Client Services Specialist with Policy Expertise

Angela Conley

Monroe, GA 678-***-**** ***********@*****.***

Professional Summary

Dedicated professional with 1+ years of experience in high-volume client services. Proven ability to handle complex inbound and outbound calls while providing robust clerical support and policy-related administrative functions. Highly proficient in leveraging digital platforms for business correspondence, ensuring high-level satisfaction, and managing complex inquiry resolutions with precision.

Willing to relocate to: Saint Petersburg, FL

Work Experience

Client Services Specialist

DENTALXCHANGE Irvine, CA

March 2024 to January 2025

• Managed high-volume inbound and outbound calls, consistently meeting productivity benchmarks while delivering efficient clerical support for customer accounts.

• Processed complex policy modification requests within CRM systems, ensuring 100% data accuracy and increasing overall customer satisfaction.

• Drafted professional business correspondence to resolve customer inquiries related to life insurance and annuity status, acting as a key point of contact for stakeholders.

• Utilized advanced digital proficiency to identify, track, and update account records, ensuring regulatory compliance and seamless service delivery.

Skills

Inbound/Outbound Calls Policy Modification Salesforce CRM Systems Spanish (Conversational) Business Correspondence Clerical Support Issue Resolution Life Insurance Principles Annuities Technical & Digital: Digital Proficiency Computer Proficiency Client Relations: Customer Service

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