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Customer Service Insurance Agency Resume...
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Title Customer Service Insurance Agency
Target Location US-NY-East Northport
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
PHONE NUMBER AVAILABLE EMAIL AVAILABLEProfileOver 20 years of customer service experience. Ability to work in a fast-paced environment while providing clients personalized attention. I am seeking a position where I can showcase my extensive client management skills and industry knowledge to drive exceptional client satisfaction and foster long-lasting relationships, thereby ensuring the continued success and growth of the organization. ExperienceHEAD OF ADMISSIONS AND FAMILY RELATIONS SAIL CARIBBEAN DEC 2012-SEPT 2023 Responsible for assisting guardians through the enrollment process including troubleshooting application issues; explaining paperwork procedures and making sure forms are completed properly and timely; easing families concerns as they arise; sending out daily reminders for outstanding paperwork and monies owed; updating paperwork for new season, if applicable; work with outside agencies to ensure that students received the certifications they participated in; organize boat plans and secure students are properly placed together. Assist sales and marketing team by nourishing leads to encourage enrollment; guide families to the program that is right for their child; primarily responsible for updating the backend of our website and CRM system; scheduling visits to camp fairs including securing a representative and getting them the required materials needed; met bi-monthly with web marketing and social media team for reporting of our monthly goals; research school end/start dates to propose program calendar for the following season; help design and organize yearly brochure. Work with accountant and bookkeeper to keep up-to-date on receivables including daily financial transaction reports and breakdowns; monthly insurance reporting and making sure premiums are paid on time; work with outside consultants to pay out their commission; ensure that all funds from families are received in a timely manner and no receivables are outstanding; reconcile monthly bills and present to the bookkeeper for payment. Responsible for keeping insurance policies current and premiums paid on time; report monthly to outside trip insurance agency to alert them who has purchased a policy; stay current with trip insurance regulations; complete trip insurance claim forms as parents submit. Oversee seasonal office staff: train for the season; keep up daily communication via email, Skype and phone; guide through various processes to see to it they are done correctly and thoroughly; be the link between our international staff and our NY office staff; report parent/kid issues, weather, incidents, medical issues, etc.; arrange to get required paperwork and physical items back to home office at the end of the season. Enter daily leads into CRM system; keep filing systems (electronic and physical) organized; update and implement procedures as necessary; schedule representatives to be present at local events; ship supplies to summer office; keep parent/student handbook current as procedures change year-over-year; build and maintain reports (medical, balance outstanding, sales, etc.); update yearly alumni lists to be sent to prospective clients; solely responsible for upkeep and yearly roll-over of CRM systems. Maintain relationships with outside vendors for promo and gift items; design yearly t-shirts for students/staff; keep contract renewals current; make sure web domains are renewed as needed; communicate with IT team on any issues to be addressed; review office equipment regularly to ensure they are in working order and recommend replacing as required.Page 2 Train new hires both seasonal and year-round; allow them to listen in on sales calls; work on email templates with new employees; set up their equipment and accounts; listen to their calls and answer questions until they are comfortable on their own; distribute and acquire seasonal staff paperwork including out-of-country work permits; follow up with staff for outstanding paperwork to guarantee they receive their seasonal pay. MANAGER PARTY HARDY SEPT 2000  DEC 2012 Responsible for managing day-to-day operations and supervising a staff of up to 12 employees. Duties include opening and closing the store; reconciling registers throughout the day; delegating tasks to employees; staff scheduling; ensuring staff members are appropriately attired; new hire training; and, ensuring that the store is clean and presentable. This often involves arriving early and staying late to ensure commitments to customers are satisfied. Actively participate daily in interacting with customers both in-store and via telephone; order fulfillment (taking custom orders, pricing, packaging, and delivery); custom balloon decorating; and assisting customers with selections and answering questions. Formulated a new floor plan and organized merchandise in a more understandable manner for the companys larger store. Inventory control and management responsibilities include maintaining stock at sufficient levels to meet demand; weekly electronic ordering using Telxon; communicating directly with vendors; and ensuring stock room merchandise is always accessible. Worked at four store locations over a 12-year span. EducationBACHELOR OF PROFESSIONAL STUDIES, HOSPITALITY MANAGEMENT DEC 2009 NEW YORK INSTITUTE OF TECHNOLOGY OLD WESTBURY, NYRETAIL MANAGEMENT SUFFOLK COUNTY COMMUNITY COLLEGE SELDEN, NY Skills & Abilities Excellent interpersonal and communicationskills Exceptional customer service skills Problem-solving and conflict resolution skills Organized Proficient in Microsoft Office Suite Familiar with WordPress and Adobe Suite Knowledge of CRM systems Typing ability of 70wpm

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