Customer Service Life Insurance

Mark W. Watkins Sr.

Cell phone: 916-***-**** Email: *.*********@*****.***

SUMMARY OF QUALIFICATIONS

Extensive inside/outside sales experience

Master of presentations

Extensive sales calling experience

Experienced customer service representative

Powerful but assumptive closing abilities

EMPLOYMENT

07/2015 – Present, Senior Customer Service Agent, Advanced Call Center Technology (ACT), Bayview Loan Servicing

Service home loan mortgages

Accepts mortgage payments

Reviews and explains escrow accounts

Update account information

05/2012 – Present, General Life Insurance Agent, United Heritage Insurance Company

Meet clients inside and outside of the office to establish client needs and recommend appropriate products and services

Market and sell appropriate products, including life insurance, disability income insurance, long-term care insurance, annuities, and investments

Responsible for the appropriateness of all products sold to customers

Demonstrate outstanding client service and support by continuing to assist current clients in achieving their changing financial objectives

2005 -2007, Insurance and Financial Service Representative, AAA Life Insurance Company

Assisted customers by telephone or in person to provide information about products and services

Responsible for sourcing and developing client relationships and referrals.

Created and conducted effective proposal presentations

Produced in excess of 150 life applications

Sought out new clients and developed clientele by networking to find new customers and generated lists of prospective clients.

Successfully met and exceeded quarterly sales requirements

2001 – 2003, Senior Customer Care Representative, Verizon Wireless

Received incoming calls

Determined customer needs

Provided courteous assistance in the areas of billing, equipment and troubleshooting

Established new customer service activation; priced plan changes, and provided other customer service needs as required

EDUCATION

M.Div, Southern Christian University, Montgomery, AL

B.A. Biblical Studies, Southern Christian University, Montgomery, AL

CA Life & Casualty Licenses #0566260

AWARDS & RECOGNITION

Who’s Who Among Students in American Universities and Colleges

Call handling time award winner

Customer Service achievement awards

Quick start award winner

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