Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Timeline
Generic

Adreann Moses Lachney

Effie,USA

Summary

Dedicated professional with a strong foundation in the insurance industry, starting a career at 17. Balances a fulfilling personal life with a wonderful family, including two children and a supportive spouse. Committed to leveraging extensive experience and interpersonal skills to contribute positively in any role. Passionate about fostering relationships and delivering exceptional service while maintaining a harmonious work-life balance.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Licensed Insurance Agent

Simmesport State Bank
12.2020 - Current
  • Complying insurance coverage with the FDIC.
  • Balancing accounts.
  • Insurance verification.
  • Customer service.
  • Successfully launched a department solo in six months.
  • Enforced insurance requirements for collateral holdings.
  • Handle claim submissions.
  • Managed rebates related to life insurance policies.

Office Management

Couvillion Consulting, LLC.
07.2014 - 03.2020
  • Managed office resources and streamlined workflows for optimal productivity.
  • Licensed in Property and Casualty.
  • Customer Service Specialist
  • Experience with the Affordable Health Care Act
  • Group Benefit Coverage Specialist
  • Managed group benefits for multiple large businesses.
  • Manage Property & Casualty business.

Insurance Sales Representative

Reeves Coon & Funderburg
03.2011 - 05.2014
  • Property & Casualty Insurance.
  • Proficient in developing and preserving client relations in the insurance field.

Insurance Service Representative

The Cottonport Bank
01.2006 - 03.2011
  • Worked alongside Community Financial Insurance Center.
  • Licensed Property & Casualty top Insurance Producer CISR.
  • Processed payments efficiently.
  • Facilitated policy endorsements
  • Filed claims efficiently.

Certified Insurance Service Representative

1st Insurance Marksville
07.2001 - 04.2005
  • Certified Insurance Customer Service Representative.
  • Strong administrative skills.
  • Taking payments and phone calls, clerical duties.
  • Created detailed insurance policy documents.
  • Handled claim submissions promptly.

Education

High school diploma -

Marksville High School
Marksville, LA
05.2001

Skills

  • Account Management
  • Clerical Experience
  • People Person
  • Office experience
  • Sales Experience
  • Insurance Sales
  • Customer service
  • Underwriting
  • Microsoft Office
  • Office Management

Certification

  • Property and Casualty License
  • Life and Health Insurance License
  • Certified Insurance Service Representative

Personal Information

Work Permit: Authorized to work in the US for any employer

Timeline

Licensed Insurance Agent

Simmesport State Bank
12.2020 - Current

Office Management

Couvillion Consulting, LLC.
07.2014 - 03.2020

Insurance Sales Representative

Reeves Coon & Funderburg
03.2011 - 05.2014

Insurance Service Representative

The Cottonport Bank
01.2006 - 03.2011

Certified Insurance Service Representative

1st Insurance Marksville
07.2001 - 04.2005

High school diploma -

Marksville High School
Adreann Moses Lachney