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Skills

  • Strong verbal communication
  • Route dispatch
  • Strategic sales knowledge
  • Professional telephone demeanor
  • Pricing tool development
  • Money handling abilities
  • Conflict resolution
  • Recordkeeping strengths
  • Retail materials management
  • Food preparation

Work Experiences

  • Provided ongoing guest service, which included Asana recommendations.
  • Continually improved my sales abilities and product knowledge in order to provide excellent service and meet quotas.
  • Followed all customer call guidelines, such as service levels, handling time, and productivity.
  • Looked into and resolved issues with accounting, service, and delivery.
  • Communicated with customers, management, and the sales team to better understand their needs and make recommendations.
  • Followed underwriting, rating, and compliance criteria and guidelines to determine associated financial risks.
  • Encouraged policyholders to submit referrals to expand my client base.
  • Created a new employee evaluation process that resulted in significant performance improvements.
  • Educated employees on company procedures and services.
  • Used cross-selling and upselling techniques to increase referral retention rates and increase sales and profits.

Summaries

  • Dedicated to achieving established targets and team goals and has a track record of success.
  • Customer service specialist with over 3 years of experience resolving account and service issues for Insurance clients.
  • Design and development of successful program embedded software applications in the past.
  • Offering 8 years of related experience, as well as a strong desire to improve service delivery, expand knowledge, and exceed expectations.
  • Customer Service Representative with 15 years of retail experience in fast-paced, team-oriented environments.
  • Working with stressed, confused, and upset people who need benefits information and supportive guidance to navigate standard systems is one of my specialties.
  • Motivated to keep customers happy and contribute to the company's success.
  • Hardworking Insurance Customer Service Representative with 16 years of telecommuting experience meeting customer needs.
  • Working with Agile and Scrum methodologies to meet project milestones within specified timeframes is a strong suit.
  • With an exceptional passion for developing relationships, cultivating partnerships, and growing businesses, she is articulate, energetic, and results-oriented.

Accomplishments

  • Developed
  • Marketing: Implemented marketing strategies which resulted in metric growth of customer base.
  • Won
  • Documentation: Wrote and edited documents to keep staff informed on policies and procedures.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Trained
  • Proposed
  • Guided
  • Directed the implementation of multi-channel claim reporting tools, increasing digital claim submissions by 65%.
  • Business Development: Initiated two key partnerships which resulted in method revenue growth.

Affiliations

  • Accredited Advisor in Insurance (AAI)
  • International Customer Service Association (ICSA)
  • Insurance Professionals of Oregon
  • Association of Information Technology Professionals
  • Insurance Regulatory Examiners Society (IRES)
  • Project Management Institute
  • Freemason
  • Association for Computing Machinery
  • National Association of Life Underwriters (NALU)
  • Association of Insurance Compliance Professionals (AICP)

Certifications

  • Effective Complaint Handling & Escalation Techniques Training - Microsoft Excel
  • Certified Insurance Data Analyst (CIDA) – Brightline
  • Certified Call Center Manager (CCCM) - RCCSP
  • Certified Insurance Service Representative (CISR) – Ironclad Systems
  • First Aid/CPR Certified
  • CompTIA Network+
  • Customer Service Excellence Certification - Vantage
  • ServSafe
  • Fair Claims Certification (FCLS) - Brightline
  • Licensed Life and Health Insurance Agent - Colorado

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