Proven Customer Service Representative at CMB Insurance Brokers, adept in client support and efficient data management. Excelled in enhancing customer satisfaction and streamlining processes, contributing to sales growth and managing over 50 key accounts. Skilled in engaged listening and claims administration, showcasing effective team collaboration and a keen attention to detail.
- Respond to and address all client inquiries and requests in a timely manner.
- Issue Certificates/pink cards for the clients for renewals
- Assist the Sales Team in the collection of deposit premiums, premiums, and finance deposits and contracts on behalf of the brokerage;
- Maintain, update, and organize all data - electronic & paper filing systems utilized by the department/organization;
utilize the Agency Manager, Excel, Word, ISNet World programs; Complyworks
- Coverage review checklists must be performed on an annual bases
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
- Assisted on remarketing and completing bottom 20-60 clients.
- Obtained and serviced over 50 Orange Theory Studio insurance polices across Canada