Customer Service Life Insurance

CINDY KUEHL

Dallas Center ***** 515-***-**** ************@*****.*** WWW: Bold Profile

Apr 1980 Nov 2018 West Des Moines, IA CYNTHIA KUEHL PROFESSIONAL SUMMARY Service- oriented with 30+ year background in Insurance Industry. Core competencies include Life Insurance, Suitability and Customer Service as well as excellent communication and time management skills. Handles tasks with accuracy and efficiency. Experience with Career Agents, Insured's and work closely with home office departments for questions and to resolve issues. Administrative Support

Customer Service

Call Center Operations

Managing Multiple Tasks

Suitability Review

Assistant Supervisor

Critical Thinking

Training Junior Team Members

Customer Inquiries

Annuity and Life Insurance

New Business Customer Service Agent, 10/2023 - Current Equitrust

Timely and regular attendance

Positive employee morale

Meet expected productivity standards and business requirements Good written and verbal proficiency

Proper telephone etiquette

Offer a superior level of customer service

Display professional, courteous and helpful customer service Take ownership of the request

Rural Mail Carrier, 08/2023 - Current

Grimes Post Office

Followed safety protocols and regulations while driving, upholding professional service reputation Maintained records on customers with mail forwarding and change of address requests Organized mail ahead of delivery runs for correct routing Delivered mail and packages to customers on prescribed route while processing check submissions, PROFESSIONAL SUMMARY

SKILLS

WORK HISTORY

money orders, and stamp purchases in field

Distributed items on time and to correct locations for punctual, professional mail services Sorted mail according to order of address appearance for easy access in field. Customer Service Representative, 08/2019 - 09/2023 Marsh, Mercer And McClellanan

Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns

Provided primary customer support to internal and external customers in fast-paced environment Responded to customer requests for products, services and company information Evaluated account and service histories to identify trends, using data to mitigate future issues Answered customer telephone calls promptly to avoid on-hold wait times Offered advice and assistance to customers, paying attention to special needs or wants Achieved and consistently exceeded revenue quota through product and service promotion during routine calls

Entered customer interaction details in Workbench to track requests, document problems and record solutions offered

Used company troubleshooting resolution tree to evaluate technical problems while leveraging personal expertise to find appropriate solutions.

New Business, Quality and Suitability Specialist, 04/1980 - 11/2018 Farm Bureau Life Insurance

Exceptional attention to detail and organizational skills Issue Life Insurance - Annuities from start to finish, including all state forms that are needed, corresponding with agents via email or phone for requirements that are needed before or after policy is issued

Review work done by others to check for correct spelling and grammar, ensure that company format policies are followed, and recommend revisions

Review suitability on Variable products, life and annuity Highest producer - work long hours during high volume times including holidays and end of month for company deadlines

Test new systems to make sure they are compatible with our products Service products such as increases, decreased, rating and conversions Communicate with various departments for policy questions and resolve issues Ability to work independently or as a team

Emphasis on quality and customer service

Create, maintain and enter information into databases Supervisory skills for 15 years

Experience in health insurance, disability insurance and group insurance Monthly reports to directors and upper management

Collect premiums and apply to account, contact agent/client regarding more requirements AIAA designation - Associate, Insurance Agency Administration FFSI designation - Fellow, Financial Service Institute FMLI designation - Fellow Life Management Institute WCLS designation - Workers Compensation Claim Law Specialist ACS designation - Associate, Customer Service PCS designation

- Professional Service Program

Dallas Center-Grimes Community High School, V AvenueDallas Center - Grimes, IA SCLA designation - Senior Claim Law Associate AEI designation - Law of Contracts High School Diploma

Additional Information, LICENSES AND DESIGNATIONS, Series 6 and Series 26 EDUCATION

ADDITIONAL INFORMATION

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