This is my profileContact via CazVidJuan
Renewal Agent with 3+ years in insurance and customer service
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Competencies
Provided customer support via calls, emails, and texts across various roles, emphasizing satisfaction and retention.
Assisted policyholders in renewals, conducting risk assessments and explaining policy benefits.
Created and managed invoices for clients, ensuring accurate records and timely processing.
Assisted customers in hotel reservations and insurance product descriptions, meeting sales targets.
Proficient with Salesforce, Excel, PowerPoint, Word, and billing tools, facilitating efficient workflow.
Education
Languages
Summary
Dedicated professional with extensive experience in insurance policy renewals, customer support, and billing processes. Skilled in client communication, problem resolution, and technical tools. Proven ability to adapt and maintain high standards of service.
Key Achievements
- Managed policy renewals and provided requotes with multiple carriers, ensuring clear communication of pricing changes.
- Handled customer complaints and concerns effectively, maintaining high satisfaction and client retention.
- Assisted in processing invoices and generated reports, streamlining billing operations and follow-ups.
Experience
Renewal Agent
Assist policyholders with home and auto insurance renewals across Texas., Contact insured clients to notify them about upcoming renewals or policy non-renewals due to underwriting guidelines., Provide requotes with different carriers and clearly explain pricing changes year-over-year., Educate...
Cancellation Specialist
Handled customer complaints and concerns regarding service cancellations., Retained homeowners seeking to cancel their contracts by building trust and offering tailored solutions., Took ownership of client issues to ensure high satisfaction and retention.
Billing Associate
Created invoices for multiple clients and managed weekly/monthly projections., Sent follow-up emails and reports to maintain accurate billing records., Attended meetings with clients to discuss rates and ensure timely invoice processing.
Retail Support
Assisted dealers with activating demo signals for vehicles in inventory., Managed back-office tasks and followed up on pending cases via email.
Sales Representative
Assisted customers in finding hotels based on preferences and budget., Processed hotel reservations and provided detailed information about amenities., Consistently met and exceeded sales targets.