Customer Service Insurance Agent
Resume:
ATARAH
ROBERTS
ON
**********@*****.***
Dallas, TX 75241
Bold Profile
Friendly Cashier offering more
than 4 years of retail
experience. Organized and
enthusiastic with expertise in
accurately processing
payments and maintaining
high levels of customer
satisfaction in all interactions.
Also an energetic restaurant
worker proficient in greeting
guests, maintaining entryways
and keeping server loads
balanced for maximum
efficiency. Effectively collect
reservations, plan events and
monitor daily dining staff
performance. Team-oriented
and efficiency-driven with
superior work ethic and
multitasking abilities.
Accountable Insurance
PROFESSIONAL
SUMMARY
Representative with excellent
client management and
insurance plan promotion.
Highly effective juggler of
multiple competing
responsibilities
simultaneously. Proven history
of exceptional time
management and customer
service. Excellent
communicator and dependable
team player with strong
understanding of insurance
industry. Adept at building
relationships with clients,
brokers and other stakeholders
while delivering outstanding
service. Highly organized and
detail-oriented with strong
ability to identify potential
risks and develop solutions.
Successful and seasoned Job
Title with expertise in
providing wide range of
high-quality insurance
solutions. Possesses deep
knowledge of insurance
industry with extensive
experience assessing customer
risk and providing tailored
solutions to meet needs. Adept
at building trust with clients,
providing guidance and
financial advice, and
delivering outstanding service.
Organized and dependable
candidate successful at
managing multiple priorities
with a positive attitude.
Willingness to take on added
responsibilities to meet team
goals. Hardworking and
passionate job seeker with
strong organizational skills
eager to secure entry-level Job
Title position. Ready to help
team achieve company goals.
To seek and maintain full-time
position that offers
professional challenges
utilizing interpersonal skills,
excellent time management
and problem-solving skills.
Detail-oriented team player
with strong organizational
skills. Ability to handle
multiple projects
simultaneously with a high
degree of accuracy.
SKILLS
• Cash drawer management
• Inventory management
• Payment collection
• Cash register operations
• Reservation coordination
• Dining room management
• Food running
• To-go order preparation
• Dining area cleanliness
• Communication skills
• Table setting
• Food and beverage pairings
• Employee training
• Safe food handling
• Customer Service
• Licensed Insurance Agent
• Quotes and sales
• Customer follow-up
• Auto insurance
• Policy Knowledge
• Policy writing
• Upselling
• Negotiation
• Marketing Management
• Work Ethic and Integrity
• Patience and Empathy
• Time management skills
• Cash Handling
• Cleaning and sanitizing
• Money Handling
• Reliability and punctuality
• Customer Relations
• Cash Register Operation
• Order Taking
• Basic Math Competence
• Payment Processing
Remco - Insurance Agent
Dallas, TX • 03/2024 - Current
WORK HISTORY
Built strong relationships
with clients through
consistent communication
and excellent customer
service.
•
Responded to customer
calls swiftly to resolve
•
issues and answer
questions.
Efficiently managed policy
renewals, ensuring timely
processing and accurate
coverage updates.
•
Maintained high standards
of customer service by
building relationships with
clients.
•
Educated clients on the
importance of adequate
insurance coverage,
fostering trust and loyalty
among the existing client
base.
•
Cross-sold insurance
products to existing clients
to reach sales targets.
•
Maintained accurate
records of all transactions,
ensuring compliance with
company policies and
regulatory requirements.
•
Prepared and reviewed
insurance applications to
verify compliance with
regulations.
•
Built relationships with
clients using active listening
and issue resolution to
provide excellent service.
•
Increased client satisfaction
by providing personalized
insurance solutions tailored
to individual needs.
•
Expanded client base by
actively prospecting for
new business opportunities
and generating referrals.
•
Provided prompt responses
to inquiries from both
prospective and existing
clients, demonstrating a
commitment to exceptional
service.
•
Worked closely with other
team members to optimize
sales strategies and achieve
regional goals.
•
Developed comprehensive
knowledge of various
insurance products,
enabling effective
recommendations for
clients'' unique situations.
•
Participated in ongoing
professional development
activities, staying current
with industry trends and
regulatory changes affecting
insurance products and
services.
•
Negotiated with insurance
underwriters to obtain
better coverage and
improved rates for clients.
•
Assisted clients in
navigating the often
complex claims process,
ensuring they received fair
and timely resolutions.
•
Approached potential
clients by using direct
marketing mailings and
phone contacts.
•
Consistently exceeded
monthly sales quotas by
effectively presenting
product offerings to
potential customers.
•
Collaborated with
underwriters to assess risk
and determine appropriate
coverage options for clients.
•
Facilitated smooth
transitions between carriers
when needed, minimizing
disruptions to client
coverage and maintaining
positive relationships with
all parties involved.
•
Negotiated favorable terms
on behalf of clients by
leveraging industry
knowledge during
interactions with carriers.
•
Educated clients on
insurance policies and
procedures.
•
Met with customers to
provide information about
available products and
policies.
•
Calculated premiums and
established payment
methods for sales.
•
• Finalized sales and collected
FedEx - Package Handler
Hutchins, TX • 02/2021 -
04/2024
necessary deposits.
Negotiated contracts and
terms of sale with potential
customers.
•
Worked with sales team to
collaboratively reach
targets, consistently
meeting or exceeding
personal quotas.
•
Followed safety regulations
to maintain safe work
environment.
•
Improved package handling
efficiency by implementing
proper sorting and
organizing techniques.
•
Maintained a safe work
environment by adhering to
company policies and
guidelines for proper lifting
techniques.
•
Reduced damage rates for
packages through careful
handling and adherence to
safety protocols.
•
Assembled, sealed, and
loaded packages into
correct trucks.
•
Proved successful working
within tight deadlines and a
fast-paced environment.
•
• Verified correct labels and
accurate shipping
information on packages to
avoid shipping to wrong
addresses.
Exceeded performance
expectations during peak
seasons, managing high
volumes of shipments
without compromising on
quality or timeliness.
•
Removed jams and
unblocked conveyor system
to maintain flow of goods.
•
Contributed to increased
productivity by working
effectively in high-pressure
situations.
•
Followed verbal and written
instructions to properly
move and ship products.
•
Collaborated with other
package handlers to
provide prompt and
accurate delivery of orders.
•
Streamlined workflow by
coordinating with team
members on efficient
loading and unloading
procedures.
•
Maximized space utilization
within trucks through
effective stacking and
arranging of packages,
minimizing shipment
delays.
•
• Aided in maintaining
Bowl And Barrel- Dallas -
Host
03/2019 - 12/2019
warehouse cleanliness,
ensuring an organized
workspace conducive to
efficient operations.
Supported customers by
managing 25-30 calls per
day efficiently while
maintaining
professionalism and upbeat
tone
•
Responded to customer
inquiries with patience and
positivity to establish
excellent first impression
•
Conducted dining room
and server checks to assess
readiness for expected
customer loads
•
Assisted managers with
quickly resolving service-
and food-related issues
•
Took reservations by phone
and walk-in, keeping
scheduling demands and
kitchen output in time to
avoid overbooking
•
Stayed in open
communication with
kitchen team to assess
cooking times, avoid
worker overload and
minimize customer
•
Cash Savers - Cashier
Dallas, TX • 07/2016 - 03/2019
dissatisfaction
Checked and restocked
server areas and organized
and got change for front
counter
•
Resolved guest and
employee complaints to
maintain complete
customer satisfaction and
workforce effectiveness.
•
Answered customer
questions about hours,
seating, and menu
information.
•
Took reservations and to-go
orders by phone, answered
customer questions, and
informed of accurate wait
times.
•
Enhanced customer
satisfaction by promptly
greeting and seating guests
upon arrival.
•
Helped customers complete
purchases, locate items and
join reward programs to
promote loyalty, satisfaction
and sales numbers
•
Processed POS transactions,
including checks, cash and
credit purchases or refunds
•
Restocked, arranged and
organized merchandise in
•
front lanes to drive product
sales
Checked prices for
customers and processed
items sold by scanning
barcodes
•
Counted cash in register
drawer at beginning and
end of shift
•
Operated cash register for
cash, check and credit card
transactions with 100%
accuracy
•
Reconciled cash drawer at
start and end of each shift,
accounting for errors and
resolving discrepancies
•
Checked bills with
counterfeit pens and
examined coins to spot and
refuse foreign currency
•
Educated customers on
promotions to enhance
sales.
•
Franklin D. Roosvelt
Dallas, Texas • 05/2019
High School Diploma
EDUCATION
Spanish
Native or Bilingual
LANGUAGES
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