Customer Service Representative

Lamechia Osborn

Houston Texas -*****

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

832-***-**** Mobile

Professional Summary: Goal-oriented team-member with experience in the industry seeking to leverage this experience into a position that provides an opportunity to assist a business with achieving its goals.

Skills:

Office suite software — Microsoft Office

Operating system software — Microsoft Windows

Presentation software — Microsoft PowerPoint

Spreadsheet software — Microsoft Excel

Video conferencing software - Zoom, Teams

Microsoft Outlook

Sales Force Management

40 WPM

Corner Stone Staffing 02/2020 – 5/2021

Customer Service Representative- Contract- Remote

Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.

Check to ensure that appropriate changes were made to resolve customers' problems.

Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.

Resolve customers' service or billing complaints by performing activities such as, refunding money, or adjusting bills.

Complete contract forms, prepare change of address records, or issue service, using computers.

Refer unresolved customer grievances to designated departments for further investigation.

Determine charges for services requested and arrange for billing.

Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.

Obtain and examine all relevant information to assess validity of complaints

Review insurance policy terms to determine whether a particular loss is covered by insurance.

Deliver timely, accurate customer service ensuring the highest level of satisfaction

Handle inbound telephone calls from borrowers, contractors and/or insurance adjusters regarding property damage claims to resolve customer inquiries

Build customer service knowledge by provide comprehensive, well-informed responses to inquiries

Update records and note system as required

Able to meet and maintain availability standards, schedule adherence and attendance guidelines

Ability to work in fast paced environment

Flexibility in work hours and in changing environments

Midwest Marketing 06/2016 01/2020

Insurance Agent

Customize insurance programs to suit individual customers, often covering a variety of risks.

Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice.

Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.

Perform administrative tasks, such as maintaining records and handling policy renewals.

Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.

Confer with clients to obtain and provide information when claims are made on a policy.

Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.

Contact underwriter and submit forms to obtain binder coverage.

Select company that offers type of coverage requested by client to underwrite policy.

Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

Develop marketing strategies to compete with other individuals or companies who sell insurance.

Calculate premiums and establish payment method.

Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.

Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.

Plan and oversee incorporation of insurance program into bookkeeping system of company.

Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.

Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones

Create a productive relationship by creating a pool of prospective clients from various sources by networking, cold calling, using referrals

Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria

Work with clients to deliver risk management strategies that fit their risk profiles

Report the progress of monthly/quarterly initiatives to stakeholders

Maintain bookkeeping systems, database, and records

Monitor insurance claims to ensure mutual satisfaction

Achieve customer acquisition and revenue growth objectives

Constantly update job knowledge and learn about new products and services

Fulfill all policy requirements

Education:

Klein Oaks High School Graduated 2008

Certification/ Licensure:

Texas Notary expires 2025

Loan Signing Agent expires 2024

Contact this candidate