Candidate Profile

    Roo5476

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    About

    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.

    Proficient in

    Pre- and Post-Sale SupportRegulatory & Compliance AdherenceClaims Handling and Policy RenewalsDocumentation AccuracyEffective CommunicationCritical Thinking
    International

    Yes

    Availability

    Part-time or Full-time

    Experience

    13 years

    Previous Roles

    3

    Work History

    Customer Service
    Intake Specialist
    Office Assistant & Warehouse Controller

    Key Responsibilities in Most Recent Role

    Job Title: Customer Service

    13 years
    • 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.

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