Service Representative Assistant Warehouse
Resume:
Keith E. Jones Sr
Katy, Texas 77449
*************@*****.***
EXPERIENCE:
Team Leadership
Strong Closer
Accurate Policy Changes
Cash Transactions
Cross Trained in Sales and Customer Service
Strong client relationships and retention
Microsoft proficient
Excel proficient
Knowledge in State Taxes and filing fees.
Attention to details concerning invoices and properly executing taxes and fees and properly adjusting coverages and limits of insurance.
Resolving Customer complaints and concerns
Listening to the customer needs and addressing the needs.
Invoice management
Policy management
Quota goals for premium, policy, renewals for customer retention consistently met.
Consistently achieved deadline dates
Call Center Experience
Office Skills
Microsoft Word and Works, light typing, 10 key by touch, data entry, multiple phone lines, general ledger, account receivable, payroll, mail distribution, filing, faxing, and copying.
Sales Professional 30+ years of sales and customer service.
Licensed in P&C and Life Health 11+ years.
Hippa certified, assistant warehouse management, strong communication skills concerning customer complaints and or customer needs.
Eager for continuous growth with the goal of securing a position where I can utilize my current experience to the full as I continue to strengthen and mold qualities to be a great leader and asset.
LICENSES & EDUCATION
Property & Casualty
Life, Accident, Health, and HMO
Booker T Washington High School
Work Experience
Brown & Riding Insurance Services Houston, TX 5/2020-3/2023
Title: Account Executive
Processing mail, business correspondence for account issues, cancellations, and reinstatements.
React immediately to all notifications (emails, phones calls)
Handled complaints, provided appropriate solutions and alternatives within the time limits and followed up to ensure resolution.
Worked with customer service manager to ensure proper customer service was being provided.
Managed Policies for policy premiums, adjustments, and endorsement invoices.
Compliance review of State Tax laws and billings to clients.
Compiled reports on overall customer satisfaction.
Contributed to team efforts by accomplishing related results as needed.
Composed routine correspondence and reports.
Created and maintained reports about customer interactions.
Developed rapport with customers.
Resolved service problems by clarifying the customer’s complaint; determining the cause of the problem; and explaining the best solutions to solve the problem; expediting corrections and or adjustments; and following up to ensure resolution.
Performed in a fast-paced environment while encouraging strong team building qualities.
Provided training and development plans on account maintenance.
Prepared endorsement contracts and documentation.
Audited account files for binders, State Stamps, State Wording.
Verified policies for accuracy of business name, address, policy numbers, units, and policy limits.
Met daily quota of 20 endorsements.
Met strategic team goal of processing endorsements within 48 hours rather than 30 to 45 days as per state guidelines.
Breckinridge Insurance Services Cypress, TX 1/2019-5/2020
Title: Account Executive
Calculated and updated premiums reflecting changes that were made to policies via endorsements and informed agents of those changes.
Processing mail, business correspondence for account issues, cancellations, and reinstatements.
React immediately to all notifications (emails, phones calls)
Reviewed and processed acknowledgements for premium finance accounts.
Performed in fast-paced environment while establishing teamwork and excellent work ethics.
Effective communication and organizational skills.
Superior training in development and maintenance of accounts.
Prepared endorsement contracts.
State Farm Cypress, TX 2/2012-1/2019
Title: Insurance Agent/Customer Relations
Received incoming calls from customers for Home and Auto and or Life Insurance quotes.
Assist customer with finding cost effective ways in saving time and money by cross selling all the other lines.
Educate current and new customers on the Laws of Insurance the difference in price to increasing their coverage’s to properly protect their family and assets with the right coverage in effect educating them in properly protecting their assets with a policy review.
Performed in fast-paced environment while establishing teamwork and excellent work ethics.
Created and maintained reports about customer interactions.
Developed rapport with customers.
Resolved service problems by clarifying the customer’s complaint; determining the cause of the problem; and explaining the best solutions to solve the problem; expediting corrections and or adjustments; and following up to ensure resolution.
Effective communication and organizational skills.
Implemented negotiating tactics with special training in development and maintenance of accounts.
Handled cash transactions.
Prepared sales contracts and processed cash transactions.
Informed new customers of recent products and services.
Escalation manager for service complaints.
Special skills involving marketing and talking to potential customers in their settings.
Maintain high standards of excellence.
AAA Texas Houston, TX 8/2011-2/2012
Licensed Insurance Sales Agent-Customer Service Representative
Received incoming calls from customers for Home and Auto or Umbrella Insurance quotes also handled calls with the upmost professionalism.
Assist customers with adding discounts to adding or removing drivers.
Assist customer with finding cost effective ways in saving time and money by cross selling all the other lines.
Educate current and new customers on the facts of Insurance the difference in price to up their coverage’s to properly protect their family and assets with the right coverage in effect giving them a policy review.
Performed in fast-paced environment while establishing teamwork and excellent work ethics.
Effective communication and organizational skills.
Superior negotiating tactics with special training in development and maintenance of accounts.
Prepared sales contracts and processed cash transactions.
Informed new customers of recent products and services.
Listened and resolved service complaints.
Special skills involving marketing and talking to potential customers in their settings.
HealthHelp Katy, TX 3/2009-08/2011
RadConsult- Customer Service Representative
Received incoming calls from doctor’s office or imaging facilities with professionalism.
Assist facilities with inputting medical procedures for imaging exams.
Assist customer with finding cost effective facilities for patients.
Educate customers on inputting medical procedures by using website or faxing patient information.
Louis Shanks Furniture Houston, TX 6/2006-03/2009
Driver/Commission Sales
10+ years of management sales and customer service experience.
Performed in fast-paced environment while establishing teamwork and excellent work ethics.
Effective communication and organizational skills.
Superior negotiating tactics with special training in development and maintenance of accounts.
Prepared order forms and sales contracts.
Informed new customers of recent products and services.
Collected C.O.D. payments and obtained receipts.
Review financial transactions and monitor budget to ensure efficient operation, and ensured expenditures stayed within budget limitation,
Assisted subordinates and supervisors in identifying and resolving problems.
Resolution manager for service complaints.
Managed inventory and quality control
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