David Cruz Email & Phone Number

Leawood Ks

Responsible for the department’s leadership, staff development, adherence to the agency’s operational procedures, carrier relationships, and department growth while continually cultivating a strong, professional, service-oriented relationship between staff and clients to ensure a high level of client satisfaction. Oversee all aspects associated with servicing auto and home insurance clients from initial new business quoting, proposal creation, binding, policy issuance, account setup to year-round service support and renewal. Maintain a strong relationship with clients. Service client needs during policy term, including ongoing contact to assess risk and coverage as client’s needs change.

Lees Summit, Mo

Provide exceptional customer service by responding to all inbound customer calls and written correspondences. Build rapport with each customer. Actively listen to customers requests and inquires. Retain policyholders who inquire about canceling through open listening, negotiation and policy review. Proactively identify and communicate policy transactions and impact to customer billing. Evaluate and make decisions regarding exceptions to payment plan and fees. Manage and utilize time effectives to ensure department meets requires service levels for improved customer satisfaction results.

Kansas City, Kansas

Managed non standard market insurance agency. Handled daily sales both in office and over the phone, customer relations and a staff of 3 Service Reps. Built strong relationships with multiple local referral sources.

Associate Of Arts (A.A.), Business Administration And Management, General

Associate Of Arts And Sciences (A.A.S.), Business Administration And Management, General