Customer Service Insurance Agent

CM Christopher Meldon

Lake Forest, CALIFORNIA ***30 949-***-****

adyul8@r.postjobfree.com

PROFESSIONAL

SUMMARY

Fifty years of success dealing with the public in a friendly and professional manner. Customer service and attention to detail are key strengths. After identifying goals and business plans, it is time to concentrate on making lasting relationships with clients because earning customer loyalty is the key to building successful businesses.

SKILLS Sales and Customer Service skills

based on ability to talk to people,

assess their needs and desires

and provide them with their

options with value added selling

Sales and tCustomer Service

skills based on ability to talk to

people, assess their needs and

desires and provide them with

their options with value added

selling

Management experience

Details, details, details

Mentoring and training

Goal oriented

WORK HISTORY UBER PARTNER 03/2017 to 03/2023

Uber Lake Forest, CA

Achieved high customer ratings on post-trip surveys for timeliness, vehicle cleanliness and customer service.

Optimized profitable time by anticipating surge areas, targeting highly trafficked sectors and daisy-chaining rides.

Picked up riders at designated locations and greeted upon vehicle entry. Used GPS to determine fastest route to destinations in order to save riders money and maximize availability.

Gove over 1000 rides

LICENSED INSURANCE AGENT 08/2012 to 07/2017

Bankers Life And Casualty Laguna Hills, CA

Interviewed customer to assess needs and make appropriate recommendations based on their preferences.

Calculated quotes and educated potential clients on insurance options. Obtained underwriting approval by completing application for coverage. Helped seniors with their Medicare health insurance and life insurance by involving their families and explaining crucial issues FINANCIAL ADVISOR 09/2011 to 06/2012

Waddell & Reed Costa Mesa, CA

Assess financial goals and risk tolerance.

Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs

Evaluating their current holdings and strategies and offering alternatives to better serve their needs.

Increased average portfolio value by thirty percent EDUCATION Bachelor of Arts Politcal Science 06/1971 Indiana University Bloomington, Bloomington, IN

Pre Law

Urban Studies

Honoree of Hoosier Scholar

EXPERIENCE IN

DISPLAY AND

ADVERTISING ART

BOTH IN PRINT AND

RETAIL

Art editor for publication, display and window decoration retail

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