Processed applications, payments, corrections, endorsements and cancellations.
Called 100+ warm leads each week to expand client base.
Promoted agency products to customers in person, on the telephone and in writing.
Compiled coverage and rating information in an accessible format.
Upsold agency products and services.
Prepared necessary paperwork to process insurance sales and renewals.
Pursued continuing education and training programs to continue professional development.
Followed up with potential clients regarding online information requests.
Presented and clearly explained insurance policy options to clients based on their needs and goals.
Called 50+ lapsed customers each week to inquire about continuing needs.
Researched coverage and premium options and supplied clients with the best coverage available.
Promoted client retention through high-quality service and follow through.
Resolved customer complaints and concerns with strong verbal and negotiation skills.
Displayed courtesy and strong interpersonal skills with all customer interactions.
Maintained composure and patience in face of difficult customer situations.
Support customers with online billing and account issues.
Trained new employees and explained protocols clearly and efficiently. Informed customers about issue resolution progress.
Processed sales referrals and promoted bank services and products.
Balance daily cash deposits.
Delivered prompt, accurate and excellent customer service.
Confirmed that appropriate changes were made to resolve customers' problems.
Exercises sound judgment in issuing credits and making exceptions to customer policies to maintain high levels of customer satisfaction.
Informed customers about sales and promotions in a friendly and engaging manner.
Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.
Identified prospective customers using lead generating methods.