Insurance Agent Customer Support

Roxanne Houston

*************@*****.*** NM *****

PROFESSIONAL SUMMARY

Personable and dedicated customer service representative with extensive

experience in the insurance industry and business to business relations. Solid team player with upbeat, positive attitude and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.

SKILLS

Account management, Health insurance, Life insurance, Auto Insurance, Commercial Insurance, Data entry Quotes and sales. Management experience, Personable, Organized, Friendly, Proactive, Resourceful, Detail oriented, AMS, Excel, Word, EZLynx.

Licensed Health Insurance Agent NM, TX

Licensed P & C Insurance Agent NM

Notary Public NM

EDUCATION

Associate of Applied Science in Business Administration and Tech / 2010 / Honors

WORK HISTORY

Commercial Insurance Agent Union County Insurance Agency LLC / Clovis, NM

11/2019 - Current

Building relationships with clients through active listening and numerous talents to provide excellent service. Responded to customer requests for products, services and company information Consulted with outside parties to resolve discrepancies and create effective solutions Offered advice and assistance to customers, paying attention to special needs or wants Issued receipts and processed refunds, credits Greeted customers and helped with product questions, selections, and purchases including in-store and e-service transactions Educated customers on promotions to enhance sales Provided primary customer support to internal and external customers in fast-paced environment Demonstrated items to customers and created customer awareness, interest and sales

Commercial Insurance Agent Western States Insurance Group Inc. / Clovis, NM

07/2018 - 11/2019

Built relationships with clients through active listening and numerous talents to provide excellent service Responded to customer requests for products, services and company information Consulted with outside parties to resolve discrepancies and create effective solutions Offered advice and assistance to customers, paying attention to special needs or wants Issued receipts and processed refunds, credits Greeted customers and helped with product questions, selections, and purchases including in-store and e-service transactions Educated customers on promotions to enhance sales Provided primary customer support to internal and external customers in fast-paced environment Demonstrated items to customers and created customer awareness, interest and sales

Licensed Health Insurance Agent KWS Independent Insurance Services Inc. - Clovis, NM

11/2016 - 07/2018

Built relationships with clients through active listening and people skills to provide excellent service Helped to organize schedule client's and plan appointments Kept physical files and digitized records organized for easy updating and retrieval by authorized team members in AMS Oversaw automated tracking and documentation of data, client correspondence and office operations Answered and managed incoming and outgoing calls while recording accurate messages Certified to enroll people with NMHealthCare.gov Marketplace New enrollments and re-enrollments for health insurance Assisted in explaining all health insurance plans offered on and off the marketplace

Director of Insurance Homespot Properties LLC - Portales, NM

03/2015 - 11/2016

Collaborated with internal teams and suppliers to evaluate costs against expected market price points and set structures to achieve profit targets Connected with prospects through multi-pronged approaches, including trade shows, cold calling and local-area networking Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals Assisted customers by answering questions and fulfilling requests Developed growth strategies for network of Cold Calls and Prospecting Answered incoming calls and directed to the correct department Processed applications

Sales Manager McDaniel's Furnishings - Clovis, NM

06/2010 - 03/2015

Demonstrated knowledge of company's mission, purpose, goals, and ability to help employees successfully achieve them Rotated merchandise and displays to feature new products and promotions Oversaw receiving and display of incoming products, meeting planned promotions and seasonal rotation for sales events Managed vendor selection and relations to guarantee best pricing and on-time deliveries Engaged and interacted with customers to create positive shopping experiences and drive revenue growth Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation Claim handling I was responsible for selecting all merchandise and decorating the store

Assistant Accountant ABS Accounting & Tax Services - Clovis, NM

11/2011 - 07/2012

Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions Maintained high-quality control standards by reviewing internal tax preparation documents for missed tax benefits Maintained complete records of client tax returns and supporting documentation in secured areas Prepared tax returns for clients

Office Manager Custom Wood Products Inc. - Clovis, NM

07/2005 - 06/2010

Tracked and recorded team expenses and reconciled accounts to maintain accurate, current and compliant financial records Completed bi-weekly payroll for employees Handled all incoming business and client requests for information Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving Liaised with patients and addressed inquiries, appointment requests and billing questions Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping Improved office operations by automating client correspondence, record tracking and data communications Compared vendor prices to ensure optimal savings Performed billing, collection and reporting functions for office Oversaw appointment scheduling and itinerary coordination for both clients and personnel Prepared vendor invoices and processed incoming payments Kept physical files and digitized records organized for easy updating and retrieval by authorized team members

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