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Skills

  • Customer inquiry resolution
  • International sales support
  • Account management
  • Customer Service Metrics Tracking
  • Escalation management
  • Sales expertise
  • Recordkeeping strengths
  • Strategic sales knowledge
  • Order fulfillment
  • Stocking and replenishing

Work Experiences

  • Facilitated initiative orders and ensured that they were completed accurately in order to meet tight deadlines.
  • Established long-term, loyal customer relationships by providing excellent service and detailed order, account, and service information.
  • Kept track of cash drawers in multiple checkout stations and ensured that there was enough cash on hand.
  • Built strong, compassionate client relationships and earned a reputation for exceeding service standards.
  • Entered customer interaction details into Microsoft Excel to track requests, document problems, and record solutions offered.
  • Responded to customer requests by providing excellent customer service and customized recommendations to meet their needs.
  • Through the use of effective marketing strategies, I was able to exceed my sales targets.
  • Customer questions about available merchandise, sales, current prices, and upcoming company changes were answered by me.
  • In the top 13% of employees for successful automated.
  • Assisted and cross-trained other customer service managers.

Summaries

  • Costs were consistently reduced while profits were increased.
  • Great phone skills and initiative talents have a proven track record of increasing productivity and customer satisfaction.
  • Very knowledgeable about HubSpot, as well as process competitors and offerings.
  • Effective at managing phone calls, emails, letters, and in-person requests for assistance while adhering to framework regulations and method department guidelines.
  • Policy Service Representative is a multi-talented Policy Service Representative who is consistently rewarded for planning and operational improvements.
  • Dedicated to exceeding expectations and leading the team to success.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the system business.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Service-oriented team player with a track record of providing high-quality support in the Miscellaneous for 12 years.
  • HubSpot and method techniques have been taught to me.

Accomplishments

  • Facilitated a comprehensive audit of policy documents, correcting 6 discrepancies and ensuring full regulatory compliance.
  • Assisted in rolling out an updated policy administration system, enhancing processing speed by 28%.
  • Documented and resolved category which led to program.
  • Led a policy retention initiative that increased renewal rates by 85% over the span of 13 months.
  • Developed proactive communication strategies, resulting in a 26% reduction in policyholder complaints year-over-year.
  • Leveraged Jira to automate compliance checks, reducing processing time by 53% and improving accuracy in documentation.
  • Exceeded quarterly upsell targets, increasing recurring client revenue by $9 from ancillary policy offerings.
  • Collaborated with team of 10 in the development of procedure.
  • Contributed to integrating QuickBooks standards into department workflow, helping secure Top Performer from program for operational excellence.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • Freemason
  • Association of Professional Insurance Women (APIW)
  • Customer Service Institute of America (CSIA)
  • International Forum of Insurance Guarantee Associations
  • Insurance Data Management Association (IDMA)
  • Fraud Prevention Institute
  • Chartered Property Casualty Underwriters (CPCU) Society
  • American Medical Informatics Association
  • Society of Human Resource Management
  • American Association of Insurance Management Consultants (AAIMCo)

Certifications

  • Certified Public Accountant (CPA)
  • Level 1, 2, 3 Certification - CISR Designation
  • Certified Insurance Service Representative (CISR) – Meridian
  • Insurance Customer Services Professional Micro-Credential
  • Apple Certified Associate (ACA)
  • Google Certified Professional Cloud Architect
  • Legal Principles for Insurance Professionals - Meridian
  • SHRM Senior Certified Professional (SHRM-SCP)
  • CompTIA A+ Technician
  • Certified Policy Administrative Specialist (CPAS)

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