Focused and dedicated insurance professional motivated to provide superior customer service and drive sales through cold calling, referrals and strategic outside marketing activities.
Skills
Microsoft Office proficiency Problem resolution
Excel spreadsheets Inventory systems
Meticulous attention to detail Account Payable/Receivable
Time management Report analysis
Advanced MS Office Suite knowledge Adobe software
Report development Expert in customer relations
Report writing Advertising
Meeting planning Expense control
Mail management Preparation of letter or correspondence
Business writing Strong organizational skills
Schedule management
Experience
02/2017 to Current
Customer Service & SalesVerizon – Acworth, GA,
Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
Processed quotes, applications, payments, corrections, endorsements and cancellations.
Implemented and monitored new underwriting guidelines
Prepared necessary paperwork to process insurance sales and renewals.
Promoted agency products to customers in person, on the telephone and in writing.
Submitted up-to-date activity and production logs to agency management for review.
Promote client retention through high-quality service and follow through.
Present and clearly explained insurance policy options to clients based on their needs and goals.
Assist with managing the office.
05/2014 to 02/2017
Customer Service & SalesBrightway Insurance – City, STATE,
Promoted agency products to customers in person, on the telephone and in writing.
Prepared necessary paperwork to
process insurance sales and renewals.
Submitted up-to-date activity and production logs to agency management for
review.
Followed up with potential clients regarding online information requests.
Promoted client retention through
high-quality service and follow through.
Presented and clearly explained insurance policy options to clients based on
their needs and goals.
Finalized and maintained all types of personal lines insurance policies within the agency.
09/2011 to 03/2014
Legal AssistantSiegfried, Rivera, Lerner & Delatorre – City, STATE,
Designed electronic file systems and maintained electronic and paper files.
Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests
for information.
Served as central point of contact for all outside vendors needing to gain access to the building.
Planned meetings and prepared conference rooms.
Wrote reports and correspondence from dictation and handwritten notes.
Made copies, sent faxes and handled all incoming and outgoing correspondence.
Created PowerPoint presentations used for business development.
Organized files, developed spreadsheets, faxed reports and scanned documents.
Drafted meeting agendas, supplied advance materials and executed follow-up for meetings and team
conferences.
Planned travel arrangements for executives and staff.
Conducted client interviews and all client intake services.
Corresponded daily with clients, insurance adjusters, doctors and attorneys.
Composed and typed routine letters of correspondence.
Acted as the point of contact for all incoming co-counsel requests.
Used computer databases, credit reports, tax and legal filings to locate persons and compile information for
investigations.
Drafted, received and tracked due diligence checklist.
Met with clients and other legal professionals to discuss case details.
Education and Training
Expected in 2008
Associate of Arts: Paralegal Ashworth University - Norcross, Ga GPA: Paralegal
Expected in 2007
: Insurance Customer Representative Gold Coast School - West Palm Beach , FL GPA: 440 License
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