Summary
Overview
Work History
Education
Skills
Timeline
Generic

Stacey Atkinson

Rugby,ND

Summary

Proven track record in insurance sales and client relationship management, notably at NuLine Insurance Services. Excelled in risk assessment and insurance product expertise, enhancing customer satisfaction and loyalty. Demonstrated strong organizational skills and professionalism, achieving significant client base growth. Skilled in both team collaboration and independent work.

Overview

32
32
years of professional experience

Work History

Licensed Insurance Agent

NuLine Insurance Services
09.2020 - Current
  • Calculated quotes and educated potential clients on insurance options.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using cross-selling techniques.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
  • Assisted clients through the claims process.

Customer Service Representative

North Star Community Credit Union
02.2017 - 09.2019
  • Answered customer inquiries and provided accurate information regarding products and services.
  • Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
  • Provided exceptional customer service to members by resolving complaints and processing transactions in a timely manner.

Accounts Payable Clerk

Heart of America Medical Center
04.2011 - 02.2017
  • Reviewed vendor invoices for appropriate documentation and validity prior to payment.
  • Prepared vendor invoices and processed incoming payments.
  • Assisted in month-end closing procedures, ensuring all invoices were processed on time to reflect accurate financial statements.
  • Maintained good working relationships with vendors and resolved disputes.
  • Prepared checks for payment of vendor invoices in a timely basis.
  • Reconciled vendor statements, investigated and resolved discrepancies.

Licensed Real Estate Agent

McClintock Agency, Inc.
09.1992 - 06.2010
  • Assisted clients in navigating complex real estate transactions, guiding them through every step of the process.
  • I was also a Licensed Insurance Agent with the same job descriptions as my current position with NuLine.
  • I also acquired my Real Estate Appraiser's License during my employment at McClintock's. I learned many valuable skills including learning land descriptions by reading a land atlas and city plat maps.
  • I no longer have my RE sales or appraisers license.

Education

High School Diploma -

Rugby High School
Rugby, ND
05.1991

Skills

  • Insurance sales expertise
  • Risk Assessment Knowledge
  • Insurance product expertise
  • Client Relationship Management
  • Ethics and Professionalism
  • Works well independently
  • Excellent teamwork
  • Strong organizational skills

Timeline

Licensed Insurance Agent

NuLine Insurance Services
09.2020 - Current

Customer Service Representative

North Star Community Credit Union
02.2017 - 09.2019

Accounts Payable Clerk

Heart of America Medical Center
04.2011 - 02.2017

Licensed Real Estate Agent

McClintock Agency, Inc.
09.1992 - 06.2010

High School Diploma -

Rugby High School

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Stacey Atkinson