Ana Caldera
Bakersfield
Summary
Over 5 years of experience in the insurance agency industry, delivering exceptional customer service and managing client relations. Proven ability to resolve issues efficiently and enhance customer satisfaction. Remarkable ability to maintain records, endorsements, and certificates. Committed to continuous learning and adapting to industry changes.
Overview
6
6
years of professional experience
Work History
Customer Service Representative
Praise Insurance Agency
Bakersfield
07.2019 - Current
- Developed positive relationships with customers through friendly interactions.
- Answered customer inquiries via phone, email, and chat.
- Conducted regular follow-up calls with customers after resolving their issues.
- Provided exceptional customer service to ensure customer satisfaction.
- Maintained detailed records of customer interactions, transactions and comments for future reference.
- Maintained a high level of professionalism when dealing with difficult customers.
- Identified areas of improvement in customer service processes and suggested changes accordingly.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Generated reports detailing sales activities, client interactions, and progress towards goals.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
Education
High School Diploma -
West High School
Bakersfield, CA05-2015
Skills
- Customer service
- Data entry
- Effective communication
- Time management
- Problem solving
- Attention to detail
- Calm demeanor
- Multi-task management
- Document control
- Sales
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
Timeline
Customer Service Representative
Praise Insurance Agency
07.2019 - Current
High School Diploma -
West High School
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