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.