Customer Service Life Insurance

KEVIN M LEWIS

SCHAUMBURG IL ***** 224-***-**** *************@*****.***

OBJECTIVE

Seeking an opportunity to use my customer service and management skills to improve customer satisfaction. EXPERIENCE

5/2018 to 3/2025

CUSTOMER SERVICE SPECIALIST Robert Half Inc. San Ramon, CA

• Handled internal employee’s payroll inquiries

• Provided positive solutions for employee onboarding

• Maintained monthly KPI requirements

9/1/2016 TO 4/1/2017 Stericycle Northbook IL

ACCOUNT MANAGER

• Managed successful business to business sales and service relationships

• Effectively qualified clients using value base selling methods

• Lead campaigns and telephone prospecting targeting existing customers and new prospects 8/1/2014 TO 9/1/2016 Accuquote Wheeling IL

LICENSED LIFE INSURANCE AGENT

• Customized life insurance plans for individuals, families and businesses

• Maintained an active pipeline of 50-75 new and pending policies per month

• Obtained financial analysis to ensure policy covered customers varied risk 5/1/2013 TO 8/1/2014 Health Market Insurance Solutions Des Plains IL INDEPENDENT LICENSED INSURANCE AGENT

• Sold health and life insurance policies to new clients

• Developed marketing strategies and advertising budget to find new customer leads

• Matched customers to select national insurance companies that best suited their needs 1/1/1995 TO 2/1/2011 Chicago Mercantile Exchange

INDEPENDENT FUTURES TRADER

• Employed and managed a team of 5 employees

• Traded futures, oil, and S&P futures

• Handled large accounts for both state and union pension funds Chicago IL

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