Dedicated in providing quality customer service staying motivated in maintaining customer satisfaction
also while contributing to companies overall success. Proven ability to establish rapport with clients
and exceed sales quota. Reliable and driven, with strong time management and prioritization abilitie
Experience
DialogueDirect
Aug 2021 – Dec 2022
Fort Worth
Retention Specialist
Service our customer’s book of business’ by updating, renewing, rewriting and cross-selling existing
policies.
• Exercise proficiency in the knowledge of personal lines insurance to identify risk exposure and
applicable coverage options to new and existing policies and their holders.
• Superior support to our customers by way of attentiveness, acting promptly and efficiently resolving
problems with a sense of urgency.
• Engage with other agents, insurance carriers and managers to solve complex challenges for our
customers.
• Remain informed and educated regarding Dealer Policy process and procedures, partnered insurance
company coverages, exclusions, and options to provide customers with competitive coverage and cost
options.
• Foster a culture of top notch customer service and promote continuous improvement across all aspects
of how we serve our clients