Insurance Clerk Resume Example Clint Kammerer Insurance Agency

INSURANCE CLERK

Professional Summary

Highly skilled Insurance Agent/Producer with 8 years experience in P&C insurance. Working within a fast paced insurance and office environment. I am seeking an Administrative Assistant/Customer Service position in an area suitable to my background. I am committed to providing exceptional customer service. Establish rapport with management and staff through quality of service and personal interaction.

Skills

Excellent judgment
Strong work ethic
Upselling techniques
Adaptability
Problem-solving
Quick learner

Time management
Employee training
Ability to multi-task and prioritize the workflow
Bilingual- Fluent in English and Spanish
Insurance licensed -P&C and Life
Possess positive professional attitude with the ability to work under pressure in a high paced environment

Work History

Clint Kammerer Insurance AgencyInsurance Clerk//Lodi, CA//September 2012 to January 2014

Identified issues and took appropriate action to deliver speedy resolution
Responded to customer calls within 24 hours to swiftly resolve issues and answer questions
Made contact with insurance carriers to discuss policies and individual patient benefits
Sent friendly payment reminders of premium payments due and notified insured of any rate changes
Posted payments to accounts and maintained records
Reviewed and verified data, including addresses, phone numbers, names, ages, and values
Carried out administrative tasks by communicating with clients, distributing mail and scanning documents
Modified, updated and processed existing policies

St. France's Yacht ClubWaitress/Lead Waitress//San Francisco, CA//May 2006 to May 2016

Used correct cleaning, sanitizing and food handling procedures to maintain optimal protections for customers
Kept server areas clean and stocked during service hours to increase efficiency while serving tables
Cleaned outdoor eating area and indoor dining room by wiping tables, placing trash in receptacles and restocking napkin dispensers
Performed complete opening, closing and shift change duties to keep banquet working efficiently and teams ready to meet members needs
Loaded trays with accessories, including eating utensils, napkins and condiments
Trained incoming staff on restaurant's practices, culture and procedures to maximize job satisfaction and productivity
Managed waitstaff of 20+ servers and 60 tables during club cruises
Assisted with various banquet food stations, set up and service to multiple dining areas
Restocked salad bar and buffet for lunch and dinner service
Set dining tables to prepare for diverse types of events and follow strict service standards
Folded napkins and prepared silverware sets to provide adequate supply for host station
Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness

Rosa M Lopez Insurance AgencyInsurance Agent//Lodi, CA//January 2014 to Current

Approached potential clients by using direct marketing techniques, including mailings and phone contacts
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
Up-sold additional products and services after identifying customer needs and requirements
Built relationships with clients through active listening and bilingual (Spanish) to provide excellent service
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation
Responded to customer calls within 24 hours to swiftly resolve issues and answer questions
Identified issues and took appropriate action to deliver speedy resolution
Completed coverage applications to obtain underwriting approvals
Developed and maintained long-term relationships with policyholder's and small business entities
Spent ample time with each customer, going over and explaining documents to ensure that key information was understood
Maintained high standards of customer service by building relationships with clients

St. France's Yacht CubLead Bartender//San Francisco, CA//May 2016 to Current

Mixology Certificate
Consulted with managers to organize special events and promotions cocktail specials
Developed unique drink and cocktail offerings weekend specials
Took customer orders and capitalized on opportunities to sell special beverage and food options
Up-sold daily specials and beverage promotions to exceed daily sales goals
Kept alcoholic beverages well-stocked and organized to meet expected demands
Assisted servers with specialty drinks orders by preparing on-demand items without delay
Kept bar tidy to keep members areas fresh and clean
Poured and prepared mixed drinks for over 500 members during club cruises
Prepared garnishes by evenly slicing and pitting fruits
Kept accurate inventories and notified management of ordering needs for liquor, beer, wine and bar supplies
Took inventory, restocked supplies

Education

GEDStockton Adult School//Stockton, CA//2007

Accomplishments

Awarded and recognized as Employee of the Month in 2019 for exceptional customer service with St. Francis Yacht Club

Resume Overview

Companies Worked For:

Clint Kammerer Insurance Agency
St. France's Yacht Club
Rosa M Lopez Insurance Agency
St. France's Yacht Cub

School Attended

Stockton Adult School

Job Titles Held:

Insurance Clerk
Waitress/Lead Waitress
Insurance Agent
Lead Bartender

Degrees

Insurance Clerk Resume Example

Resume Score: 80%

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