Cedar Park, TX *****
PROFESSIONAL SUMMARY
Results-driven business professional, empowering sales teams to deliver an exceptional customer experience. Natural leader with a passion for inspiring, motivating, and engaging team members to present a consistently positive image as Brand Ambassadors. Take ownership of customer escalations and problem-resolution. Mentor, educate, and coach teams to meet goals every day. Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires, ad providing customized solutions to build loyalty. WORK HISTORY
Optum
Customer Service Representative – License 04/2022 - Current Optum
Customer Service Representative SR- Licensed 11/2021 - 03/2022 SKILLS
EDUCATION
Round Rock High
Round Rock, TX
06/1993
High School Diploma
Life, Accident, Health and HMO
● Managed high-volume of inbound customer calls
● Updated customer accounts, addresses and management databases Implemented additional services to maintain exceptional client service ratings
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● Handled modification and updating of policies
Navigated computer system to look up customer information and update policies
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Answered insurance-related questions and discussed product offerings with prospective customers to meet unique needs
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Collected payments, processed receipts and informed policyholders of outstanding balances
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Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions
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Calculated premiums and established payment methods, receiving customer payments and issuing receipts
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Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs
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Explained coverage options to potential policyholders, answering questions or concerns
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Used proven techniques to de-escalate angry customers during telephone interactions
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● Assisted customers with making payments or establishing payment
● Sales Expertise
● Order Fulfillment
● Staff Training
Business Development
Understanding
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Credit Card Payment
Processing
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● Refund Processing
● Customer Service
● Quality Assurance Controls
● Service Standard Compliance
● Problem-Solving Ability
● Customer Consulting
Multi-Line Telephone
Operation
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● Call Center Operations
● Quality Control
Policy and Procedure
Adherence
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● Computer Proficiency
● Conflict Resolution
Shelby J Fortier
People Share
Licensed Insurance Agent 07/2020 - 10/2021
USHEALTH ADVISORS
Licensed Health Agent 02/2020 - 07/2020
Walgreens
Assistant Manager Trainee 08/2018 - 02/2020
plans
Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions
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● Provide excellent customer service through active listening
● Work with confidential customer information and treat it sensitively Analyzed customer needs and provided best options, upselling products and services
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Explained coverage options to potential policyholders, answering questions or concerns
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Calculated premiums and established payment methods, receiving customer payments and issuing receipts
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Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
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● Offered policy guidance and management to promote asset protection
● Upsold products to policyholders and potential new clients Pursued continued professional development through insurance workshops, courses and workshops
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Approached potential clients by using direct marketing techniques, including mailing and phone contacts
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● Exceeded company sales goals for new policies.
Collaborated with store manager to direct and delegate work assignments and ensure execution of plans and strategies across the store
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Maintained focus on promoting and driving sales, including the execution of next season planning
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Coached, trained, recognized, and managed all aspects of performance for store associates and developed a of talented workers
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Communicated regularly with management team concerning all aspects of sales, customer feedback, and associate performance
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Supervised personnel, provided work direction and reviewed work processes
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