David Cruz

Experience

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  Auto Insurance Discounters

  Apr 2005 - Jan 2012

  General Manager/Agent

  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.

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  Liberty Mutual Insurance

  Jan 2012 - Mar 2014

  Customer Service Specialist

  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. Show less

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  Bukaty Companies

  Mar 2014 - now

  Personal Lines Department Manager

  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. Show less