insurance customer service representative resume example with 2+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • :
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.

  • 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 Representative, 08/2020 to Current
Cognizant Technology SolutionsAurora, IL,
  • 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
Receptionist, 12/2018 to 08/2020
Engineering Services Network, Inc.Chesapeake, VA,
  • 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 Associate, 01/2020 to 03/2020
Compass Group Usa IncGrand Rapids, MI,
  • 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 Representative, 10/2019 to 01/2020
Cognizant Technology SolutionsBedminster, NJ,
  • 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.
Diploma: Medical Office Specialist, Expected in 05/2009 to Career Point College - San Antonio, TX

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Resume Overview

School Attended

  • Career Point College

Job Titles Held:

  • Insurance Customer Service Representative
  • Receptionist
  • Sales Associate
  • Insurance Customer Service Representative


  • Diploma

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