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State Farm Agent Det Phasakda - Insurance Customer Service Resume Example

Lucas Martin
XXX XX XXXXXXXXXX XX , Rialto , CA 92376
XXXXXXXXXXXXXXXXXXXXX
Ph: XXXXXXXXXXXX
Professional Summary
Skills
Experience
State Farm Agent Det Phasakda Ontario , CA Insurance Customer Service/ Sales Represantative Feb 2014Present
  • Monitor insurance claims to ensure policy holders have been assisted
  • Built client loyalty by placing folow up callsfor customers who reported policy issues.
  • Interview Propective clients to learn about their financial needs and discuss any existing coverage.
  • Follow up with potental clients reagrding on-line infomarmation requested.
  • Presented and clearly expalined insurance policy options to clients based on their needs.
  • Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
State Farm Agent Scott Aulerich Chino, CA Insurance Customer Service/ Sales Jan 2013Feb 2014
  • Sell various types of insurance policies to businesses and individuals.
  • Interview prospective clients to obtain data about their financial resources and needs.
  • Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes.
  • Provided exceptional customer service.

 

Onatrio Montclair Sch Emp FCU Ontario, CA Senior Member Service Representative Dec 2003Dec 2012
  • Deleivered prompt, accurate and excellent customer service.
  • Trained employees in the operation department
  • Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities.
  • Refer customers to appropriate bank personnel to meet their financial needs.
  • Investigate and correct errors upon customers' request, according to customer and bank records.
  • Processed Share Draft & ACH files daily
  • Reviewed general ledgers daily to ensure accuracy.
  • Assisted CFO with production of monthly financial reports.
  • Maintained confidentiality of records and clients information.
Inland Empire Credit Union Pomona , CA Member Service / Loan Officer Sep 1996Dec 2003
Education
Banking Trade School Riverside , CA Banking Sep 1996
San Gorgonio High School San Bernardino, CA High School Diploma: General Jun 1996
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Resume Details

This is a real resume for a Insurance Customer Service in Rialto, California with experience working for such companies as State Farm Agent Det Phasakda, State Farm Agent Scott Aulerich, Onatrio Montclair Sch Emp Fcu. This is one of the hundreds of Insurance Customer Service resumes available on our site for free. Use these resumes as templates to get help creating the best Insurance Customer Service resume.

Previous Companies:

  • State Farm Agent Det Phasakda
  • State Farm Agent Scott Aulerich
  • Onatrio Montclair Sch Emp FCU

Previous Job Positions:

  • Insurance Customer Service
  • Sales Represantative
  • Sales
  • Senior Member Service Representative
  • Member Service

Schools:

  • Banking Trade School
  • San Gorgonio High School

Level of Education:

  • High School Diploma

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