Izzy A.

Generated personal lines quotes for Auto, Home, Renters, Condo, and Umbrella policies with a focus on same-day turnaround, providing consistent support for various agency clients. Conducted thorough multi-carrier comparisons among insurers such as National General Insurance, Allstate, and Progressive to analyze coverage differences and pricing variations. Assisted in the placement of complex risks by submitting to multiple carriers while adhering to underwriting guidelines and ensuring correct documentation for compliance. Reviewed vital underwriting details including declarations pages and claims history to ensure accurate ratings. Processed quotes for clients in TX, TN, PA, IL, and MS, utilizing CRM tools like EZLynx and Applied Epic to maintain organized records. Employed rating platforms such as EZLynx Rater and TurboRater for effective multi-carrier rating while supporting client retention through remarketing initiatives.

Provided extensive remote customer support via phone, chat, and email, addressing technical, billing, and account-related issues. Built rapport to enhance customer retention, skillfully de-escalating concerns while delivering tailored solutions. Resolved a range of hardware and software problems, achieving high levels of first-contact resolution. Handled billing inquiries and managed subscription updates, ensuring accuracy in all transactions. Set up logistics for HP Instant Ink deliveries while clearly explaining product features to support informed purchasing decisions. Documented customer interactions within CDAX and Microsoft Dynamics while identifying upselling opportunities through consultative selling to promote relevant HP products.

Offered one-on-one academic assistance in subjects such as English and Mathematics to various high school and college students. Supported learners with their assignments and exam preparations, tailoring study techniques to their individual needs. Created structured study plans to enhance comprehension and writing skills while promoting independent learning and critical thinking through proactive mentoring.