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Insurance Agent Customer Service

Location:
Austin, TX
Posted:
August 29, 2023

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Resume:

RAKASHA WEEDEN

*** ******** *** ******** **** TX 76522 · 254-***-****

adza2o@r.postjobfree.com

Highly motivated, tech-savvy professional with 5+ years of customer service-based employment. Extensive experience providing customer solutions in fast paced environments.

Licensed Health and Life Insurance Agent (LIC # 2226197)

Competent with filing, data entry, and other general office duties

Proficient with Transcription programs, Microsoft Office and Office 365 products

Clerical and customer service-based employment history

NNA Certified Loan Signing Agent, Texas State Commissioned Notary Public (ID:13258867-1), Ordained Wedding Officiant

EXPERIENCE

January 2022 to Present

Project Coordinator – Interconnection

Sunpower Corporation - Austin, TX

Interacted with customers at a professional level, provided consistent updates to customers through entire purchase/installation/monitoring process

Organized and maintained project documents (both locally and in project management software).

Assisted in filling out and submitting NEM (Net Energy Metering) Utility Applications.

Submitted 80/20 billing to SunPower and collected cash payments from customers in a timely manner.

Worked with homeowners to receive HOA approval/city and builder permits when required.

Requested meter spots from utility companies for main panel upgrades when required.

Maintained high-end customer satisfaction within homeowner interaction and communication

Captured all customer-related data into SalesForce (CRM) and recorded all action taken on account

Exhibited superb organization skills to stay on top of a high-volume pipeline of 80-100+ homeowners

Interacted with homeowners through inbound/outbound calls, web chat and email to collect signed utility solar applications and set timeline expectations for system activation

Exceeded service level agreements while working in a fast-paced environment

Developed as a subject matter expert on the solar and new home building industry and on SunPower products

AUGUST 2022- DECEMBER 2022

Licensed Health Insurance Agent/Remote

Bloom Insurance Agency

Worked under a seasonal contract for United Healthcare selling medicare products for the annual enrollment period

Explained plan benefits and features to Medicare Recipients and processed applications for enrollment into Medicare Advantage and SilverScript Prescription Drug Plans.

Exceeded sales quotas and SOP expectations.

Recipient of daily, weekly, and monthly sales competitions and OT competitions

AUGUST 2021-DECEMBER 2021

Licensed Health Insurance Agent/Remote

Medix Staffing Solutions for Aetna Medicare

Worked under a seasonal contract for CVS Health/Aetna selling Medicare products for the

Annual Enrollment Period.

Explained plan benefits and features to Medicare Recipients and processed applications for enrollment into Medicare Advantage and SilverScript Prescription Drug Plans.

Exceeded sales quotas and SOP expectations.

DECEMBER 2018-PRESENT

SELF-EMPLOYED LOAN SIGNING AGENT, NOTARY PUBLIC, AND WEDDING OFFICIANT

DBA CENTEX NOTARY PRO COPPERAS COVE, TX 76522

As a loan signing agent, I work as a contractor with mortgage/automobile lending companies and title companies to certify and notarize financial and legal documents for refinance, seller/purchase, and reverse mortgage loan closings on the home lender’s end. As a notary public I notarize and witness the signings of wills, power of attorney, trusts, deeds, and legal and financial contracts.

In my role as a wedding officiant, I submit marriage licenses to the county clerk’s office, assist with the writing of vowels, and perform wedding and vowel renewal ceremonies.

MAY 2018-NOVEMBER 2018

EMAIL/CHAT SUPPORT AGENT, BCFORWARD/GOOGLE

7700 W PARMER LANE BLDG B AUSTIN TX 78729

In this position I communicated with customers through voice, chat, and email channels. I took ownership of customer inquiries by providing end-to-end resolution of customer issues and questions to ensure customer satisfaction.

I addressed customer inquiries promptly while maintaining a level of quality in adherence with company policies. I followed proper issue diagnosing, escalation, and security procedures to ensure that customers’ concerns were handled and resolved within the same interaction.

I provided a white-glove support experience by empathizing with customers, taking personal ownership of topics being reported, and resolving difficult scenarios.

I independently identified, provided troubleshooting steps, documented, categorized, and resolved customer disputes; as well as effectively communicated bug fixes and new product enhancements to customers as I was updated of changes. I maintained a 98.7 overall QA and compliance scorecard.

JANUARY 2016 – JANUARY 2018

MENTOR, Teleperformance/USAA 2805 N Parham rd Richmond va 23294

In this position I worked as a mentor under contract with USAA, working directly under supervisor role and often standing in as a floor supervisor when additional coverage was needed.

I assisted the nesting trainer with preparing new hires for the production floor by answering questions while floor walking.

Reviewed new hire calls for compliance and to determine readiness for production floor.

Successfully completed leadership training to be able to take escalated phone calls.

Completed licensing classes and passed the state exam to become a licensed health and life insurance agent.

I received 3 merit pay increases over my time here for exemplary attendance.



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