Life Insurance Customer Service

Patricia A. Greene

Huntsville, AL 334-***-**** *********@*****.***

Professional Summary

Experienced professional with 14+ years of leadership, insurance, and data analytics expertise. Proven ability to drive organizational success through innovative solutions, superior customer service, and effective management strategies. Adept at leveraging data insights to optimize operations, improve retention, and achieve business objectives. Skilled in building strong client relationships and managing high-performing teams.

Skills

Data Analysis & Operational Insights

Workforce Management & Digital Strategy

Client Retention & Relationship Management

Performance Evaluation & Team Building

Sales Strategies & Cross-Selling

Regulatory Compliance & Documentation

Process Optimization & Reporting

Professional Experience

AAA Auto Club Enterprises – Huntsville, AL

Life Insurance Sales Analyst 02/2022 – Present 40-55 Hours/Week

Increased cross-selling rates by 20% through personalized financial assessments and proactive follow-ups.

Processed insurance applications with 99% accuracy, ensuring compliance with regulations.

Established long-term client relationships, generating a 15% increase in referral business.

Streamlined initial claims processing, improving turnaround time by 10%.

Collaborated with underwriters to maintain accurate and up-to-date client records.

Lincoln Heritage – Remote

Licensed Life Insurance Agent 01/2020 – 02/2022 40 Hours/Week

Exceeded monthly sales targets by 25% through tailored client solutions and focused networking.

Built a database of 100+ potential leads, converting 30% into active clients.

Delivered customized sales presentations, achieving a 90% client satisfaction rate.

Retained 85% of clients through strong communication and attention to their evolving needs.

Kommerling USA – Huntsville, AL

Payroll and Administrative Specialist 01/2020 – 02/2022 40 Hours/Week

Processed weekly payroll for 50+ employees with zero compliance errors.

Spearheaded HR data management initiatives, reducing new hire processing time by 15%.

Supported audits by generating precise financial and HR documentation.

Designed performance evaluation templates, boosting efficiency in employee appraisals.

Village of Providence – Huntsville, AL

Senior Administrative Assistant 02/2018 – 01/2020 40 Hours/Week

Enhanced client retention by 20% through empathetic relationship management and personalized solutions.

Assisted in drafting contracts and ensuring compliance with federal guidelines.

Coordinated hiring efforts, recruiting top talent for critical roles.

Authored financial and production reports to streamline project tracking.

DIRECTV – Huntsville, AL

Quality Assurance Data Analyst (Call Center) 02/2010 – 01/2018 40 Hours/Week

Gathered, analyzed, and interpreted call center data to identify improvement opportunities.

Developed actionable insights to enhance operational processes and efficiency.

Presented data-driven reports to management, uncovering relationships that informed strategic decisions.

Managed 1 direct report (Business Analyst) and assisted in building out the vertical.

Acted as a liaison with the Enterprise Data Analytics team to ensure alignment on organizational goals.

Licenses

Adjuster License (Current)

Life Insurance License (Current)

Education

Alabama A&M University – Huntsville, AL

Bachelor of Science in Social Work May 2009

Troy University – Troy, AL

Master of Business Administration (In Progress) Anticipated Graduation: May 2027

Affiliations

Member, Alabama A&M Alumni Association

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