentations.
  • Managed building access by supplying key cards to employees and visitors.
  • Liaised with senior and executive administrative assistants to handle requests and queries from senior managers.
  • Handled management of communication to executives by taking and making telephone calls, reviewing and prioritizing mail and composing and typing correspondence.
  • Arranged travel and hotel accommodations for international and domestic business meetings and trips.
  • Conducted and initialized background checks for potential employees.

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Resume Overview

School Attended

  • Georgia Perimeter College

Job Titles Held:

  • Customer Service Insurance Agent
  • Insurance Specialist
  • Branch Manager
  • Operations Manager
  • Owner
  • Administrative Coordinator
  • Accounts Payable Clerk
  • Administrative Assistant

Degrees

  • Some College (No Degree)

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