Summary
Overview
Work History
Education
Skills
Certification
Roles And Responsibilities
Personal Information
References
Timeline
Generic

Loa Parker

Jasper,TN

Summary

Proactive professional with 3+ years of experience and a proven knowledge of customer service, project planning, and consultative sales. Aiming to leverage my skills to successfully fill a Customer Relations role at your company.

Overview

7
7
years of professional experience
1
1
Certification

Work History

ADMINISTRATIVE ASSISTANT

SafeStreetsUSA
09.2021 - Current
  • Perform general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work
  • Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals
  • Locate and attach appropriate files to incoming correspondence requiring replies
  • Learn to operate new office technologies as they are developed and implemented
  • Schedule and confirm appointments for clients, customers, or supervisors.

Senior Insurance Producer

Liberty Mutual
04.2022 - 08.2024
  • Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
  • Proficient in process and regulations for Liberty Mutual as well as affiliate companies such as National General, Progressive, Bristol West, Dairyland, and others
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Adhered to all regulations for insurance sales.
  • Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.

SALES

Progrexion
11.2017 - 09.2020
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans
  • Contact applicants to resolve questions about applications or to assist with resolving credit issues
  • Maintain current knowledge of credit regulations
  • Sell financial wellbeing and future security by coaching potential clients in where they are at currently vs
  • Where they want to be financially and from a credit stance.

Education

High School Diploma -

SUGAR SALEM HIGH SCHOOL
Sugar City, ID
06.2005

Skills

  • Experienced in customer service
  • Team lean and management experience
  • Call center experience
  • Customer Service

Certification

PMP, Rexburg, ID

Roles And Responsibilities

  • Perform general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work.
  • Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
  • Locate and attach appropriate files to incoming correspondence requiring replies.
  • Learn to operate new office technologies as they are developed and implemented.
  • Schedule and confirm appointments for clients, customers, or supervisors.
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Contact applicants to resolve questions about applications or to assist with resolving credit issues.
  • Maintain current knowledge of credit regulations.
  • Sell financial wellbeing and future security by coaching potential clients in where they are at currently vs. where they want to be financially and from a credit stance

Personal Information

Title: Customer Relations

References

References available upon request

Timeline

Senior Insurance Producer

Liberty Mutual
04.2022 - 08.2024

ADMINISTRATIVE ASSISTANT

SafeStreetsUSA
09.2021 - Current

SALES

Progrexion
11.2017 - 09.2020

High School Diploma -

SUGAR SALEM HIGH SCHOOL
Loa Parker