Marketa Cattlin

Selma, AL *****

ad0s8l@r.postjobfree.com

1-334-***-****

Organized Call Center Agent offering 14-year career in sales and customer service. Committed to quickly and thoroughly answering customer questions. Experienced in training new employees on processes and procedures. Empathetic Call Agent with proven ability to build strong customer relationships. Caring and kind with focus on understanding and resolving customer issues.

Work Experience

FINANCIAL SALES ASSOCIATE

Allstate Insurance Company - Remote Selma, AL

June 2023- Present

•Sell financial services to individuals. •Recommend certain services such as life insurance, retirement income, investments, and long-term care insurance. •Build relationships with clients and communities. •Provide solutions for short and long-term financial goals. •Help clients achieve financial security. •Present products and services via a presentation or slideshow. •Determine clients' financial needs and areas of improvement. •Determine security risks. •Develop prospects from current commercial customers, referral leads, and sales and trade meetings.

LIFE INSURANCE AGENT

Mutual Savings - Selma, AL

March 2010 to June 2023

• Exceeded corporate quotas for monthly policy sales.• Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.• Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.• Provided coverage option information to assist clients in protecting assets.• Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise.• Approached potential clients by using direct marketing techniques, including mailings and phone contacts.• Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.

CALL CENTER AGENT

Sykes - Montgomery, IN

February 2011 to March 2015

• Educated customers how to use company systems, complete forms and obtain desired services.• Educated customers on product and service details and information.• Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.• Adhered to company policies and scripts to consistently achieve call-time and quality standards.• Enhanced productivity by staying on top of call scripts and maintaining control over direction of conversations.• Contributed to company achieving and holding industry-leading customer service ratings.• Improved sales abilities and product knowledge on continuous basis to provide optimal service and achieve quotas.• Ensured accurate responses to questions and inquiries by maintaining advanced product knowledge.

LOAN PROCESSOR

Advance America - Selma, AL

January 2009 to February 2011

• Prepared documents for underwriting by verifying client income, credit reports and other information.• Reviewed financial statements and contacted institutions and customers to clarify details.• Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.• Processed loans with various departments to ensure timely, accurate and fair proceedings.• Checked packages for appropriate documentation.• Maintained long-term relationships with customers to provide best-in-class customer service.

Education

High School Diploma

Central Christian Academy - Selma, AL

Skills

Marketing initiatives

Policy Management

Client service

New agent training call

Documentation and reporting

Call center operations

Microsoft office

Data entry

Payment processing

Call Select communication system

Answering questions

Quality assurance

Telemarketing expertise

Multi-line telephone systems

Accounts payable and receivable

Customer and client relations

Memorization and recall

Sorting and labeling

Transcription and dictation

Security awareness

Professional demeanor

Compliant resolution

Credit card processing

Analytical thinking

Customer-oriented

Self-sufficient

Strong interpersonal skills

Detail-oriented

Life insurance

Customer service

Auto Insurance

Health Insurance

Certifications and Licenses

A valid P&C license

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