Sherri Soles
Atlanta
Summary
Dedicated and experienced customer service specialist with a strong background in building lasting relationships with clients by delivering exceptional service and tailored solutions. Adept at handling complex inquiries and providing clear, accurate information to ensure customer satisfaction.
Committed to ongoing professional development and passionate about enhancing the customer experience through effective communication and problem solving.
Overview
9
9
years of professional experience
Work History
Life Insurance Agent
Lincoln Heritage Life Insurance
ATLANTA
04.2025 - Current
- Processed applications for new or renewal policies according to established protocols.
- Participated in training sessions designed to keep staff informed about new products and services offerings from carriers.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
- Provided support to customers throughout the application process, including collecting information and completing paperwork accurately.
- Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
- Responded promptly to customer inquiries about policy terms, premium payments, and claims processing procedures.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Developed appropriate quotes based on risk information.
Senior Customer Service Specialist
Whirlpool Corporation
Cleveland
03.2017 - 01.2025
- Demonstrated ability to build strong relationships with customers by providing exceptional service and addressing their needs effectively.
- Handled inbound customer inquiries regarding appliance repair services.
- Provided effective customer service for all internal and external customers by using excellent, in-depth knowledge of company products and programs.
- Proven track record of resolving customer issues efficiently and effectively, enhancing customer satisfaction and loyalty.
- Provided timely and accurate information regarding customer order status and product knowledge requests.
- Answered customer calls and online chats, process orders, and provided accurate information about order statuses and product inquiries.
- Experience collaborating with various departments, including sales, technical support, and logistics, to ensure a seamless and positive customer experience.
- Documented all call information according to standard operating procedures.
- Proficiency in Microsoft Office programs and platforms; comfortable navigating multiple systems and different internet browsers.
- Excellent verbal and written communication skills, allowing for clear and effective interactions with customers and team members.
- Processed customer orders, changes, and returns according to established department policies and procedures.
- Managed the delivery of and installation scheduling of customer needs, communicated backorder updates, and helped customers solve their appliance needs.
Insurance Agent
Sitel Inc.
Oak Ridge
09.2016 - 02.2017
- Successfully established and maintained strong relationships with clients, resulting in a loyal customer base and high levels of client satisfaction.
- Completed a variety of day-to-day client service transactions, including policy endorsements, certificates, binders, cancellations, or other necessary tasks as needed.
- Functioned as the first point of contact for clients and delivered professional and high-quality customer service.
- Developed customized insurance plans that meet the unique needs of clients, enhancing their coverage and ensuring peace of mind.
- Adhered to defined protocols, workflows, and frameworks to deliver solutions for the customer.
- Built and maintained relationships with clients, potential clients, and other professionals to generate leads and referrals.
Education
Technical Diploma - Medical Office Technology
Tennessee College of Applied Science
04-2016
Bachelor of Science - Business Management
Bristol University
Knoxville, TN06-1994
Some College (No Degree) - Business Management
University of Tennessee At Memphis
Memphis, TN05-1986
Skills
- Windows 7 Professional
- Windows 11 Professional
- Microsoft Office
- Outlook 2013
- Microsoft Office O365
- Communication
- Empathy
- Adaptability
- Patience
- Problem-Solving
- Product Knowledge
- Active Listening
- Detailed Oriented
- Sales
- Collaboration
- Negotiation
- Time Management
- Analysis
- CRM
- Innovation
- Interpersonal Communication
- Customer Retention
- Efficiency
- Conflict Resolution
- Virtual Online Leaders Team
- Cross Trained CCT/AIG
- Filing Warranty Claims
- Mentorship
- Safety Policies
- Attention to Detail
- Concentration
- Dependability
- Data Entry
- Management
- Order Entry
- Purchase Orders
- Organization
- Hospitality
- People-Person Skills
- Account Management
- Problem Solving
- Technical Knowledge
- Teamwork
- Policy processing
- Claims management
- Premium calculation
- Customer support
- Product knowledge
- Client education
- Policy adjustment
- Appointment scheduling
- Insurance policy sales
- Insurance product expertise
- Call center customer service
- Customer billing
Timeline
Life Insurance Agent
Lincoln Heritage Life Insurance
04.2025 - Current
Senior Customer Service Specialist
Whirlpool Corporation
03.2017 - 01.2025
Insurance Agent
Sitel Inc.
09.2016 - 02.2017
Technical Diploma - Medical Office Technology
Tennessee College of Applied Science
Bachelor of Science - Business Management
Bristol University
Some College (No Degree) - Business Management
University of Tennessee At Memphis
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