9 years of customer service & sales experience within an insurance agency environment. Highly experienced in assessing customers' needs and advising of coverage options. Hands on experience in developing and maintaining relationships with customers. In depth knowledge of standard insurance products, pricing and policy features. Experienced in fast paced environments, while maintaining excellence in quality of service. Reputation for dedication, hard work and integrity with a commitment to professional excellence and team work.
Microsoft Office, Outlook, & different agency management systems (including Quick file, Quick Quote, WinnAA, Ezlynx, and AMS360.)
01/2012 to 02/2014
Customer Service RepresentativeKarl Grace Insurance － Wilton Manors, FL
Performed responsibilities of providing excellent customers service over the phone, email, and in person Handled a high volume of customer inquiries Reviewed correspondence and mailing out renewal reminders Processed payments and verifying reinstatement of policies Communicated with various mortgage companies on escrow accounts Processed and submitted endorsements for auto, personal lines, and flood Submitted claim information to all our insurance carriers Quoted and bound auto policies both new business and re-writes Reviewed, & advised different auto coverage's to the client Reviewed homeowners policies upon renewal for possible re-write with another carrier Follow up calls for all renewals to assure that coverage and payments are correct/received Scheduled appointments and assisted the agent with different marketing projects Attended different conventions and seminars with the agent and staff Trained all new hires with agency procedures & how to navigate the agency management system Performed general office responsibilities such as filing, cleaning, and scanning.
11/2008 to 12/2010
Customer Service ManagerAllstate AS Insurance Group － Weston, FL
Achieved Premier Service Agency designation for excellent customer service for both offices within one year Serviced policies and processed endorsements throughout the state of Florida Supervised two other employees within 2 different offices in the customer service department Responsible for the service and satisfaction of 2000+ policies between two office locations Trained all new hires with agency procedures & Allstate company guidelines Re-writing current auto book of business into a different line/product Outgoing calls for both renewal and cancellation Processed payments for all the auto policies within the agency Reviewed and responded to emails in a timely matter Processed memos and faxing documents requested by Allstate underwriters Assisted the agent with different marketing strategies to increase sales within the agency.
Directed phone calls to other staff within the office and provided customer service both in person and over the phone Data entry, reviewed, scanned, and processed new business files Bind auto policies for companies such as: Mercury, Progressive Travelers, Infinity, Bristol West, and GMAC Consistently exceeding sale goals Processed electronic filing for both SR44 and FR44 Cash handling and processed deposits Faxed and emailed required documentation to the insurance carriers Reviewed auto coverage's and processed endorsements Trained all new hires with agency procedures & how to navigate the agency management system Assisted agent of the office with other office duties and administrative duties.
07/2012 to 04/2013
CashierFootlocker － FT Lauderdale, FL
Assisting customers as they enter the store and via telephone Receiving incoming inventory items and organizing them according to size and type Helping other staff members set up the sales floor display Cashier and helping closing manager complete cash deposit General store cleaning duties.
Issuing Institution Qualification Course of StudyBroward College
Customer Service Representative/ Office Administrative Assistant
Issuing Institution Qualification Course of Study Associates Degree : Criminal Justice Associates Degree : Crime Scene Investigator High School Diploma License Title Issuing Organization Completion Date
2-20 Agent State of FL Dept. of Financial Services
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