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. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth.
Skills
Email marketing
Insurance sales strategy
Team training and development
Policy management expertise
Policy adjustment knowledge
Client account management
Asset protection expertise
Client retention
Cross-selling and upselling
Customer follow-up
Lead development
Reliable and trustworthy
Time management
Decision-making
People skills
Work ethic
Active listening
Experience
09/2021 to 12/2021
Licensed Insurance AgentAmerican National Insurance Company – Kirkwood, DE,
Upsold products to policyholders and potential new clients.
Offered policy guidance and management to promote asset protection.
Engaged customers and provided high level of service by carefully explaining details about documents.
Analyzed customer needs and provided best options, upselling products and services.
Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
Received underwriting approvals after accurately completing applications for insurance coverage.
Improved office operations continually by maintaining records, tracking data and promoting internal communications.
Exceeded team goals by partnering with staff to share and implement best practices.
Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
07/2019 to 05/2020
Licensed Insurance AgentAmerican National Insurance Company – Lake Havasu City, AZ,
Upsold products to policyholders and potential new clients.
Exceeded company sales goals for new policies.
Engaged customers and provided high level of service by carefully explaining details about documents.
Analyzed customer needs and provided best options, upselling products and services.
Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
Received underwriting approvals after accurately completing applications for insurance coverage.
Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
Generated new leads and identified potential clients by using successful direct marketing strategies.
Drove client retention by increasing savings opportunities and identifying premium discounts.
Improved office operations continually by maintaining records, tracking data and promoting internal communications.
Cultivated lasting professional relationships, which created continuous client referral streams within community.
Reviewed coverage plans and strategic initiatives, determining how best to align new offerings with business goals.
Exceeded team goals by partnering with staff to share and implement best practices.
Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
Diligently filed and followed up on third party claims.
Increased data collection accuracy by recording client account information with zero discrepancies.
Increased client retention through loyalty rewards and incentivization program.
Delivered effective, informative financial presentations to large groups in effort to build lucrative client base and improve customers' financial well-being.
Executed on-time, under-budget project management by handling complex issues effectively for senior leadership.
06/2018 to 06/2019
Call Center Customer Service RepresentativeFallon Community Health Plan – Quincy, MA,
Managed customer expectations by clarifying needs, identifying options and recommending products and services.
Met or exceeded call speed, accuracy and volume benchmarks on consistent basis.
Documented conversations with customers to track requests, problems and solutions.
Maintained strong call control and quickly worked through scripts to address problems.
Reviewed customer account information to determine current issues and potential solutions.
Asked probing questions to determine service needs and accurately input information into electronic systems.
Pursued opportunities to advance client relations skills and further enhance customer satisfaction in every interaction.
Educated clients on how to navigate company systems and work within established frameworks to obtain desired services.
Answered, screened and processed high volume of calls daily with call management system and web-based communications.
Implemented services to assist company in maintaining exceptional client service ratings on external audits.
Resolved inquiries to consistently meet performance benchmarks.
Shared detailed information regarding options to help customers make decisions.
Consulted with customers regarding needs and addressed concerns.
Corresponded with service department team members to build and implement successful solutions to customer problems.
Processed customer account changes with proprietary software.
Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
Handled escalated customer service concerns to preserve revenue streams from key customers.
Improved call management database by frequently changing and updating customer contact information.
Education and Training
Expected in 05/2004
High School Diploma: Caldwell High School - Caldwell, TX GPA:
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