RooCruit Candidate:
Roo5476
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About the Candidate
Versatile and dedicated professional with over ten years of progressive experience spanning customer service, insurance administration, and instrumentation and control engineering in diverse B2B and B2C environments. Demonstrated expertise in managing insurance policies with a strong focus on accuracy, compliance, and client satisfaction throughout pre- and post-sale processes, policy renewals, and client onboarding. Experienced in optimizing CRM systems to streamline workflows and support sales and service operations.
Area of Expertise
Pre- and Post-Sale Support, Regulatory & Compliance Adherence, Claims Handling and Policy Renewals, Documentation Accuracy, Effective Communication, Critical Thinking
Experience & Availability
International Experience:
Yes
Availability:
10, 20 or 40 hours a week
Years Experience:
13
Current and Previous Roles:
Relevant Experience
Job Title: Customer Service
Duration: 13
Key Responsibilities: Assisted an insurance agency’s customer service department via email and phone.
Handled pre- and post-sale administration for personal and commercial policies.
Verified data, cross-checked client records, and ensured data integrity across systems.
Processed certificates of insurance with attention to policy compliance and regulatory standards.
Captured client information with precision, ensuring proper documentation and routing.
Delivered policy guidance that contributed to client sales conversions and upselling opportunities.
