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Customer Service Life Insurance

Location:
Norfolk, VA, 23504
Posted:
February 29, 2024

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Resume:

Gloria Irizarry

Chesapeake, VA *****

ad30h3@r.postjobfree.com

+1-757-***-****

Objective: Seeking challenging opportunities where I can fully use my skills for the success of the organization

Work Experience

Licensed Life Insurance Agent

Arias Agencies - Chesapeake, VA

February 2024 to Present

• Call and meet with clients and potential clients to grow their customer base

• Sells and manages insurance policies on behalf of an insurance company

• Introduce their clients to all available insurance policy options and clearly explain them Beautician

Elevated Braids - Chesapeake, VA

April 2022 to Present

• Setting a budget and then comparing actual income and expenditures

• Comparing sales reports and adjusting sales activities or expenses to better meet budgets

• Networking, direct sales and entertaining clients

• Creating advertising, social media platforms, and face-to-face consultations

• Review sales reports and financials and comparing them to goals set out in short- and long-term plans

• Executing customer services with professionalism and accuracy

• Providing a clean, friendly, professional, and home-like environment Family Caregiver

N/A - Chesapeake, VA

June 2020 to February 2023

I took care of my grandmother until she passed in February

• Assisted with bathing, dressing, and even with the restroom.

• Help client take prescribed medication

• Assist with ambulation and mobility around the house or outside (doctor’s appointments, walks etc.)

• Performed personal care and hygiene

• Help client with physical therapy exercises

• Plan and prepare meals

• Do the client’s shopping or accompany her

• Perform light housekeeping duties that client can’t complete on their own

• Be a pleasant and supportive companion

• Report any unusual incidents

• Act quickly and responsibly in cases of emergency Customer Service Representative

AppleOne - Chesapeake, VA

August 2019 to November 2019

• Cross-trained and provided back-up for other customer service representatives when needed

• Created new processes and systems for increasing customer service satisfaction

• Developed highly empathetic client relationships and earned reputation for exceeding customer service goals

• Cross-trained and provided back-up for other customer service representatives when needed Customer Service Representative

Experience Conduent - Chesapeake, VA

April 2017 to August 2019

Experience:

• Electronic document preparation and indexing in to case management system.

• Review and research document images of returned mail to determine validity of address. Notate and flag participant’s account if determination is made that address is no longer valid.

• Manually draft, print, and/or mail necessary correspondence for a variety of clients.

• Review and assemble packages of documents sent to a beneficiary, participant, or third-party administrator regarding life insurance claims, updates to direct deposit, pension elections, tax elections, enrollment or continuation of health insurance coverage, etc.

• Fulfilled requests specific to different package types based on client/kit type instructions

• Verify and follow case specific instructions, and include additional shelf materials as required

• Validate that all pieces requested are printed as required and are matched to included checklist or processing guidelines

• Evaluate paperwork for completeness and accuracy.

• Review history of requests, transactions and call notes to determine case specific instructions, exception actions required, etc.

• If paperwork is complete and all necessary documents are included, complete preparation of mail package by assembling, creating mailing labels, and submit according to team processes by client specific deadlines.

• Maintain and update case management system notes.

• Follow-up on open items daily and close or appropriately route cases upon completion.

• Maintain and order supplies as necessary from warehouse, print team, etc. as necessary

• Receive, catalog, and maintain hard copy documents relating to the death of a benefits plan participant for utilization in submission of life insurance claims.

• Run queries or complete from case management or other applicable systems, or complete manual reconciliation, to ensure all daily SLAs are met.

• Collaborate with other internal departments and mailing or supply vendor(s) to obtain exception processing information and address participant and client escalations. Licensed Insurance Sales Agent

Experience Sutherland Global Services - Chesapeake, VA October 2015 to October 2016

Experience:

• To sale a product relative to the customers needs

• Answering multi line phones

• Transferring calls to correct department to confirm customer quality of help is efficient.

• Finding the wants and needs of the customer

• Providing a solution to customers

• Ensuring that the customer is knowledgeable of products being purchased to reduce cancellations

• Meeting sales quota each day and/or month

Experience

Specimen Accessioner - Chesapeake, VA

April 2014 to October 2015

Lab Corp Chesapeake, VA

• Receive laboratory samples and check them for accuracy

• Certify the labels on the specimen coincide with the information provided from in the associated file

• Check specimen for contamination before preparing them for test

• Perform analysis on specimen such as blood, urine, and stool

• Guarantee that all analysis and preparation stages are documented properly

• Handle container management in a time efficient manner Customer Service Representative

Xerox Company Chesapeake - Chesapeake, VA

September 2013 to November 2013

● Cross-trained and provided back-up for other customer service representatives when needed

● Worked under strict deadlines and responded to service requests and emergency call-outs

● Promptly responded to general inquiries from members, staff, and clients via mail, e-mail and faxes.

● Successfully interacted with customers and expedited complaints or concerns with benefit information.

● Assisted customers with enrolling in work benefits in a timely manner to ensure accuracy in the upcoming year.

Education

High school diploma

Deep Creek High School - Chesapeake, VA

September 2004 to June 2008

Skills

• Operating systems: Microsoft Office; Applications: MS Word, Excel, Access, PowerPoint and Outlook. FILE (2

years), ACCESS (2 years), DATABASE (2 years), EXCEL (3 years), MICROSOFT OFFICE (10+ years), MS WORD (10+

years), OUTLOOK (3 years), POWERPOINT (Less than 1 year), WORD (10+ years), Front Desk (2 years), Mail Clerk (3

years), Call Center Customer Service (2 years), Typing (10+ years), Data Entry (10+ years). I create documents and

implement data into the database. I maintain a file system and regularly organize confidential information in the

daily database and log systems. I also check all incoming emails and transfer mail and calls to correct personnel.

• Guest Relations Experience

• Insurance Sales

• Multi-line Phone Systems

• Case Management

• Guest Services

• Quality Assurance

• Laboratory Experience

• Microsoft Windows

• Caregiving

• Direct Sales

• Communication skills

• Customer service

• Sales

• Typing

• Negotiation

• Front desk

• Research

• Driving

• Guest relations

• Specimen collection / processing

• Image processing

• Databases

Certifications and Licenses

Driver's License

Life Insurance License

February 2024 to February 2026



Contact this candidate