LiveCareer-Resume

Customer Service Sales resume example with 9+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - resumesample@example.com - -
Summary

Focused and dedicated insurance professional motivated to provide superior customer service and drive sales through cold calling, referrals and strategic outside marketing activities.

Skills
  • Microsoft Office proficiency Problem resolution
  • Excel spreadsheets Inventory systems
  • Meticulous attention to detail Account Payable/Receivable
  • Time management Report analysis
  • Advanced MS Office Suite knowledge Adobe software
  • Report development Expert in customer relations
  • Report writing Advertising
  • Meeting planning Expense control
  • Mail management Preparation of letter or correspondence
  • Business writing Strong organizational skills
  • Schedule management
Experience
02/2017 to Current
Customer Service & Sales Verizon Acworth, GA,
  • Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
  • Processed  quotes, applications, payments, corrections, endorsements and cancellations.
  • Implemented and monitored new underwriting guidelines
  • Prepared necessary paperwork to process insurance sales and renewals.
  • Promoted agency products to customers in person, on the telephone and in writing.
  • Submitted up-to-date activity and production logs to agency management for review.
  • Promote client retention through high-quality service and follow through.
  • Present and clearly explained insurance policy options to clients based on their needs and goals.
  • Assist with managing the office.  
05/2014 to 02/2017
Customer Service & Sales Brightway Insurance City, STATE,
  • Promoted agency products to customers in person, on the telephone and in writing.
  • Prepared necessary paperwork to process insurance sales and renewals.
  • Submitted up-to-date activity and production logs to agency management for review.
  • Followed up with potential clients regarding online information requests.
  • Promoted client retention through high-quality service and follow through. 
  • Presented and clearly explained insurance policy options to clients based on their needs and goals.
  • Finalized and maintained all types of personal lines insurance policies within the agency.
09/2011 to 03/2014
Legal Assistant Siegfried, Rivera, Lerner & Delatorre City, STATE,
  • Designed electronic file systems and maintained electronic and paper files.
  • Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information.
  • Served as central point of contact for all outside vendors needing to gain access to the building.
  • Planned meetings and prepared conference rooms.
  • Wrote reports and correspondence from dictation and handwritten notes.
  • Made copies, sent faxes and handled all incoming and outgoing correspondence.
  • Created PowerPoint presentations used for business development.
  • Organized files, developed spreadsheets, faxed reports and scanned documents.
  • Drafted meeting agendas, supplied advance materials and executed follow-up for meetings and team conferences.
  • Planned travel arrangements for executives and staff.
  • Conducted client interviews and all client intake services.
  • Corresponded daily with clients, insurance adjusters, doctors and attorneys.
  • Composed and typed routine letters of correspondence.
  • Acted as the point of contact for all incoming co-counsel requests.
  • Used computer databases, credit reports, tax and legal filings to locate persons and compile information for investigations.
  • Drafted, received and tracked due diligence checklist.
  • Met with clients and other legal professionals to discuss case details.
Education and Training
Expected in 2008
Associate of Arts: Paralegal
Ashworth University - Norcross, Ga
GPA:
Paralegal
Expected in 2007
: Insurance Customer Representative
Gold Coast School - West Palm Beach , FL
GPA:
440 License
Activities and Honors

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

  • Ashworth University
  • Gold Coast School

Job Titles Held:

  • Customer Service & Sales
  • Customer Service & Sales
  • Legal Assistant

Degrees

  • Associate of Arts

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

*As seen in:As seen in: