Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
SR Spec - Customer Preservation
Progressive
Evans
06.2025 - Current
Conducted policy reviews for customers to identify potential gaps in coverage or additional coverage options.
Developed and maintained relationships with existing customers to ensure satisfaction and renewals.
Ensured compliance with state regulations regarding auto insurance policies.
Researched customer inquiries about billing discrepancies or coverage questions.
Adhered to all company guidelines relating to ethical standards when working with customers.
Processed applications, endorsements, cancellations, reinstatements, audits, and renewals efficiently and accurately.
Maintained accurate records of customer interactions including notes on conversations and changes made to accounts.
Provided detailed explanations of coverages, exclusions, limits, and other policy provisions.
Assessed customer needs and provided appropriate insurance solutions.
Responded to inquiries and explained product features and service advantages to potential customers.
Built and maintained strong relationships with clients through regular follow-ups and excellent customer service.
Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
Facilitated policy renewals, ensuring clients' coverage needs were continuously met.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Blended Specialist sls/svcs
Progressive
Evans
03.2024 - Current
Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
Approached customers and engaged in conversation through use of effective interpersonal and people skills.
Identified needs of customers promptly and efficiently.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Customer Service Consultant
Progressive
Evans
06.2018 - Current
Addressed customer service issues in a timely manner while demonstrating excellent customer service skills.
Worked effectively in team environments to make the workplace more productive.
Maintained updated knowledge through continuing education and advanced training.
Provided support and guidance to colleagues to maintain a collaborative work environment.
Provided excellent customer service to all customer.
Provided customer service regarding billing inquiries.
Identified opportunities to improve customer service processes.