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Andrea
Customer Service Associate / Acting Store Lead
Contato
Competências
Demonstrated experience with Administrative & Operations Support.
Demonstrated experience with Document & Records Management.
Demonstrated experience with Data Entry & Account Updates.
Demonstrated experience with CRM & Internal Systems.
Demonstrated experience with Cross-Department Coordination.
Formação acadêmica
Idiomas
Resumo
Professional profile
Experiência
Insurance Support Representative (Corporate Title: Insurance Agent)
Review, process, and securely maintain confidential customer documents, authorization forms, photographs, emails, and supporting records.. Document account changes, customer interactions, service requests, and follow-up actions accurately within CRM and internal systems to support quality assurance and compliance.. Monitor outstanding documentation, track pending items, prioritize daily emails and callbacks, and complete administrative follow-up to keep service requests moving.. Coordinate with internal departments by routing requests to the appropriate teams, providing accurate information, and supporting resolution of account and policy-related issues.. Process insurance policy servicing activities including coverage changes, vehicle additions, home and watercraft account updates, mileage recalculations, and general account maintenance.. Manage a high-volume workload of approximately 60-100 inbound member contacts per day while maintaining accurate documentation and completing time-sensitive administrative tasks.
Customer Service Associate / Acting Store Lead
Supported daily store operations and served as acting store lead during a management transition, coordinating employee coverage and assigning responsibilities.. Managed cash handling, daily funds, transaction accuracy, inventory tracking, stock organization, and device/accessory accountability in accordance with company procedures.. Helped train and guide team members, covered staffing gaps, and balanced operational priorities in a fast-paced environment.. Delivered bilingual English/Spanish customer support, resolved account and product concerns, and maintained professional communication with customers and team members.