Insurance Customer Service Representative Resume Example La Familia

INSURANCE CUSTOMER SERVICE REPRESENTATIVE

Professional Summary

Persuasive Auto Insurance Agent with expertise in assessing client needs, advising on coverage options and monitoring insurance claims. Energetic and communicative professional with 1 years of experience with extensive knowledge of AUTO INSURANCE , as well as COMMERCIAL AUTO and BUISNESS, RENTERS, and HOMEOWNERS INSURANCE , as well as cross sales of NSD roadside assistance, and TELEMED insurance products. Proficient in job-related software, including Matrix and ITC. Dedicated to developing meaningful clientele and offering best solutions for insurance coverage.

Skills

Customer assistance
Payment collection
Product upselling
Credit card processing
Account management
Quote information
Health insurance
Policy renewals
Property insurance
Auto insurance
Quotes and sales
Underwriting and adjustments
Relationship development
Business operations

Point of Sale Knowledge
Identification Checks
ID Verification
Good telephone etiquette
Sales expertise
Computer proficiency
Cleaning procedures
Payments posting
Daily transaction summarizing
Safe verifications
Customer direction
Friendly demeanor
Cleaning and sanitizing
Receipt and refund issuance

Work History

Insurance Customer Service Representative08/2020 to Current
La Familia – San Antonio, TX

Opened and closed office , maintained cleanliness of my work station and kept a professional appearance
Assisted with daily calls and paperwork uploads
Bolstered customer retention by creating and offering unique discount options and inspiring interest in new product lines.
Investigated and resolved customer inquiries and complaints quickly.
Followed-through on all critical inter-departmental escalations to increase customer retention rates.
Recommended, selected and helped locate the best insurance quote for our customer requests.
Monitored cash and taken during binding polices or making MAin Insureds payments and reporting our EOD reports
Spread the company's events thru social media and marketing and referrals to help boost business and drive in potential customers

Receptionist12/2018 to 08/2020
A New Life For A New Generation – San Antonio, TX

Drafted professional memos, letters and marketing copy to support business objectives and growth.
Directed incoming calls to internal personnel and departments, routing to best-qualified department.
Prepared packages for shipment, pickup and courier services for prompt delivery to customers.
Welcomed all customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Checked-in visitors, distributed visitor badges and managed logbooks to comply with security initiatives.
Answered telephone calls to field inquiries from clients, vendors and various other callers seeking information.
Corresponded with clients through email, telephone or postal mail.
Scheduled and confirmed appointments and meetings for for customers.
Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels.
Kept reception area clean and neat to give visitors positive first impression.
Answered high-volume, multi-line telephone, directing callers to appropriate company personnel.
Oversaw inventory activities, including materials monitoring, ordering or requisition and supply stocking or re-stocking.

Sales Associate01/2020 to 03/2020
Premier Rental Purchase – San Antonio, TX

Maintained organized, presentable merchandise to drive continuous sales.
Worked alongside retail representatives to boost sales by enhancing product presentations and advertising collateral.
Tracked stock using company inventory management software.
Maintained records related to sales, returns and inventory availability.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Prepared merchandise for sales floor by pricing or tagging.
Engaged with customers to effectively build rapport and lasting relationships.
Delivered high level of assistance by locating products and checking store system for merchandise at other sites.

Insurance Customer Service Representative10/2019 to 01/2020
La Familia – San Antonio, TX

Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
Conducted research on insurance packages and investment options to generate client recommendations.
Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Upsold additional products and services after identifying customer needs and requirements.
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Built relationships with clients through active listening and engaging Spanish for out Spanish speaking customers to provide excellent service.

Education

Diploma: Medical Office Specialist05/2009Career Point College- San Antonio, TX

Resume Overview

Companies Worked For:

La Familia
A New Life For A New Generation
Premier Rental Purchase

School Attended

Career Point College

Job Titles Held:

Insurance Customer Service Representative
Receptionist
Sales Associate

Degrees

Diploma : Medical Office Specialist 05/2009

Insurance Customer Service Representative Resume Example

Resume Score: 80%

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