Dedicated and results-driven customer service and sales professional with extensive experience in insurance, retail, and account management. Adept at building strong client relationships, handling policy management, and leading teams to achieve business objectives.
Proficient in sales, marketing, problem-solving, and business operations, with a proven ability to drive success in fast-paced environments.
· Provide outstanding customer service by assisting new and existing business clients with policy inquiries, claims, and billing.
· Conduct market research and drive sales of new insurance products to expand the customer base.
· Manage policy reviews, process claims, and ensure compliance with state and company regulations.
· Collaborate with team members to achieve company sales and service goals.
· Managed daily operations, including employee scheduling, payroll processing, and financial oversight.
· Delivered high-quality customer service and handled money transactions with accuracy.
· Led marketing and promotional efforts to boost product sales and increase revenue.
· Supervised and trained employees to maintain efficiency and compliance with company standards.
· Assisted business clients with order processing, inventory management, and product restocking.
· Built and maintained strong relationships with customers to optimize sales opportunities.
· Worked as part of a dynamic customer service team to meet company targets.
· Oversaw office operations, including training employees, delegating tasks, and ensuring efficiency.
· Assisted customers with policy management, claims processing, and eligibility inquiries.
· Led marketing efforts to attract new clients and promote insurance products.
· Managed financial transactions and handled office budgeting.
Customer Service Excellence
Insurance Sales & Policy Management
Team Leadership & Employee Training
Business Operations & Financial Management
Sales & Marketing Strategies
Problem Solving & Critical Thinking
Time Management & Organization
Microsoft Word & Computer Literacy
Communication & Relationship Building
Personal Lines License - Life, Health, Sickness & Accident