customer service specialist resume example with 7+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :

Reliable Customer Service Representative with extensive track record in demanding sales and account management environments. Strong presenter, communicator and problem solver working effectively and productively with diverse customers and individual needs. Personable and dedicated Customer Service Representative with extensive experience in health industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.

  • Credit Card Payment Processing
  • Customer Account Management
  • Customer Data Confidentiality
  • POS Systems and Ordering Platforms
  • Efficient and Detail-Oriented
  • Verbal and Written Communication
  • Upselling Products and Services
  • Customer Retention Strategies
  • Transaction Processing
  • Upbeat and Positive Personality
  • Multitasking and Prioritization
  • Customer Service
  • 25 wpm Typing Speed
  • Call Documentation
  • Calm and Professional Under Pressure
  • Data Entry and Maintenance
  • Courteous with Strong Service Mindset
  • Building Customer Trust and Loyalty
  • Data Entry
  • CRM Software
  • Creative Problem Solving
  • Understanding Customer Needs
  • Call Centers
  • Customer Relations
  • Needs Assessment
  • HIPAA Expert
  • Database Management
  • Friendly, Positive Attitude
  • Microsoft Office
  • People Skills
  • Good Work Ethic
  • Team Building
  • Critical Thinking
  • Reliable & Trustworthy
  • Effective Reporting Capabilities
  • Medical Auditing
Customer Service Specialist, 05/2022 - 01/2023
Lowes Greensboro, NC,
  • Developed strong customer relationships to encourage repeat business.
  • Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.
  • Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
  • Conducted fact-finding assessments to create sales presentations for client engagement.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
  • Developed appropriate quotes based on risk information.
  • Strengthened traceability by developing organization systems for keeping records, reports and agendas.
  • Achieved repeat business and referrals through personalized services.
Licensed Insurance Agent, 06/2016 - 12/2021
Francisan Health La Porte, IN,
  • Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
  • Prepared proposals and conducted closing interviews to increase insurance sales.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
  • Prepared proposals and conducted closing interviews to sell insurance products.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Upsold products to policyholders and potential new clients.
  • Responded to customer inquiries and problems to promote great service.
  • Researched insurance plans to find good options for clients' needs.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Exceeded company sales goals for new policies.
  • Offered policy guidance and management to promote asset protection.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Developed fact-finding interviews to determine need for coverage.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
Collections Specialist, 02/2015 - 01/2016
Diamond Resorts Corporation Sapphire, NC,
  • Negotiated credit extensions to assist customers in paying overdue accounts.
  • Met demands of busy collections group by performing high volume of daily calls.
  • Recorded information about customers' financial status and collections status efforts.
  • Negotiated rates with customers and entered payments into accounting system.
  • Received payment and posted to appropriate customer accounts.
  • Located and notified customers of delinquent accounts by mail, telephone or personal visits to solicit payment.
  • Liaised with management to identify issues attributing to account delinquency and discuss solutions to bring in revenue.
  • Notified customers of delinquent accounts with attempt to collect outstanding amounts.
  • Developed collection methods to achieve or exceed company financial goals.
  • Located and monitored overdue accounts using billing system to begin collections process.
  • Completed skip traces on customers failing respond to collection efforts.
  • Collaborated with legal department officials on bankruptcy cases for management of proceedings and post-petition payments.
  • Remained calm, stayed professional and provided exceptional service on calls, even when interacting with difficult individuals.
  • Reviewed accounts to determine payment plan compliance.
  • Recorded and updated customer personal accounts with accurate contact information.
  • Communicated with post office and credit bureaus to track delinquent clients to new addresses.
  • Processed payments over phone and set up recurring drafts.
Education and Training
GED: , Expected in 05/2000
Orlando Technical College - Mid Florida Tech - Orlando, FL
Status -
: , Expected in
Orlando Technical College - Mid Florida Tech - Orlando, FL
Status -
  • I obtain my Health 240 license
  • Also have 40 hours of early literacy childcare

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Resume Overview

School Attended

  • Orlando Technical College - Mid Florida Tech
  • Orlando Technical College - Mid Florida Tech

Job Titles Held:

  • Customer Service Specialist
  • Licensed Insurance Agent
  • Collections Specialist


  • GED
  • Some College (No Degree)

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