Jennifer W

Senior Client Service Agent

Progressive • Temps plein

Nov 2022 - Present • 3 yrs 8 mos

Built productive relationships to create a pool of prospective clients from various sources by networking, cold calling, and using referrals, increasing client base Assessed business or individual customers’ needs and financial status, proposing protection plans that met their criteria and improved client satisfaction Developed and delivered risk management strategies tailored to clients’ risk profiles, reducing exposure to potential losses Reported the progress of monthly/quarterly initiatives to stakeholders, ensuring transparency and alignment with business goals Maintained bookkeeping systems, databases, and records, ensuring accuracy and compliance with regulatory standards Monitored insurance claims to ensure mutual satisfaction, resolving issues promptly Achieved customer acquisition and revenue growth objectives by implementing targeted sales strategies Updated job knowledge and learned about new products and services to provide clients with the best solutions Fulfilled all policy requirements, ensuring compliance and customer trust