Hershel Z. Roberts
Scottsburg,IN
Overview
5
5
years of professional experience
Work History
Claims Processor/Customer Service Representative
Express Funeral Funding
10.2022 - Current
- Communicated effectively with funeral homes, insurance companies, coworkers and management.
- Went above and beyond for clients by resolving any questions or concerns with utmost service.
- Built effective relationships with clients by listening, understanding, and always putting their needs first.
- Compiled extensive knowledge regarding many types of life insurance.
- Completed any tasks provided by management or clients.
- Often worked after hours willingly in order to make sure clients needs were fulfilled.
- Utilized multi-tasking skills by taking incoming calls from clients along with answering emails all at once.
Licensed Insurance Agent
Indiana Farm Bureau Insurance
11.2021 - 10.2022
- Calculated quotes and educated potential clients on insurance options.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Promoted products and services using upselling and other sales strategies.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Utilized CRM software to manage client relationships.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Claims Processor
Express Funeral Funding LLC
04.2019 - 11.2021
- Communicated effectively with funeral homes, insurance companies, coworkers and management.
- Went above and beyond for clients by resolving any questions or concerns with utmost service.
- Built effective relationships with clients by listening, understanding, and always putting their needs first.
- Utilized multi-tasking skills by calling on several life insurance claims at once while still providing excellent service for each client.
- Compiled extensive knowledge regarding many types of life insurance.
- Completed any tasks provided by management or clients.
- Often worked after hours willingly in order to make sure clients needs were fulfilled.
- Utilized multi-tasking skills by taking incoming calls from clients along with answering emails all at once.
Education
Bachelor of Science - Journalism
Indiana University Southeast
New Albany, IN05.2019
Skills
- Self-motivated
- Highly dependable
- Quick thinking
- Adaptable and flexible to accomplish tasks simultaneously
- Strong verbal and non-verbal communication
- Great understanding of building & maintaining relationships with clients
- Well-versed with Microsoft Word, Outlook, Excel and CRM
Reference
Adam Setty - Express Funeral Funding Customer Service Manager
Phone: 502-438-3495
Timeline
Claims Processor/Customer Service Representative
Express Funeral Funding
10.2022 - Current
Licensed Insurance Agent
Indiana Farm Bureau Insurance
11.2021 - 10.2022
Claims Processor
Express Funeral Funding LLC
04.2019 - 11.2021
Bachelor of Science - Journalism
Indiana University Southeast
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