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Customer Service Agent Resume Samples
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0-5 years of experience
Facilitated ticket sales, passenger check-in, baggage, and special accommodations for 150+ airline travelers on a daily basis
- Informed ticket holders of airline policies and procedures to ensure a thorough understanding of benefits and responsibilities
- Resolved common and complex issues by determining the need of the customer and immediately offering favorable solutions
- Managed the flow of traffic through airline terminal gates while communicating pertinent boarding announcements to guests
- Collaborated with a network of service agents, crew members, and airport staff to discuss travel specifications and concerns
- Aided patrons with transitioning from the terminal to the plane by ensuring the safety of connector bridge and loading section
0-5 years of experience
Answered a high volume of telephone calls from customers regarding payments, returns and charges to accounts
- Assisted customers in the selection of products
- Maintained contact and followed up on problems that required special handling
- Provided marketing support by making outbound sales calls for special promotions
- Recognized by customers who appreciated my extra efforts
- Researched and responded to customer inquiries and explained transactions to their satisfaction
0-5 years of experience
Utilized SOE, SAP, and cross referencing to provide customer/ order fulfillment and lead times
- Planned and executed onsite inventory management and stocking for 2000 products with multi-million dollar sales
- Managed inbound and outbound products through the distribution channel
- Ran daily inventory replenishments, stock alignment, and cycle counts to ensure warehouse efficiency
- Travelled with the Shoe-mobile to provide superior service and relationships with customers
6-10 years of experience
Prepared clinical data for pharmacists to review and make a decision based on the presented case. Collected clinical information from doctor’s offices, long term care facilities, and/or inbound requesting phone calls made by requesting doctor’s offices.
- Performed my daily tasks with a productive, quality controlled, HIPPA compliant, efficient manner to achieve the goals to get the correct information for the cases to be reviewed by the pharmacists.
- Programmed guidelines for PAS (Prior Authorization System), prepared training manuals for management approval and then provided
- SME (Subject Matters Expert) provides the team with instructive support to help insure quality assurance for the department.
- Assisted with weekend and holiday schedules on an independent basis by insuring daily operations were completed such as the IRE,
- Team member of appeals verification processing, requests for completion of follow up procedures, quality assurance, and CMS
0-5 years of experience
Elevated passengers’ flying experience by providing warm, friendly, efficient guidance of the check in and ticketing process
- Utilized critical thinking and effective communication skills to solve problems during irregular flight operations
- Regularly recognized for in-depth knowledge of Delta’s previous in-house reservation system (DLterm)
- Provided on the job training to new agents on the newly implemented reservation system (SNAPP)
6-10 years of experience
Attended meetings, trade shows, conferences, conventions and seminars to network with people in other purchasing departments.
- Purchased the highest quality merchandise at the lowest possible price and in correct amounts.
- Conferred with staff, users and vendors to discuss defective and unacceptable goods and services and determined corrective action.
- Monitored shipments to ensure that goods came in on time and in the event of problems, traced shipments and followed up on undelivered goods.
- Studied sales records to determine correct inventory levels for replenishment
- Researched and evaluated suppliers based on price, quality, selection, service, support, availability, reliability, production and distribution capabilities, and the supplier’s reputation and history
- Prepared purchase orders, solicited bid proposals and reviewed requisitions for goods and services.
- Reviewed catalogs, industry periodicals, directories, trade journals, and Internet sites, and consulted with other department personnel to locate necessary goods and services.
- Maintained and reviewed computerized and manual records of items purchased, costs, delivery, product performance and inventories.
0-5 years of experience
Used several systems to track customer’s shipments and provided an estimated time of delivery.
- Transferred calls to necessary departments to assist with customer’s needs.
- Assisted with resolving customer’s complaints and concerns.
- Responded to emails and other documentation for customer’s packages.
- Provided detailed information regarding transit routes and delayed packages.
6-10 years of experience
Worked multiple business leasing portfolios from $5k to significant bank relationship portfolios of $100m that included technology, construction equipment, semi-trucks, medical equipment, office equipment, efficient energy equipment that had rigorous account audits.
- Call center environment that required interactions with customers, multiple other departments, outside agencies, Key Bank managers and outside vendors
- Maintained a high average for collection results and audits. Several audits with 100% pass results
- Account review including reconciliation, invoicing, title or UCC verification, insurance, tax issues
- Utilized Paynet, LexisNexis, credit reports and public records
- Responsible for portfolio report given to upper management
- Assisted with training within the department
0-5 years of experience
Answered an average of 60-100 incoming calls daily from Medicare members nationwide
- Verified members medical and prescription benefits using specialized computer systems
- Documented detail notes in our computer database (CCP, GCP, CI, Mentor)
- Updated members demographic info using Customer Interface computer system
- Interpreted medical insurance benefits and medical claims
- Interpreted pharmacy insurance benefits and pharmacy claims
- Processed members premium payments using online billing system
- Provided excellent customer service skills
0-5 years of experience
Answer urgent and non-urgent phone calls from patients and take messages to relay to health care clients in accordance to HIPAA laws.
- Make outbound telephone calls by contacting patients for a variety of patient outreach efforts.
- Enter patient information into customized computer system for client records.
- Speaking with Doctors and provide detailed information regarding a call with a patient.
- Take detailed, critical, pertinent and relevant patient information to help expedite the providers response time to the patient.
- Adhere to call center metrics and Quality Monitoring.
0-5 years of experience
Greeted customers who have recently purchased cars. I complete all of their final paperwork.
- Answer questions regarding car purchase, loan payments, policies and procedures.
- Other clerical duties as assigned.
- Answered telephone as necessary.
- Verified information and resolved common problems.
- Photocopied records, forms and other documents.
- Sorted and distributed mail.
- Promoted individual professional growth and development by meeting requirements for mandatory/continuing education, skills competency, supported department-based goals which contributed to the success of the organization.
0-5 years of experience
Conducted over 530 calls to assist customers with account information
- Used company marketing strategies to inform potential clients of premium services for GE appliances and set up appointments for customers
- Adhered to company regulations regarding sales techniques and customer confidentiality
- Updated computer records and assisted with troubleshooting options for household appliances
0-5 years of experience
Received inbound calls from customers’ that were having issues with their phone service.
- Updated customers’ account with new billing information.
- Process payments using various payment methods.
- Escalated calls to supervisor and other departments when requested by the customer
- Excepted retention calls to provide customers’ with other methods of taking care of delinquent account balances.
- Troubleshooting customers issue with their phone service.
- Created a trouble repair tickets for technicians to repair customers phone issues.
0-5 years of experience
Provided customers with knowledge of store merchandise in the area of responsibility
- Maintained and clean and neat appearance of merchandise
- Assisted customers with purchasing items at the register
- Provided assistance with finding items of interest
- Advertise store credit card and assist customers with the application
0-5 years of experience
- Reviewed claims for completeness, accuracy, and correct coding
- Processed and adjudicated medical claims according to health plan policies
- Researched problem claims for benefit level, third party liability, overpayments, and inappropriate coding
- Solved customer problems and assured satisfaction
- Processed all general customer service requests
- Maintained and encouraged customer loyalty through the courteous and efficient resolution of disputes, complaints, and discrepancies
- Identified problems and directed clients to proper advisors
0-5 years of experience
Received incoming calls from tenants about property account
- Processed credit card holds through Rently to allow a prospect to view a property
- Resolved customer complaints via phone, mail, fax and social media
- Updated all accounts to ensure accurate information is on the account
- Close out or open calls records
10+ years of experience
Ensured a safe work environment by following all rules and regulations regarding the work place.
- Checked passengers in at ticket counter and gate and handed out boarding passes for outgoing flights.
- Load planner for flights; Communicated with flight crew on ground and via ground to air radio.
- Checked passenger baggage and places bag tags on them at the ticket counter for appropriate destination. Coordinated ticket counter activities with those on the ramp regarding baggage handling to assure that all bags get on the outgoing flight.
- Handled customer complaints regarding ticketing and baggage handling when problems arise. (i.e. lost baggage, lost/misplaced tickets, canceled flights or delayed flights).
- Ability to lift 60+lbs of baggage for short periods with the capability of operating an electric baggage cart.
- Ensured utmost professionalism, articulateness, diplomacy and politeness in every in-person interaction.
- Made/changed/canceled reservations over the phone or in person with customers.
- Maintained a level of service expectations of both the passenger and the airline customer at all times.
10+ years of experience
Resolve customers’ service billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
- Complete contract form; prepare change of address records using computers.
- Determine charges for services requested, collect deposits or payments, or arrange for billing.
- Solicit sales of new or additional service or products.
- Maintain and update filing, inventory, mailing, and database system, using a computer.
- Establish or identify prices of goods, services or admission, and tabulate bills using calculators, cash registers, or optical price scanners.
- Review files, records, and other documents to obtain information to respond to requests.
0-5 years of experience
Completed Higher One training to learn about the company’s products and services
- Completed bank training with Bank Administration Institution. (BAI) & UDAAP (Unfair, deceptive, or abusive acts and practices) compliance training.
- Unwavering commitment to customer service, with the ability to build productive relationships, resolve complex issues and win customer loyalty.
- Quickly research and investigate issues that concern a customer.
- Understand and interpret customer’s needs and wants.
- Remain calm, courteous and respectful at all times displaying a professional manner with customers. Making the customer feel valued, welcomed and accepted.
- Obtained a Quality Assurance score of 99% for the month of June 2014 (most recent). QA score consists of quality, productivity and dependability statistics.
6-10 years of experience
Effectively accepted inbound calls to fulfill order request for doctors’ offices, wholesales, sales reps, pharmacies and hospitals.
- Addressed customer issues.
- Provided cross departmental communication and collaboration to ensure complete and satisfactory resolution to all inquiries.
- Successfully used customer account database to log all call information.
- Familiar with Skinmedica, Botox, Juvederm, Voluma and other Allergan products.
0-5 years of experience
Greeted Visitors and answered multi-line phone system, screened calls and reffered callers to appropriate personnel
- Scheduled and attended meetings
- Ordered Supplies and acted as primary point of contact for vendors
- Data Entry for new customer or any errors
- Took 60% calls in Spanish for Customer Service
- Met quota for orders sent daily via email or fax
- Took over 100 inbound calls and made over 25 outbound calls daily
0-5 years of experience
Resolved customers’ technical and billing issues over the phone.
- Generates service requests for problems that cannot be resolved over the phone and send the request to the department that can handle the issue.
- Maintained call logs and created service requests for each customer.
- Ability to maintain a quiet workplace while working from home.
0-5 years of experience
Completed calls expeditiously, accurately and in a professional manner.
- Scheduled patient’s deliveries and addresses all patient needs in one phone call with positive and caring attitude.
- Provided the highest quality customer service through the execution of responsiveness, reliability, assurance/confidence, accuracy, and professionalism on every pharmacy/pharmacist interaction in a fast-paced call center.
- Provided a primary resource in handling pharmacy / pharmacist contacts via telephone ranging from routine to complex, regarding insurance authorization, benefits, claims, and general assistance.
- Excellent voice experience in a call center environment.
0-5 years of experience
Compiled and maintain non-monetary reports and records.
- Developed constructive working relationships with others and maintain them over time
- Advised customers on purchases and provide excellent customer service.
- Developed reputation for prompt, efficient service with high level of accuracy.
- Maintained thorough knowledge of store merchandise.
0-5 years of experience
Answer incoming phone calls from customers and identify the type of assistance the customer needs (i.e. benefit and eligibility, billing and payments, authorizations for treatment and explanation of benefits (EOBs)
- Ask appropriate questions and listen actively to identify specific questions or issues while documenting required information in computer systems
- Intervene with care providers (doctor’s offices) on behalf of the customer to assist with appointment scheduling or connections with internal specialists for assistance when needed
- Assist customers in navigating UnitedHealth Group websites and encourage and reassure them to become self-sufficient
- Research complex issues across multiple databases and work with support resources to resolve customer issues and/or partner with others to resolve escalated issues
- Provide education and status on previously submitted pre-authorizations or pre-determination requests
- Meet the performance goals established for the position in the areas of: efficiency, call quality, provider satisfaction, first call resolution and attendance
0-5 years of experience
Assisting and dealing with passenger inquiries about flight departures and arrivals
- Checking in passengers for their flights and assigning seat numbers
- Providing boarding passes and luggage labels
- Informing passengers about FAA regulations including luggage restrictions
- Assisting and taking care of people with special needs, and unaccompanied children
- Gate agent – boarding flights, working the jet-bridge, meeting inbound flights, assisting flight crew to ensure that all passengers are accountable for before each flights take off.
0-5 years of experience
Provide timely and effective customer service to members patients and Pharmacies.
- Responsible for coordinating services between insurance companies and patients.
- Perform patients insurance verification and submit for approval.
- Coordinate infertility treatment cycles for patients and submit for medical review.
- Lead data entry and prescription processing for Pharmacist review.
- Consult with physicians, pharmacist and nurses to assist with patient care to meet customer satisfaction.
- Ensure patient confidentiality is maintained in accordance to HIPPA regulations.
0-5 years of experience
- Responsible for assisting passengers with boarding issues, flight changes, and other unforeseen events as they occur.
- Maintained passenger confidentiality while updating flight logs/files accordingly.
- Updated electronic code portfolios when needed, such as airport security codes and flight codes.
- Provided assistance to mechanical staff at terminals with arrivals and departures of flights while adhering to strict flight timelines.
Insurance Agent Duties and Responsibilities
To accomplish their primary goal of selling insurance policies, Insurance Agents perform many tasks. We analyzed several job listings to identify these core Insurance Agent duties and responsibilities.
Solicit New Business As an Insurance Agent, a big part of your job is generating new business. Soliciting new customers can include following up on leads provided by your agency, telemarketing and attending trade shows, conferences and networking events. Some Insurance Agents go door-to-door marketing their services. In addition to actively soliciting new business, Insurance Agents assist prospective clients that come to them by way of referrals from existing customers, a company website or other advertising.
Assess Insurance Needs Interviewing customers to determine what their risks are and what types of coverage they need is a key task for Insurance Agents. When talking to someone interesting in buying homeowners insurance, for instance, you may ask them questions about how old their house is, whether they have dogs and what type of electrical system they have. Based on such information, Insurance Agents provide customers with recommendations for insurance coverage.
Assist in Completing Applications As an Insurance Agent, you assist customers in properly completing insurance applications, which can be complex and lengthy, and any other required paperwork. Once the forms are in order, Insurance Agents submit them to the company that provides the insurance, and then acts as an intermediary between the customer and the insurance company to complete the transaction.
Provide Ongoing Support Even after an insurance transaction is complete, Insurance Agents maintain a relationship with their customers. Should a customer need to file a claim, the agent is usually their first point of contact. Also, when customers experience life changes, such as buying a new car or the birth of a child, they look to their Insurance Agent to make sure their coverage is still adequate. Many Insurance Agents maintain contact with customers through mailings, such as holiday greetings and renewal notices, and occasional phone calls.
Insurance Agent Skills
Successful Insurance Agents are great communicators who have an entrepreneurial spirit. They are knowledgeable about the products they sell and able to work independently. The best Insurance Agents also are advocates for their customers and committed to getting them the coverage that is right for their circumstances. In addition to these general skills and personality traits, employers are seeking Insurance Agent candidates with the following skills. Core skills: Based on job listings we looked at, employers want Insurance Agents with these core skills. If you want to work as an Insurance Agent, focus on the following.
- Being able to cultivate a customer base in business-to-consumer or business-to-business sales
- Meeting and exceeding sales goals on a regular basis
- Knowing how to use Microsoft Office programs
- Using telemarketing to identify potential customers and make sales
Advanced skills: While most employers did not require the following skills, multiple job listings included them as preferred. Add these to your Insurance Agent toolbox and broaden your career options.
- Having comprehensive financial planning knowledge, such as retirement and estate planning
- Knowing underwriting guidelines for your state
- Knowing MVR (motor vehicle record) and C.L.U.E (comprehensive loss underwriting exchange) requirements
- Understanding consultative sales methods
Insurance Agent Resources
We searched the Web to find the best industry resources to help you continue exploring a career as an Insurance Agent. From thought leaders to industry groups, this list is packed with opportunities to learn, connect and engage. On the Web
Terms + Conditions – This Insurance Information Institute blog offers hearty, accessible information about all types of insurance and industry trends, from asbestos liability to workers compensation.
Property Casualty 360 – A great resource for both buyers and sellers of insurance, this blog provides breaking news, industry research and more.
Risk Management Monitor -The official blog of Risk Management magazine, come here for articles, commentary and interviews related to risk management and the insurance industry.
Coverage Opinions – This monthly newsletter provides lively reporting, analysis and commentary on legal decisions that affect the insurance industry.
Insurance Fraud Blog – The official blog of the Coalition Against Insurance Fraud, come here for all the latest information on insurance fraud. On LinkedIn
Steve Anderson writes about the intersection of insurance and technology. Mary Pat Whaley shares her insights as an expert in health insurance. Steve Savant is a columnist and talk show host, that writes about insurance and finance. Industry Groups
Insurance Information Group – For more than a half-century, the I.I.I has been the premier source for insurance industry information and analysis.
American Insurance Association – Representing more than 325 insurance companies, the AIA helps shape the future of the industry by serving as a key resource for the the media, policy makers and the public.
The Council of Insurance Agents & Brokers – Representing more than 300 insurance firms, the CIAB offers programs and professional development opportunities. Insurance Industry Books
Understanding the Insurance Industry by A.M. Best Company – This comprehensive primer offers a nuts-and-bolts overview of the insurance industry for students, new employees or anyone interested in the industry.
The Complete Dictionary of Insurance Terms Explained Simply by Melissa Samaroo – Offering jargon-free definitions for more than 2,000 insurance terms, t his is a great reference book for insurance agents and consumers. Secrets of Successful Insurance Sales by Jack Kinder Jr. and Gary Kinder – This motivational book offers practical tips for success in insurance sales.
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Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
