Customer Care Insurance Agent

Location:

Salary:

50k

Posted:

May 19, 2024

ANEL CARABALLO

Licensed insurance agent with 10*years experience in customer satisfaction, sales, efficiency, and maintaining a professional

decorum. A skilled individual looking to apply knowledge of the insurance industry and customer care in a professional environment.

PROFESSIONAL EXPERIENCE

NANCY ROBERTS ALLSTATE

Receptionist 2006-2007(agency was sold)

Answer 8 line phone system

Greet and make clients comfortable by offering beverages while they wait for agents to be available.

Take care of all payments, do banking at the end of each day, make deposit

Handle all mortgage calls, changes ete

coee

CARR AND ASSOCIATES

Sales, 2007-2011

¢ — Answer calls, take payments and take care of all clients.

* Quote all personal lines insurance

¢ Meet quota every month of 35,000 in new business sales

ACKERMAN INSURANCE SERVICES

Operation Supervisor/Sales, 201 1-Present

¢ Answer calls, take payments and take care of all clients.

* Quote personal and commercial lines

¢ Receive and distribute agency email and mail

¢ Run agency reports every morning and evening

¢ — Train all new employees

Meet agency quota of 30,000 per month in new business

¢ — Handle the banking at the end of the night

¢ Take care of upset clients by keeping calm and resolving the issues

¢ Have weekly meetings to go over any carrier changes or new findings

LICENSING

¢ 440 Customer Service Representative since (2006)

ADDITIONAL SKILLS

Bilingual in Spanish and English

Fast learner with company management systems

Skillful in inputting information

Very organized and detail oriented