

Customer-centric professional with experience in insurance renewals, customer relationship management, and CRM-based service operations. Currently working as a Service Excellence Associate managing Commercial Lines (CL) and Personal Lines (PL) renewals using Salesforce, AMS, and Epic. Skilled in customer communication, policy follow-ups, documentation accuracy, and service delivery. Seeking a Customer Relationship Executive (Insurance Advisor) role at DigiRecruitx to support customer retention and insurance advisory services.
Dedicated Associate with extensive experience collaborating with clients, promptly identifying needs and recommending products and services to accomplish clients' goals. Strong communicator focused on delivering outstanding customer care.
Customer Relationship Management
Insurance Renewals (CL & PL)
Customer Support
CRM Tools: Salesforce, AMS, Epic
Policy Follow-ups
Documentation Accuracy
Email & Case Management
MS Excel, Word, PowerPoint
Communication & Problem Solving
MS office
Task prioritization