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Multiple Lines Insurance Representative with 25 years of experience working with Insurance Industry, Financial Specialist, and Public Assistance. Trained in project and time management with extensive knowledge of Microsoft , Electric Customer Relationship Management, People Soft, Indiana Client Eligible System , and Quicken books, and proven multitasking abilities. Committed to maintaining professional relationships with clients to increase profitability and drive business results.
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Department Of Agriculture – Russellville, AR,
- Customized insurance policies to individually needs of clients; routinely corresponded with clients to review their policies.
- Increased customer satisfaction ratings by 90% through proactive and actionable resolutions to questions, concerns or challenges.
- Processed client payments and updated accounts.
- Cultivated customer loyalty, promoted repeat customers and improved sales.
- Re-assess policies of existing clients when life-changing events occurs.
- Fill-out and submit applications, issue quotes, maintain client records and prepare reports.
- Keep abreast of industry and market trends and best practices.
COMPASS RESIDENTIAL & CONSULTING, Indianapolis, Ind – City, STATE,
- Financial specialist providing services and supports individuals with disabilities and mental illness. Working with individuals and their finances requires excellent communication and customer service skills. Being good with numbers and understanding standard financials.
- Maintained complete financial records for clients and paid their bills; managed their benefits; heavy communication with all case mangers.
- Spearheaded and maintained database for customers’ accounts; generated monthly reports.
- Developed and maintained courteous and effective working relationships.
- Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
- Demonstrated respect, friendliness and willingness to help wherever needed.
CFA STAFFING/XEROX, Indianapolis, Ind – City, STATE,
- Maintain integrity and confidentiality of all files and records, interviews content and private customer information.
- Ensure that all clients are greeted professional and courteous manner and are responded to within reasonable period of time.
- Indiana Client Eligible System (ICES) processing of all benefits applications, including those for financial assistance and food stamps.
- Scheduled appointments with applicants to gather information and explain benefits processes.
- Followed guidelines when reviewing applicant data to determine eligibility for economic assistance.
- Inputted all gathered information and researched data on applicants into computer system using Indiana Client Eligible System (ICES).
- Documented all communication with applicants and inputted information into system using Indiana Client Eligible System (ICES).
Indiana University-Purdue University At Indianapolis - Indianapolis, IN,
Center Nine Vocation School - Greenwood, IN,
John Marshall High School - Indianapolis, IN,
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School Attended
- Indiana University-Purdue University At Indianapolis
- Center Nine Vocation School
- John Marshall High School
Job Titles Held:
- Multiple Lines Insurance Representative
- Financial Specialist
- Eligibility Specialist, INDEPENDENT CONTRACTOR
Degrees
- Some College (No Degree)
- Certificate
- High School Diploma
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