insurance customer service representative insurance producer resume example with 6+ years of experience
- Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
- (555) 432-1000
- resumesample@example.com
- :
Effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate the next steps in the process. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls or in person. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Able to identify and resolve concerns while promoting new products and meeting sales objectives. Focused and dedicated insurance professional with over 7 years of experience providing superior customer service and rates in both property and casualty business lines including property, general liability, marine, automobile, crime, umbrella and workers' compensation. Partner with agents to build long-term relationships and develop strategic plans to aid clients with obtaining desired coverage at lowest rates available. Hard working team player seeking to leverage background into senior underwriting assistant role with progressive organization. Experienced Insurance Producer successful at achieving sales objectives by providing customers with detailed information and first-rate service. Persuasive communication style married with a flexible approach to problem solving. Prepared to leverage 6 years of experience to take on challenging new role with growth potential.
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Better.Com – Charlotte, NC,
- Offered policy guidance and management to promote asset protection.
- Provided leadership and training for new agents regarding industry best practices and company policies. for new agents on the sales process and relationship building while maintaining current accounts and sales numbers.
- Upsold products to policyholders and potential new clients.
- Pursued continued professional development through insurance workshops, course and webinars.
- Leveraged knowledge of customer and market to sell specific programs and initiatives.
- Exceeded company sales goals for new policies.
- Analyzed customer needs and provided best options, upselling products and services.
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Drove client retention by increasing savings opportunities and identifying premium discounts.
- Informed customers about billing procedures, processed payments and provided payment option setup assistance.
- Managed accurate and adequate cash stock and inventory balances.
- Provided top quality control and eliminated downtime to maximize revenue.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- Improved productivity by providing CSR performance feedback for corrective action.
Verizon – Brandon, FL,
- Upsold products to policyholders and potential new clients.
- Pursued continued professional development through insurance workshops, course and webinars.
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Continually improved office operations by maintaining records, tracking data and promoting internal communications.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Greatly improved office operations by reducing backtracking of work through creation of material movement process.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Maintained pleasant and cordial attitude at all times, even when issues arose.
- Exceeded team goals by partnering with staff to share and implement best practices.
- Leveraged industry trends to shape solutions and approaches.
- Generated new leads and identified potential clients by using successful direct marketing strategies.
Highmark West Virginia INC – City, STATE,
- Assisted approximately 100 customers each day with their claims questions.
- Informed customers about billing procedures, processed payments and provided payment option setup assistance.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
- Evaluated customer account information to assess current issues and determine potential solutions.
- Delivered high level of service and support to each customer, paving way for future business opportunities.
- Created and implemented process improvements to reduce workloads and bolster callback efficiency.
- Maintained calm, friendly demeanor with upset customers to de-escalate stressful situations.
- Trained up to 12 new employees each month in procedures and policies in order to maximize team performance.
- Escalated customer concerns, store issues and inventory requirements to supervisors.
- Answered hundred+ inbound calls per day and directed to designated individuals or departments.
- Upheld privacy and security requirements established by HIPPA regulatory agencies.
- Set up and activated customer accounts.
- Reviewed account and service histories to identify trends and issues.
- Documented conversations with customers to track requests, problems and solutions.
- Consulted with customers to determine best methods to resolve service and billing issues.
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Resume Overview
School Attended
- West Virginia Insurance School
Job Titles Held:
- Insurance Customer Service Representative/Insurance Producer
- Licensed Insurance Agent
- Customer Service Representative
Degrees
- Insurance License
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