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Customer Service Life Insurance

Houston, Texas, United States
December 09, 2018

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Anna L. Yarbrough-Runnels

***** ******* **** ** ****:832-***-****

Cypress, Tx 77433 Cell: 281-***-****


Professional Summary

Dedicated Customer Service Professional motivated to maintain customer satisfaction and contribute to company success. Proven ability to establish rapport with clients by providing high level of customer service in fast pace enviroment with patience and integrity. Skill Highlights

*Organizational Skills *Microsoft Outlook

*Multi-Task Management *Microsoft Excel

*Problem Solver *Microsoft Word

*Adaptive Team Player *Excellent Telephone Skills

*SAP Familiarity *Active listening skills

* Dynamics CRM Familarity * Glovia ERP Software

Work Experience

4/17 - 7/18 Western & Southern Life Insurance Company Houston, TX Financial Representative (Licensed Insurance Agent #214568)

. Prospecting new clients via community events.

. Quoting mutilple insurance products whole life, term insurance universal life and critical life insurance.

. Maintain all client files and review all renewals for possible re-quote.

. Perform annual client reviews of policies.

. Responding to customer inquiries and requests regarding insurance products. 4/96- 05/15 Tuboscope, A National Oilwell Company Houston, Texas Customer Service Representative

• Processed 10 to 20 domestic/international inquiries per day, and converted 8 to 15 sales quotes to customer orders and contracts per week.

• Ensured terms and conditions of contracts and purchase orders were met.

• Negotiated and improved customer order delivery dates.

• Evaluated spare parts inventory for availability and pricing.

• Coordinated and scheduled shipment of orders through traffic department.

. Managed & expedited backorders to ensure that customer orders are completed as timely as possible.

. Used spreadsheets and word processing software in windows environment and in-house data base program for reports.

• Excelled in achieving quarterly revenue goals.

• Coordinated and scheduled shipment of orders through traffic department.

• Prepared documents for invoicing purposes.

• Excellent communication and problem solving skills with customers, vendors and production personnel.


Booker T. Washington HSG

North Harris County Lone Star College

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