(614) 555-0187 ◇ Columbus, OH
denise.wakefield@example.com ◇ linkedin.com/in/denise-wakefield ◇ denisewakefield.com
Insurance customer service representative with 6 years in personal lines insurance, currently a senior representative at a regional property and casualty insurer handling about 70 calls and 40 emails a day on auto and home policies. Holds a 96% customer satisfaction score across 2 years, a 91% first-contact resolution rate, and a 0 error record on 3 quality audits. Retained 320 policies worth $410,000 in annual premium in 1 year through a renewal review process, and trained 12 new representatives. Licensed in property and casualty in 4 states. Treats every call as someone with a real problem, not a ticket number.
Coursework in Customer Relations, Business Communication, Principles of Insurance, Accounting Fundamentals, and Computer Applications.
Licensed in 4 states. Also completed a customer service excellence course in 2021 and an insurance fraud awareness course in 2024.
- Handle about 70 calls and 40 emails a day on auto and home policies for a regional insurer with 280,000 policyholders, promoted to senior representative after 14 months.
- Hold a 96% customer satisfaction score across 2 years, a 91% first-contact resolution rate against a team average of 78%, and a 0 error record on 3 quality audits.
- Retained 320 policies worth $410,000 in annual premium in 1 year through a renewal review process now used by the 40-person service team.
- Serviced about 3,000 personal lines policies for an independent agency over 2.5 years, handling 50 calls a day and about 600 endorsements a year.
- Cut billing-related calls 30% by building a payment reminder and autopay enrolment process that enrolled 900 clients.
- Held a 94% client retention rate on the assigned book against an agency average of 88%.
- Answered about 30 calls a shift and processed 40 policy documents a day while completing an associate degree over 21 months.
- Built a client document checklist that cut incomplete applications about 35%.
- Promoted to full-time representative after 21 months and passing the state licensing exam on the first attempt.
Renewal Review and Retention Process. Built a renewal review process with a 45-day pre-renewal outreach call, a coverage and discount check against 12 criteria, a competitive rate comparison script, and a retention offer guide approved by underwriting, piloted on 600 renewals before rollout to 40 representatives, which retained 320 policies worth $410,000 in annual premium in 1 year and raised the team retention rate from 84% to 90%.
First-Contact Resolution Programme. Analysed 500 repeat-contact cases to identify the 8 most common reasons for callbacks, wrote 20 knowledge base articles and a coverage explanation guide, and ran 6 team training sessions, which raised the team first-contact resolution rate from 78% to 86% and cut average handle time 12%.
Autopay and Billing Reminder Enrolment. Designed an autopay enrolment campaign with a scripted offer at every billing call, a text and email reminder sequence 10 days before the due date, and a monthly enrolment report, which enrolled 900 clients, cut billing-related calls 30%, and cut policy cancellations for non-payment 25%.
- Member of an insurance professionals association chapter, attending about 6 events a year.
- Volunteer interpreter for a community legal aid clinic 2 evenings a month.
- Run a neighbourhood book club of 15 members meeting monthly.
- Trained 12 new representatives through a 3-week onboarding programme with a 100% licensing pass rate.
- Lead the weekly quality calibration session for a service team of 40.
- Serve as the escalation point for complex coverage questions, handling about 15 escalations a week.

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