Motivated Customer Service Representative with over 20 years of retail experience in fast-paced, team-based environments. Driven and proven successful at achieving established targets and team goals. Personable and professional communicator with fluency in Spanish.
Personable Customer Service professional offering over 20 years of experience resolving account and service concerns for policyholders.
Smoothly uncovered and solved challenges while promoting company products and maintaining loyal, satisfied customers. Focused on surpassing expectations and driving team success. Hardworking Insurance Agent bringing 20 years of experience meeting customer needs via telecommuting roles. Skilled at listening to customers, meeting productivity targets and maintaining current knowledge of company offerings. Offering empathy, reliability and enthusiasm for satisfying customers.
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- Provided primary customer support to internal and external customers in fast-paced environment.
- Incorporated cross-selling and upselling techniques to generate sales and profits and increase referral retention rates
- Maintained current product knowledge to meet customer needs and increase sales.
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Encouraged policyholders to submit referrals to increase client base.
- Reviewed and adjusted customer coverage levels to address, identify and resolve customer conflicts.
- Verified and updated customer contact details in QQ Catalyst to build and maintain accurate customer database.
- Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
- Responded to customer requests for products, services and company information.
- Adhered to underwriting, rating and compliance criteria and guidelines to determine associated financial risks.
- Met all customer call guidelines including service levels, handle time and productivity.
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Encouraged policyholders to submit referrals to increase client base.
- Initiated outbound customer calls to review policy reviews and late payments to avoid lapse in coverage.
- Reviewed and adjusted customer coverage levels to address, identify and resolve customer conflicts.
- Submitted claims and initiated damage appraisal to facilitate claims process for policyholders.
- Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
- Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
- Responded to customer requests for products, services and company information.
- Adhered to underwriting, rating and compliance criteria and guidelines to determine associated financial risks.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Upheld strict financial controls by keeping funds secure and accurately transferring monies.
- Checked amount details and fraud markers for transaction papers such as checks and money orders.
- Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
- Verified amount of cash in cash drawer against day's receipts, quickly identifying errors.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Maintained balancing record with 100% rate of accuracy.
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Worked alongside attorneys, administrative assistants and fellow legal assistants on complex cases and legal processes.
- Reviewed, edited and proofread legislation drafts for proper grammar, spelling, punctuation and formatting.
- Managed accounts and client records of clients, observing confidentiality and extreme discretion.
- Interviewed and prepared intake sheets for clients in Spanish and English.
- Created intake sheets for English and Spanish clients and conducted interviews in both languages.
- Handled office scheduling and made notes for deadlines, motions and other important dates.
- Majored in International Studies
- Licensed Customer Service Representative for the State of Florida
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School Attended
- Washington Irving High School
- Miami Dade College
Job Titles Held:
- Insurance Customer Service Representative
- Insurance Customer Service Representative
- Head Teller
- Legal Assistant
Degrees
- High School Diploma
- Associate of Science
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