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Customer Service Insurance Agent

Location:
Texas
Posted:
January 28, 2025

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Resume:

LINDA F. SAMPSON

210-***-**** San Antonio, TX, **209 ****************@*****.***

SUMMARY OF QUALIFICATIONS

To obtain a challenging position in Property and Casualty insurance leveraging my 25+ years of dynamic sales and customer service experience. With a strong track record as a Licensed Insurance Agent, I can drive direct sales, motivate performance, nurture partnerships, and achieve sales growth. I am skilled in building and maintaining strong client relationships, effectively linking product benefits to client needs. As a self-motivated individual, I excel in setting priorities, achieving goals, and delivering results independently and as a collaborative team player. With outstanding leadership abilities, I am adept at working with individuals from diverse backgrounds while promoting a cohesive team environment. Core Competencies

● Relationship Building

● Exceptional Customer Service

● Process Improvement

● Strong Problem-Solving Ability

● Assessment Reports

● Investigate/Evaluate

Issues

● Negotiate With Partners

● Documentation Skills

PROFESSIONAL EXPERIENCE

JCS Financial

09/00–Present Independent Insurance Agent SanAntonio, TX

● Conducted one-on-one and group presentations on supplemental products like cancer, accident, and disability plans. Focus on new business production of supplemental plans experience.

● provide accurate and appropriate information in response to customer inquiries promptly.

● Write a significant volume of business originating via initial contact via email and outbound prospecting. Independent Insurance Center Inc.

04/23–Present Personal Lines Account Manager SanAntonio, TX

● Identifying opportunities for account growth by cross-selling additional insurance products or coverage enhancements. Proactively contacting clients to review their insurance needs and recommend appropriate solutions.

● Staying up to date with industry trends, insurance products, and regulatory changes. Continuously expanding your knowledge and expertise to provide clients with the highest service and advice.

● Building and maintaining strong relationships with clients by providing exceptional customer service, understanding their insurance needs, and proactively identifying opportunities to enhance coverage or address any gaps. Chase

05/19–04/22 Tele Banker San Antonio, TX

● Accurately and efficiently processing customer transactions, such as deposits, withdrawals, and cashing checks, while maintaining high accuracy and attention to detail.

● Identifying opportunities to cross-sell banking products and services to customers, such as checking accounts, savings accounts, credit cards, and loans. Making referrals to other team members for specialized financial needs.

● Effectively resolving customer inquiries, issues, and complaints promptly and satisfactorily, escalating complex issues when necessary to ensure customer satisfaction.

MARRIOTT INTERNATIONAL RESERVATIONS CALL CENTER

06/10–06/22 Customer Service Supervisor San Antonio,TX

● Conducting training sessions and ongoing coaching to enhance the skills and knowledge of team members. Keeping them updated on Marriott policies, procedures, and service standards to ensure consistent and exceptional service delivery.

● Identifying opportunities to streamline processes and enhance efficiency within the customer care center. Collaborating with cross-functional teams to implement improvements, ensuring smooth operations and effective resolution of customer inquiries.

● Generating reports on team performance, call center metrics, and customer feedback. Analyzing data to identify trends, areas for improvement, and opportunities to enhance the overall customer experience. EDUCATION

Jefferson High School Diploma

Currently attending San Antonio College with a concentration in Human Resources



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