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Work Background
InsuranceHub Leavitt AgencyInsurance Account Manager - Personal Lines
Jul. 2023
USAAAccount Manager II - USAA Insurance Agency Florida Property
Mar. 2022 - Jun. 2023Phoenix, Arizona, United StatesDelivered superior customer service by gathering information from customers to analyze, interpret and address needs. Handled and documented account changes, questions, concerns, escalations, and customer data using relevant CRM software tools. Met and consistently exceeded monthly and quarterly insurance sales goals through detailed product and service knowledge. Acted as subject matter authority, educating clients and building trusting rapport.
USAAInsurance Professional - Sales and Service I
Jul. 2014 - Mar. 2022Phoenix, ArizonaDelivered superior customer service by evaluating needs to make individualized insurance recommendations for new and existing customer base. Closed 300+ insurance products annually through applied product knowledge and relationship building. Served as subject matter expert for Michigan Auto Insurance No-Fault Reform Pilot to assist members and teammates in understanding the changes in insurance reform legislation. Nominated for Made for Excellence Award as a Subject Matter Expert for assisting teammates to resolve member needs. Coached and supported new and tenured employees during pipeline and upskill trainings. Attained specialized skills for onboarding new members, deployed and international members, and member retention. Collaborated through multiple point-of-contact roles on projects relating to team and district activities
University of PhoenixAcademic Counselor
Nov. 2007 - Mar. 2014Phoenix, ArizonaDeveloped strategies for international, non-traditional student success in college and connected students to opportunities and resources. Delivered proactive academic advising to undergraduate students by analyzing students' careers and academic goals and recommending appropriate course of action.
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