Experienced Senior Retention Specialist with a strong background in leading teams, driving performance, and improving processes within the insurance industry. Adept at coaching and developing agents, interviewing and onboarding new hires, and creating efficient workflows to enhance team productivity. Proven track record of achieving top-tier sales awards, including President’s Club and the 30 for 30 Life Insurance Sales Award. Licensed in all 50 states with expertise in property and casualty insurance. Seeking to leverage leadership and industry knowledge as a Lead for Insurance Customer Service.
• Collaborated with cross-functional teams to continuously enhance customer service and retention strategies.
• Managed a team of 5 sales agents, ensuring consistent achievement of sales and service goals while maintaining high standards of customer service.
• Monitored team performance, provided ongoing coaching and support, and developed strategies to exceed key performance indicators (KPIs).
• Handled customer service escalations, resolving complex issues and ensuring customer satisfaction and retention.
• Collaborated with agents to identify cross-selling and up-selling opportunities, resulting in increased revenue and customer loyalty.
• Conducted regular team meetings to track progress, share best practices, and promote a high-performance culture.
• Ensured all team members adhered to company policies, procedures, and compliance regulations.
• Recognized for two consecutive years as a winner of the President’s Club for exceeding sales targets.
• Awarded the 30 for 30 Life Insurance Sales Award for exceptional sales performance and customer satisfaction.