Customer Service Insurance

JEFF ASAI

***** ** ****** **, #**

Brush Prairie, WA 98606

Cell: 360-***-**** E-mail: ********@*****.***

CUSTOMER SERVICE

-Provided high-level customer services in courteous manner both customer facing and in a call center

environment.

-Known for being team oriented, strong customer service skills, excellent communication skills, and attention to

detail.

-Strong computer skills with MS Office, Word, Excel, Outlook and ability to multitask and prioritize jobs.

-Set up new customer accounts, ran online credit assessments, processed credit card payments, and scheduled

appointments.

-Matched products and services to customer needs and wants.

-Cared for elderly clients with everything from day to day care, transportation to and from locations, and personal

household finances including taxes.

MARKETING PROFICIENCY

-Marketed a wide range of insurance products, home mortgages and communication services.

-Skilled in telemarketing, collecting public and personal financial data, credit analysis and application evaluation,

loan document processing and underwriting in insurance and mortgage.

-Maintained high call handling efficiency and quality standards, always mindful of up-sell and cross- sell

opportunities.

-Recruited candidates for insurance agent positions, and volunteers to community based organizations and non-

profits.

BUSINESS PROFICIENCY

-Consultant to small business clients in areas of management, marketing and finance.

-Background in personal lines insurance and business management consulting.

-Assisted in business planning, financial analysis and packaging and market development.

-Conducted financial position analysis, accounting and bookkeeping services, financial statement preparation,

budget and cash flow projections.

-Provided tax advice and planning, market research, product development and distribution.

-Performed risk management with insurance company checking for selection standards that met established

criteria and supported company profitability.

-Answered over 70 calls per day from customers on in-depth questions about insurance coverage, billing and

accounting, policy documents, and legal issues.

-Developed business promotion strategies.

EXPERIENCE

Senior Care Giver Elder Care Bountiful, UT / Vancouver, WA Aug 2009 to Present

Broadband Sales Specialist Charter Communications Vancouver, WA Jan to Jul 2009

Insurance Agent, Underwriter Nationwide Insurance Portland, OR Nov 1998 to Jun 2008

Mortgage Loan Officer Cascade Pacific Mortgage Vancouver, WA Sept 1998 to Nov 1998

Insurance Sales Agent Prudential Insurance Portland, OR Jan 1998 to Sept 1998

Small Business Consultant IMPACT Business Consultants Portland, OR Jun 1985 to Jan 1998

Management Consultant Price Waterhouse Salt Lake City, UT Apr 1984 to Jun 1985

Retail Assistant Manager Reams Grocery Bountiful, UT Aug 1976 to Jun 1985

EDUCATION

Bachelor of Science, University of Utah

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