Customer Service Life Insurance
Resume:
Gloria Irizarry
Chesapeake, VA *****
************@*****.***
Objective: Seeking challenging opportunities where I can fully use my skills for the success of the organization
Work Experience
Licensed Life Insurance Agent
Arias Agencies - Chesapeake, VA
February 2024 to Present
• Call and meet with clients and potential clients to grow their customer base
• Sells and manages insurance policies on behalf of an insurance company
• Introduce their clients to all available insurance policy options and clearly explain them Beautician
Elevated Braids - Chesapeake, VA
April 2022 to Present
• Setting a budget and then comparing actual income and expenditures
• Comparing sales reports and adjusting sales activities or expenses to better meet budgets
• Networking, direct sales and entertaining clients
• Creating advertising, social media platforms, and face-to-face consultations
• Review sales reports and financials and comparing them to goals set out in short- and long-term plans
• Executing customer services with professionalism and accuracy
• Providing a clean, friendly, professional, and home-like environment Family Caregiver
N/A - Chesapeake, VA
June 2020 to February 2023
I took care of my grandmother until she passed in February
• Assisted with bathing, dressing, and even with the restroom.
• Help client take prescribed medication
• Assist with ambulation and mobility around the house or outside (doctor’s appointments, walks etc.)
• Performed personal care and hygiene
• Help client with physical therapy exercises
• Plan and prepare meals
• Do the client’s shopping or accompany her
• Perform light housekeeping duties that client can’t complete on their own
• Be a pleasant and supportive companion
• Report any unusual incidents
• Act quickly and responsibly in cases of emergency Customer Service Representative
AppleOne - Chesapeake, VA
August 2019 to November 2019
• Cross-trained and provided back-up for other customer service representatives when needed
• Created new processes and systems for increasing customer service satisfaction
• Developed highly empathetic client relationships and earned reputation for exceeding customer service goals
• Cross-trained and provided back-up for other customer service representatives when needed Customer Service Representative
Experience Conduent - Chesapeake, VA
April 2017 to August 2019
Experience:
• Electronic document preparation and indexing in to case management system.
• Review and research document images of returned mail to determine validity of address. Notate and flag participant’s account if determination is made that address is no longer valid.
• Manually draft, print, and/or mail necessary correspondence for a variety of clients.
• Review and assemble packages of documents sent to a beneficiary, participant, or third-party administrator regarding life insurance claims, updates to direct deposit, pension elections, tax elections, enrollment or continuation of health insurance coverage, etc.
• Fulfilled requests specific to different package types based on client/kit type instructions
• Verify and follow case specific instructions, and include additional shelf materials as required
• Validate that all pieces requested are printed as required and are matched to included checklist or processing guidelines
• Evaluate paperwork for completeness and accuracy.
• Review history of requests, transactions and call notes to determine case specific instructions, exception actions required, etc.
• If paperwork is complete and all necessary documents are included, complete preparation of mail package by assembling, creating mailing labels, and submit according to team processes by client specific deadlines.
• Maintain and update case management system notes.
• Follow-up on open items daily and close or appropriately route cases upon completion.
• Maintain and order supplies as necessary from warehouse, print team, etc. as necessary
• Receive, catalog, and maintain hard copy documents relating to the death of a benefits plan participant for utilization in submission of life insurance claims.
• Run queries or complete from case management or other applicable systems, or complete manual reconciliation, to ensure all daily SLAs are met.
• Collaborate with other internal departments and mailing or supply vendor(s) to obtain exception processing information and address participant and client escalations. Licensed Insurance Sales Agent
Experience Sutherland Global Services - Chesapeake, VA October 2015 to October 2016
Experience:
• To sale a product relative to the customers needs
• Answering multi line phones
• Transferring calls to correct department to confirm customer quality of help is efficient.
• Finding the wants and needs of the customer
• Providing a solution to customers
• Ensuring that the customer is knowledgeable of products being purchased to reduce cancellations
• Meeting sales quota each day and/or month
Experience
Specimen Accessioner - Chesapeake, VA
April 2014 to October 2015
Lab Corp Chesapeake, VA
• Receive laboratory samples and check them for accuracy
• Certify the labels on the specimen coincide with the information provided from in the associated file
• Check specimen for contamination before preparing them for test
• Perform analysis on specimen such as blood, urine, and stool
• Guarantee that all analysis and preparation stages are documented properly
• Handle container management in a time efficient manner Customer Service Representative
Xerox Company Chesapeake - Chesapeake, VA
September 2013 to November 2013
● Cross-trained and provided back-up for other customer service representatives when needed
● Worked under strict deadlines and responded to service requests and emergency call-outs
● Promptly responded to general inquiries from members, staff, and clients via mail, e-mail and faxes.
● Successfully interacted with customers and expedited complaints or concerns with benefit information.
● Assisted customers with enrolling in work benefits in a timely manner to ensure accuracy in the upcoming year.
Education
High school diploma
Deep Creek High School - Chesapeake, VA
September 2004 to June 2008
Skills
• Operating systems: Microsoft Office; Applications: MS Word, Excel, Access, PowerPoint and Outlook. FILE (2
years), ACCESS (2 years), DATABASE (2 years), EXCEL (3 years), MICROSOFT OFFICE (10+ years), MS WORD (10+
years), OUTLOOK (3 years), POWERPOINT (Less than 1 year), WORD (10+ years), Front Desk (2 years), Mail Clerk (3
years), Call Center Customer Service (2 years), Typing (10+ years), Data Entry (10+ years). I create documents and
implement data into the database. I maintain a file system and regularly organize confidential information in the
daily database and log systems. I also check all incoming emails and transfer mail and calls to correct personnel.
• Guest Relations Experience
• Insurance Sales
• Multi-line Phone Systems
• Case Management
• Guest Services
• Quality Assurance
• Laboratory Experience
• Microsoft Windows
• Caregiving
• Direct Sales
• Communication skills
• Customer service
• Sales
• Typing
• Negotiation
• Front desk
• Research
• Driving
• Guest relations
• Specimen collection / processing
• Image processing
• Databases
Certifications and Licenses
Driver's License
Life Insurance License
February 2024 to February 2026
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