Open to opportunities

Alvita James

@alvitajames

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Licensed insurance producer with expertise in client relationship management.

United States

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What I'm looking for

I am seeking a role that offers growth opportunities and values client relationships.

I am a dedicated Licensed Insurance Producer with extensive experience in generating new business and building strong client relationships. Currently, I work at Teleperformance USA, where I excel in utilizing CRM software to track client interactions and provide exceptional customer service. My proficiency in Microsoft Office allows me to manage data entry, client follow-up, and reporting effectively, ensuring that I meet the needs of my clients in a timely manner.

Throughout my career, I have held various roles in the insurance industry, including positions at Wardlaw Claims Services and Health Plan One. My responsibilities have included reviewing and analyzing insurance claims, managing multiple claims simultaneously, and applying basic accounting principles to assist clients. I pride myself on my organizational and time-management skills, which enable me to thrive in fast-paced environments while maintaining high conversion rates and meeting sales goals.

With a strong foundation in customer service, I have developed excellent communication skills that allow me to educate clients on their insurance options and benefits. I am passionate about helping clients navigate their insurance needs and am committed to delivering tailored solutions that meet their unique circumstances.

Experience

Work history, roles, and key accomplishments

Current

Licensed Insurance Adjuster

Current

Wardlaw Claims Services

Oct 2023 - Present (1 year 7 months)

Review and analyze insurance claims to assess liability and determine coverage. Investigate claims by interviewing claimants and professionals, ensuring accurate documentation and attention to detail.

Claims Documentation Interviewing Attention To Detail

Current

Licensed Insurance Producer

Current

Teleperformance USA

Generate new business and build relationships through outbound calls, utilizing CRM software to track client interactions. Provide exceptional customer service by addressing inquiries and ensuring accurate information is communicated.

CRM Software Microsoft Office Customer Service Outbound Calling

Licensed Insurance Producer

Health Plan One

Jul 2022 - Oct 2023 (1 year 3 months)

Build and maintain client relationships by offering tailored insurance solutions, using CRM tools for accurate data tracking and follow-up. Manage inbound and outbound calls, meeting sales goals.

CRM Tools Client Relationship Management Sales Goals Inbound Sales Outbound Calling

E-

Licensed Insurance Producer

E-Telequote

May 2021 - Dec 2021 (7 months)

Conduct outbound calls to Medicare-eligible clients, offering suitable insurance options and educating clients on benefits. Develop strong client relationships through effective communication.

Outbound Calling Client Communication Insurance Communication

Licensed Insurance Producer

Teleperformance

Oct 2020 - May 2021 (7 months)

Generate new business and maintain relationships with clients through outbound calls, ensuring exceptional service and accurate information.

Outbound Calling Client Services Microsoft Office

Licensed Insurance Producer

The Results Company

Apr 2018 - Jun 2019 (1 year 2 months)

Conducted outbound and inbound calls, identifying business opportunities and presenting tailored insurance solutions. Used CRM software and Microsoft Office tools for tracking interactions.

Business Outbound Calling CRM Software Microsoft Office

Customer Service Representative

Alorica

Jun 2016 - Mar 2017 (9 months)

Provided technical support for customers, troubleshooting issues and offering clear solutions. Collaborated with technical support teams for advanced issue resolution.

Technical Support Troubleshooting Customer Support Collaboration