Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Charles Smith

Chicago

Summary

Dynamic professional with a proven track record in managing complex client inquiries and mentoring team members. Skilled in time management and collaboration, consistently enhancing operational efficiency and customer satisfaction through proactive support and personalized communication.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Senior Client Service Representative

Marsh & McLennan
Chicago, IL
01.2023 - Current
  • Facilitated client onboarding processes, ensuring seamless integration and satisfaction.
  • Managed complex client inquiries, delivering timely resolutions to enhance service quality.
  • Developed and maintained strong client relationships through proactive communication and support.
  • Issue Certificates of Insurance and Auto ID Cards.
  • Help conduct annual Audits with collaboration from clients.
  • Mentor new team members.
  • Maintained detailed records of client interactions, allowing for personalized follow-ups and targeted communications.

Client Service Representative /Project Manager

CS Insurance Strategies
Chicago, IL
08.2018 - 01.2023
  • Managed client inquiries and resolved issues efficiently, ensuring high customer satisfaction.
  • Provided detailed product information and policy explanations to clients, enhancing their understanding of services.
  • Maintained accurate records of client interactions and transactions, improving data management practices.
  • Collaborated with team members to streamline processes for increased operational efficiency and service delivery.
  • Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
  • Managed incoming calls, providing prompt and accurate information to clients about products and services.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.

Education

Associate of Science -

DePaul University
Chicago, IL
06.2018

Skills

  • Sales experience
  • Client retention strategies
  • Industry expertise
  • Strong leadership
  • Time Management
  • Complaint handling
  • Client support
  • Meeting deadlines
  • Account management
  • Database management
  • System documentation
  • Teamwork and collaboration
  • Calm and professional under pressure

Certification

Property/Casualty Insurance License

Commercial Lines Coverage Specialist

Timeline

Senior Client Service Representative

Marsh & McLennan
01.2023 - Current

Client Service Representative /Project Manager

CS Insurance Strategies
08.2018 - 01.2023

Associate of Science -

DePaul University
Charles Smith