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Customer Service Agent

Location:
Indianapolis, IN
Posted:
December 11, 2023

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Resume:

Helen Taylor

Indianapolis, IN

******************@***********.***

+1-317-***-****

CAREER OBJECTIVE: Understanding the customer experience and creating them are very different; yet both vital to retaining customer loyalty. Over the past 20 years, I have dedicated myself to understanding and exhibiting the core principles of customer service. I am looking for an organization that aligns with that philosophy and allows me to grow and add value long term. I’m seeking to find long-term employment in a well organized corporation that offers a challenging and rewarding career with advancement opportunities and compensation. Hardworking, dependable, and goal-oriented individual with an extensive background 15 + years in Customer Service and Sales. Excellent customer service skills with the ability to work independently or in a team environment. Work Experience

Licensed Insurance Sales & Service Agent

Anthem - Indianapolis, IN

August 2022 to January 2023

· Worked with clients on open enrollment for Medicare

· Discussed options for coverage and care with each client

· Answered questions regarding products and services Licensed Insurance Sales & Service Agent

Hoosier Motor Club - Indianapolis, IN

February 2022 to August 2022

· Managed sales and service inbound calls

· Processed billing payments and changes

· Reached out to prospective clients regarding personal, life, and commercial insurance

· Gave quotes and upsold AAA memberships and products including life and pet insurance

· Met and exceeded monthly metrics

Sales and Service Agent

State Farms Insurance - Indianapolis, IN

July 2021 to February 2022

· Oversaw sales and outbound calls to both new and existing clients

· Billed clients and processed changes to policy

· Facilitated Annual Insurance Reviews for aligned coverage based on needs

· Provided excellent customer service and assisted customers with sales in a fast pace work environment

· Answered incoming call center questions about insurance policies and insurance coverage issues, as well as consumer complaints and general inquiries

· Demonstrated accuracy in processing client policy modifications based on the data given

· Verified new customers coverage and presented policyholders with proof of insurance paperwork

· Kept track of all customer inquiries and followed up to verify that all questions were answered regarding customer policies

· Stayed up-to-date on new marketing efforts to answer insurance product inquiries utilizing all the resources available

· Handled complaints, presented appropriate solutions and alternatives within the timeframes set, and followed up to ensure that the issue has been resolved

· Quoted prices and Processed payments

Sales & Event Liaison

Main Gate LLC - Indianapolis, IN

January 2019 to June 2021

· Served as a customer first point of contact and solved any issues Worked on special projects in a hands- on aspect

· Tracked inventory, counted, and ensured enough was on hand

· Ordered supplies from vendors when inventory was low Sales Representative

Defenders/ADT - Indianapolis, IN

January 2017 to December 2018

· Assisted customers in merchandise selections and with order disputes and inquiries

· Scheduled appointments for installation and provided support for pre-existing and new customers

· Reported weekly and monthly sales totals to management Sales Representative/Collections

Navient - Indianapolis, IN

January 2018 to January 2018

· Processed all monetary transactions and consistently met departmental deadlines

· Provided customer support to approximately 60-70 calls daily and handled customer inquiries Detention Officer

Marion Superior Court Juvenile Division - Indianapolis, IN January 2015 to December 2017

· Responsible for receiving and processing inmates into a detained institution & Oversaw ordering supplies

· Enforced communication guidelines and monitored inmates while implementing daily schedules

· Prepared routine records on inmates(research & approve) and performed general clerical duties Direct Sales Representative

Comcast /Xfinity - Fishers, IN

January 2013 to December 2014

· Reported weekly and monthly sales totals to management

· Provided support for pre-existing and new customers and assisted customers in merchandise selections

· Handled customer inquiries and assisted customers with order disputes and inquiries

· Created and assigned work orders and scheduled appointments for installation Call Center Representative

Lockheed Martin - Indianapolis, IN

January 2012 to December 2013

· Consistently met departmental deadlines and made requested customer policy account changes

· Provided customer support to approximately 60-70 calls daily

· Copied, filed, and faxed clients information for mortgage loans Customer Service Representative

Talagy Staffing Service - Indianapolis IN

January 2009 to December 2012

· Provided customer service for the Indianapolis Convention Center

· Processed all monetary transactions and promoted Sales

· Made requested customer policy and account changes and communicated customer request to management

Mortgage Processor

Clayton Mortgage Service - Indianapolis, IN

January 2006 to December 2008

· Reviewed paperwork for 100% accuracy before submitting for underwriting

· Processed loan documentation including title, appraisal, verifications evidence of insurance, and payoffs

· Processed and prepared loans for underwriting and obtained insurance authorizations Mortgage Specialist

Trinity Mortgage Services - Indianapolis, IN

January 1997 to December 2006

· Created and administered marketing and customer service programs, which fueled referrals

· Provided sales support and ordered loan documentation at setup, including title, appraisals and verifications, evidence of insurance and payoffs and Processed loan documentations

· Cross –trained and provided support for other Service representatives as needed Education

Insurance Career Training

New Beginnings Workforce Development Training Program - Indianapolis, IN, US March 2021 to April 2021

High School Diploma

Emmerich Manual High School - Indianapolis, IN, US Skills

• Transferable Skills: Acquire & Evaluate information, Estimate time needed for projects, follow customers instructions, Manage time effectively, Meet Deadlines, Organize and maintain information, Multi-tasked Oriented, prioritize tasks Leadership Skills: Interpret and communicate information, Capable of coordinating personnel in support of activities, Follow & give detailed instructions, Train workers based on their inspiration of knowledge, Make important decisions, Resolve conflicts, maintain safe work environments, Monitors & correct performances, proofread written material, Work as a team member

Additional Skills: Adhere to safety procedures, follow emergency procedures & government regulations, read and understand operating manuals and systems

• Underwriting

• Research

• Outbound sales

• Sales

• Direct sales

• Upselling

• Cash handling



Contact this candidate