Customer Service Insurance

B H

***** *.*. ***** ***** Ocklawaha, FL ***** ■ **************@*****.***

Seasoned Customer Service Advisor with more than 14 years of experience in fast-paced call center banking.

Excellent communication and problem solving skills. Track record of achieving exceptional results in satisfying customers and building customer loyalty. Customer and Personal Service

Active Listening

Complex Problem Solving

Computers and Electronics

Health Insurance Agent, 12/2015 to Present

US Health Advsors – Orlando, FL

Scheduled appointments over the telephone with customers using computer database to handle inquiries about health care options.

Arranged personal conference or virtual meeting to review health plan benefits, answer questions, and present comparisons.

Conducted searches to find needed information, using such sources as the Internet. Completed applications in accordance with company procedures. Provided ongoing customer service, such as claims assistance, changes or provider information to maintain happy clients.

Life Insurance Broker, 07/2014 to 12/2015

Symmetry Financial Group – Swannanoa, NC

Scheduled and confirmed telephone appointments for clients for life insurance and investments from computer database.

Used computers for various applications, such as leads database, product comparisons with multiple insurance companies.

Prepared quotes, create presentations, and complete paper and online applications for clients. Set up and managed paper and electronic filing systems, recording information, updating paperwork.

Delivered friendly personal follow-up for claims, and new business. Professional Summary

Skills

Experience

Customer Service and Sales, 09/2013 to 11/2013

AFLAC – Port Orange FL, FL

Scheduled appointments with Business Owner and employees for Supplemental Insurance. Prepared presentations for products with employees. Completed applications and set-up payroll drafts with payroll. Customer Service, 03/1999 to 07/2013

J.P. Morgan Chase Bank – Heathrow, FL

Greeted incoming callers and professionally handled all inquiries or directed them to the appropriate departments.

Explained terms, benefits, reward programs, and online banking. Performed balance transfers, filed disputes, and payments. Offered bank products and services to generate more customer loyalty and revenue for the bank. Assured client of all actions done and appreciation of their business. Associate of Science: Computer Networking, Jun 2003 Florida Technical College - Deland Campus - DeLand, FL Licensed in Life and Health Insurance and Annuities 9/2015. Education

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