Knowledgeable customer service representative with comprehensive background in insurance sales and client relationship management. Proven success in developing tailored insurance solutions and efficiently handling policy administration. Demonstrated skills in risk assessment and customer service excellence.
Overview
8
8
years of professional experience
Work History
Insurance Agent
Allstate
05.2025 - Current
Developed customized insurance policies based on client needs and risk assessments.
Educated clients on coverage options and policy details to enhance understanding and satisfaction.
Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
Upsold additional products and services after identifying customer needs and requirements.
Inside Sales Consultant
Sunrun
05.2024 - 04.2025
Communicate with customers daily using sales skills; via phone, email, and SMS to highlight the advantages of the Tesla Powerwall product.
Work independently to prioritize tasks and responsibilities, delivering an exceptional customer experience while achieving monthly sales targets.
Developed and maintained strong relationships with clients to enhance customer satisfaction.
Utilized CRM software to track leads, manage sales pipelines, and forecast revenue.
EV Consultant
Sunrun
04.2023 - 05.2024
Researched and analyzed specifications of the Ford Electric F-150 and Sunrun's Bi-Directional inverter, resulting in a comprehensive understanding of the cutting-edge technology, giving presentations to over 100 clients.
Outperformed demanding monthly sales goals by prioritizing calendar and self-generating appointments and referrals, surpassing sales targets by 25% monthly.
Created an email template addressing popular customer questions and objections, increasing contract closing rates by 50%, resulting in a 45% increase in installations.
Data Entry @ Sunrun
Randstad Staffing
02.2023 - 04.2023
Reviewed, verified, and accurately input data for 20-30 Net Metering solar applications daily, ensuring a 98% error-free rate and timely processing of applications.
Identified and resolved discrepancies in utility portal data entry, resulting in a 15% increase in application approval rates.
Collaborated with the operations team to streamline the data entry process, leading to a 20% decrease in processing time for each application.
Fact Finding Agent
California EDD
04.2022 - 02.2023
Conducted over 100 monthly phone interviews for unemployment claims adjudication, analyzing claims, resulting in a 15% increase in accurate decision-making.
Evaluated claim details against established standards, resulting in a 15% increase in accurate decision-making.
Drafted summaries referencing legal precedents, reducing appeals by 10% using various software platforms including SharePoint and Microsoft Office Suite.
CSR @ BlueCross BlueShield
Insight Global Staffing
10.2021 - 04.2022
Verified active/inactive plans, delivered a breakdown of member benefits, and researched billing and diagnostic codes to confirm covered services for healthcare providers.
Collaborated with consumers to execute insurance benefit enrollment inquiries, answering phone calls, chats, and emails.
Made administrative changes such as adding dependents and beneficiaries, processed changes, and captured documents necessary to authenticate life events.
Covered California Enrollment Rep.
Faneuil Inc.
10.2020 - 06.2021
Conducted benefit enrollment in a fast-paced, high-volume inbound call center, handling an average of 60 calls daily.
Educated members on plan options, interpreted legal/contractual jargon, and conducted benefit plan analysis, contributing to a 22% increase in plan enrollment.
Mastered understanding of laws about the Affordable Care Act and the State of California Marketplace for health insurance decreasing customer escalations by 75%.
P & C Insurance Sales & Service Rep.
Sanguinetti & Co. Insurance Brokers
04.2018 - 06.2019
Increased policy acquisition by 25% monthly by providing insurance quotes and advising a diverse portfolio of clients, ensuring seamless coverage and satisfaction.
Assessed and evaluated insurance applications to determine the level of risk involved in coverage and defusing high-stress situations by maintaining an unwaveringly positive attitude.
Researched and sourced clients, built long-term relationships, reported policy changes, and advocated for improved company conditions, positively impacting customer satisfaction.
Administrative Assistant
Sanguinetti & Co. Insurance Brokers
01.2018 - 04.2018
Organized daily schedules, facilitated key client meetings, processed payments, and implemented a streamlined system to enhance financial efficiency.
Produced impactful communications and coordinated vendor activities by interacting with diverse vendors, contractors, and professional services personnel.
Drafted and edited documents, such as emails, letters, memos, reports, and invoices, and created electronic and physical filing systems.
Education
Associate of Applied Science - Business Administration