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Customer Service Account Executive

Location:
Deer Park, NY
Posted:
February 26, 2024

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Resume:

CONTACT

Address : MELVILLE, NY *****

Phone : 631-***-****

Email : ad3xny@r.postjobfree.com

SKILLS

Proficient in using Microsoft Word,

Excel, Outlook, and Internet

• Some knowledge of Access

• Customer Relationship Management

• Data Analysis

• Service Coordination

• Client Relationship Building

• Sales Quota Achievement

• Customer Relations

• Goals and performance

• Account Servicing

• Customer Relationships

• Multitasking

• Written and verbal communication

• Attention to Detail

• Flexible and Adaptable

• Excellent Communication

LANGUAGES

English

Native or Bilingual

Hindi

Native or Bilingual

PROFESSIONAL SUMMARY

Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.

WORK HISTORY

Account Executive, 07/2018 to Current

KAH Insurance Brokerage, Inc. - Smithtown, NY

Assisted with day-to-day operations, working efficiently and productively with all team members.

Demonstrated strong organizational and time management skills while managing multiple projects.

Gained understanding of goals, objectives and processes to meet client business needs.

• Resolved issues promptly to drive satisfaction and enhance customer service. Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor..

• Recorded accurate and efficient records in customer database. Gathered information from clients to secure accounts, verify payment and identify special requirements.

Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.

Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.

• Met and exceeded service level goals to achieve standards and expectations Applied needs-based analysis to assess current satisfaction and importance of various product features to customers.

• Kept detailed records of daily activities through online customer database.

• Maintained current knowledge of evolving changes in marketplace. Selected correct products based on customer needs, product specifications and applicable regulations.

Stayed up-to-date on emerging industry and product standards and trends to revitalize accounts.

Attended networking events to build relationships and identify sales opportunities.

Proved successful working within tight deadlines and a fast-paced environment.

• Gained strong leadership skills by managing projects from start to finish. Demonstrated a high level of initiative and creativity while tackling difficult tasks.

• Gained extensive knowledge in data entry, analysis and reporting.. DANEET CHOPRA

President, 03/2016 to 07/2018

Vintage Wine & Liquors Inc. - Plainview, NY

COMMERCIAL LINES Customer Service Representative, 06/2013 to 03/2014

GLOBAL LIBERTY - Plainview, NY

Claim Representative (Liability Adjuster), 07/2006 to 12/2011 ESURANCE - Hauppauge, NY

• Supervising daily operations while enforcing proper procedures

• Coordinate buying and merchandising decisions

• Proactively maintain current knowledge of all products and market trends

• Manage receiving, processing and maintaining all inventory

• Develop and implement marketing strategies.

• Trained and motivated employees to perform daily business functions.

• Generated revenues yearly and effectively capitalized on industry growth. Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.

Increased customer satisfaction by implementing efficient business processes and providing exceptional service.

Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.

Adhered to regulatory and policy changes and made necessary adjustments to maintain overall success.

Successfully navigated challenging economic conditions by making informed decisions that protected business's financial stability.

Updated and resolved incidents and managed charges objectively while maximizing profit.

• Managed day-to-day business operations.

Interacted well with customers to build connections and nurture relationships.

Discovered areas of improvement by generating quarterly operational and sales reports.

Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.

Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.

• Assisted in recruiting, hiring and training of team members.

• Initial contact as the company's liaison with brokers and customers Prepare quotation for new commercial line business and renewal policies in a timely manner

• Ensure that appropriate changes were made to resolve customers' problems Contact customers to respond to inquiries or to notify them of any company's decisions of questionable lines

Checking prior policies and different quotes to see everything matches before issuing policies

• Follow up for missing documents and finance agreements

• Prepare rate sheets for underwrites

• Mentor new employees.

• Handled multiple claims on a daily basis; handled different levels of claims Investigated and handled to conclusion minor to moderate first and third party claims

• Obtained information from all parties of the claim to determine liability Claims Representative, 07/2006 to 09/2007

ESURANCE - Melville, NY

Senior Employment Specialist, 10/2003 to 07/2005

GEICO - Woodbury, NY

Professional Sales Agent, 10/2001 to 10/2003

GEICO - Woodbury, NY

• Set up vehicle inspections, and car rentals for customers

• Handled diaries in a timely manner; which was one of the goals

• Was always on top of my goals

• Ex, closing files.

Directed claims negotiations within allowable limit of $1500 and supported successful litigations for advanced issues.

• Successfully completed the claim representative training program Was the only trainee who was promoted to the next level within the first six months

• Handled multiple claims on a daily basis; handled different levels of claims

• Set up vehicle inspections, and car rentals for customers

• Handled diaries in a timely manner; which was one of the goals

• Was always on top of my goals

• Ex, customer contact time, closing files

Was recognized for professional and courteous customer service several times

• Mentored new claim representative trainees

• Took several classes while at Esurance.

Interview candidates that apply for a position with GEICO; conduct the screen and the line interviews

Master Certified to interview for the Customer Service, the Sales and the Claims departments

Coordinate the online applications and the resumes; after reviewing the applications and the resumes I call or email the candidates to come in and start our hiring process

Handle the status box; candidates leave messages on this line to find out the status of their interview

• Mentored new recruiters

Recruited at Job Fairs: talking to people about all the different positions that GEICO hires for, taking their resumes, and sometimes giving them an appointment to come in

• Traveled to Buffalo and New Jersey to help start up their new office Took several courses to better my aptitude: Interviewing Skills, where I learned the legal do's and don'ts while interviewing

• Diversity, this class taught how to work together in a diverse environment.

• Took incoming calls from potential customers and worked up a rate for them Recognized for excellent quality results and low error ratio of 2.42%, which was significantly below the sales department average

• Rated a “4” on reviews based on excellent sales results

• Finished my time in the sales department with 114% of my sales goal Spent many days in the New Business department helping out in the Internet area while improving my underwriting skills

• Was promoted twice in the two years that I was in the sales department

• Completed GEICO offered course “Understanding GEICO's Growth”. EDUCATION

Business Management course work, 01/2003

Hofstra University

CERTIFICATIONS

New York State Property and Casualty Insurance Broker ACCOMPLISHMENTS

• Member of the chairman's club in 2002 and 2003

• Achieved honorable mention for the Buffalo Project in July, 2004



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