Category: BANKING

         CUSTOMER SERVICE REPRESENTATIVE       Professional Summary     Office professional with an extensive background of more than twelve years of Customer Service, Account Manager and Office Administrative Support. Exude strong and excellent communications skills and creative support with team-building and the ability work independently. I adapt to change quickly and motivate staff to ensure a smooth workflow and increased productivity.       Skills          Typing 55 wpm/Ten-Key 10500 kspm  Microsoft Office (Word, Excel, Outlook)  Data Entry/Customer Liaison/Support  Agency Management System (AMS, 360, Sagitata)  The Agency Manager (TAM) Applied System  CRM Software Systems  Quick learner              Work History      Customer Service Representative     09/2017   to   Current      Company Name   –   City  ,   State      Provide customer support to accounts, track orders, provided price quotes, order changes and/or cancellations.  Identify customers' needs, research issue and complaints with problem solving for resolution.  Assist to ensure professional and exceptional customer service with products inquiry and online services.  Document account and conversation during inbound and outbound calls in call center environment.         Owner     01/2015   to   09/2017      Company Name   –   City  ,   State      Responsible for day-to-day operations of online retail store, including sales, stock and resource management.  Develop social media strategy and set goals to increase brand awareness and  engagement.  Maintained online storefront and social media platforms with new products and marketing sales promotions.         Commercial/Personal Lines Account Manager     03/2014   to   01/2015      Company Name   –   City  ,   State      Temporary assignment ended March 214 - Jan.   Processed Certificates of Insurance for heavy contractor's, service and retail risk for commercial Line policies  Verified and explained Commercial Insurnace policy coverages' and issued renewals   Processed endorsements, cancellations, and reinstatements of policies and file claims with carrier   Followed-Up on policy change request issued by carriers and/or sub agents.         Insurance Customer Associate     02/2011   to   10/2013      Company Name   –   City  ,   State      Office location closed Feb.011- Oct.  2013 Provided customer service for retail brokerage firm as an inbound call center representative to new and existing policyholders and agents.  File claims and submit loss reports to carrier's   Explain insurance coverage and eligibility requirements for non-standard auto policies   Processed policy changes (endorsements, cancellations, and reinstatements) and issued DMV vehicle registrations   Issued auto insurance ID cards, accept and applied monthly payments to policy premiums.         Insurance Agent/Producer     02/2009   to   11/2009      Company Name   –   City  ,   State      Reviewed rates in a competitive markets for qualifying customers with various insurance carriers.  Advertised business product brochures and distributed to potential customers.  Updated client information for policy changes for clients including name, address and coverage.  Market multiple lines of business such as Commercial and Personal Lines, Ocean Marine, and Workers' Compensation.         Commercial Lines Underwriter     02/2008   to   06/2008      Company Name   –   City  ,   State      Processed and analyzed Commercial  insurance applications, rated and provided quotes Followed underwriting guidelines to determine risk exposure and eligibility Requested loss run reports and issued certificates of insurance from carrier systems Conducted policy changes for clients and ensured all information was accurate Processed binders, endorsements, cancellations, reinstatements and policy renewals.         Commercial Lines Underwriting Supervisor      Company Name   –   City  ,   State      Company relocated out of state          June 206 - Oct.  2007 Supervised 7-Employees, approved employees time sheets and requests for time off to ensure a smooth workflow Assisted account managers, sub-agents/and or brokers with customer complaints and resolutions Reviewed and analyzed risk for Commercial CGL and Workers' Comp new business applications and renewals with solid understanding of industry regulations and carrier guidelines Researched various markets for competitive pricing from multiple insurance carriers.         Education      Diploma  :   Data Entry Specialists     1995     Eldorado College    -
                          City  ,
                          State              S.E.L.F High School    -
                          City  ,
                          State          Skills    Ten-Key, Administrative Skills, Agency, brochures, call center, competitive, CA, CRM, client, clients, Customer Liaison, customer service, customer support, Data Entry, Insurance, Market, marketing sales, Excel, Microsoft Office, Office, Outlook, Word, Oct, policies, pricing, problem solving, research, retail, sales, Securities, social media platforms, strategy, Typing 55 wpm, underwriting, workflow      Accomplishments       Telephone Service  
Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.   Customer Service   Consistently received positive feedback from guests and created repeat business by developing long-term relationships with customers.    Handled guest complaints, maintaining a positive dining experience for all rest.