Customer Relations Specialist

RICHARD O. BULSTER

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

San Diego, CA 619-***-****

SUMMARY

Professionalism, effective communication and commitment to ethical conduct are the foundation of my successful work history. As an independent and team-minded individual, my ability to build customer rapport results in lasting business relationships. With 27 years of dynamic sales experience, I work to positively achieve organizational goals. WORK EXPERIENCE

Wawanesa Insurance, San Diego, CA

2017-2019

Customer Relations Specialist

● Managed escalated client concerns and resolved with efficiency and good service

● Generated and processed reports to evaluate risk management and verify customer eligibility

● Sold multi-product policies to support the sales department including identifying upsell and growth opportunities for existing customers as well as provided customer-retention efforts for those considering cancellation

● Contacted existing customers to discuss all underwriting updates and credit matters

● Served as customer relations liaison for service and billing inquiries Underwriting Associate for Pilot Program

● Lead coverage counseling project to educate customers about the value of greater protection

● Performed client discovery to verify missing structures on property for underwriting accuracy

● Identified policy-holder risks and resolved them efficiently and properly

● Verified eligibility of applicants in the household

● Participated in auto policy verification program for accuracy in reporting

● Performed outbound calls to gain driver policy consent and ensure customer compliance

● Supported multiple coordinating departments to serve all stages of client approval cycle

● Served as member of select emergency communication team during California fire season of 2018 to advise customers of safety measures The Hartford, San Diego, CA

Consumer Operations Department Sales Consultant

2011-2017

● Obtained proper licensure and underwriting privileges in 44 states following the successful completion of 52 hour training course for broker property and casualty license

● Implemented and managed pilot program for market testing in Michigan and Florida

● Earned monthly departmental accolades as leader in sales and underwriting for reaching home and umbrella policy quotas

● Provided daily and weekly constructive feedback to work colleagues following analysis of corporate changes and cross-departmental collaboration during scheduled conferences Nations Valuation Services, San Diego, CA

Appraisal Coordinator

2008-2011

● Served as the main communication liaison between the lender and appraiser, ensuring that each report is completed in a quality-driven, efficient and timely manner

● Collaborated with corporations such as Chase Prime and JP Morgan for assessments

● Communicated with and managed more than 150 appraisers to complete real estate valuation for lenders

● Lead, directed and managed a team of appraisal coordinators AT&T

Retail Manager & Service Associate, San Diego, CA

1997-2008

● Managed daily store operations and provide sales feedback to corporate management

● Developed customer portfolio through personal and corporate contract renewals

● Opened new customer accounts and educated prospective clients about mobile products, services and promotions

● Performed office duties and product support tasks associated with wireless solutions EDUCATION

Cuyamaca College, El Cajon, CA

Valhalla High School, El Cajon, CA

AWARDS & RECOGNITION

The Hartford: Century Club

Received for issuing more than one hundred policies in a single month. Nations Valuation Services: Employee of the Week, 15 consecutive weeks Received for processing the highest number of lender reports. AT&T: Top Volume Sales in New Home Connections, received on several occasions AT&T: Top Volume in Sales Retention, received this quarterly honor AT&T: Top Volume Sales in New Customer Activation, received this quarterly honor CERTIFICATION

State of California Real Estate Salesperson License SKILLS

MS Office Suite, Google Suite, Strong Interpersonal Skills

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