Customer Service Insurance Agent

KIM O’CONNELL

***** *. ****** ***** **, Surprise, AZ 85388 · 602-***-****

adv6rx@r.postjobfree.com

Accomplished business owner transitioning to the insurance industry with 22 years of experience understanding the needs of clients. EXPERIENCE

2000 – 2022

OWNER, CLEAN THERAPY CLEANING COMPANY

● Responsible for a variety of specialized customer service tasks such as receiving incoming phone calls, scheduling client appointments and scheduling teams to complete the work.

● Quality control to guarantee accuracy which ensures customer satisfaction and retention.

● Developed incentives to promote long term retention of clients and employees.

● Developed a standard process to establish efficiency in the workplace.

● Manage relationships and interface daily with clients, contractors and employees on a variety of business-related topics.

SKILLS

● Communication

● Relationship Building

● Anticipating Needs of Clients

● Schedule Management

● Critical Thinker

● Active Listener

● Self-Motivated

● Quality Control

ACCOMPLISHMENTS

● Life and Health insurance license

● Successfully expanded a business from one employee to 15 over the 22 years of owning the business.

● Transformed the business model from cleaning homes to providing a full concierge service, including inspection of vacant homes for security purposes, seasonal decorating, and staging homes.

● Negotiated an endorsement from industry leader Linda Cobb (The Queen of Clean).

● Orchestrated the sale of Clean Therapy Cleaning Company.

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