Alexia Jordan
Rock Hill,North Carolina
Overview
7
7
years of professional experience
Work History
Client Service Team Lead
AmWINS Insurance Group
Charlotte, NC
12.2022 - Current
- Queue management: Ensuring that the binders specialist are working the queue efficiently and are staying within binders team service level agreements. Monitor the binders queue and auditing for duplicate items and error emails.
- Peer Support Training: Provide market up-training for specialist and peer reviews to ensure information is learned. Provide coaching for specialist who receive account errors to prevent performance trends. Complete monthly quality audits on binders accounts.
- Binding: Consistently maintain efficient and quality service levels and metrics as an individual contributor on the binders team. Learning new markets and the Amwins team onboards so that information can be used in training material. Binding authority market knowledge and brokerage market knowledge.
- Cross Training and Support: Undergoing training in other client service tem areas to offer support. Providing training to onshore and offshore teams
Client Service Specialist Binders Team
AmWINS Insurance Group
Charlotte, NC
03.2021 - 12.2022
- Binding: Pulling bind orders from the binders queue using data processing and data entry to bind the account accurately and efficiently. Maintain binders service level agreements by working consistently and maintain quality metrics as an individual contributor.
- Training: Undergoing constant training and coaching to ensure constant growth and development. Solo training and material review to maintain quality work.
- Cross Training and Support: Cross trained with policy issuance and learned how to issue the policy after binding. Participated in the binding to issuance test group.
Claims Field Assistant
North Carolina Farm Bureau Insurance
Fayetteville, NC
03.2020 - 03.2021
- Secretarial and Administrative: Received incoming calls and transfer them to appropriate parties. Received and opened incoming mail and stamped and forward outgoing mail.
- Data Entry and Processing: File and collect claim information on adjusters behalf. Take loss reports, order police reports and appraisals. Issue checks and stop payments when necessary. Close claim files after claim resolution.
- Cross Training: Assisting the adjuster in the field with claims as requested by the District Claims Manager. Assist in handling glass and small claims.
Lead Style Advisor
Target
Rock Hill, SC
12.2016 - 01.2020
- Facilitation and Learning and Developmental Training: Facilitated style members onboarding training and developmental training. Constant one on one meetings with team members to ensure established developmental goals are being met
- Management and Self Development: Overseeing and assisting with the style area in the store. Delegating task out to the style members. Team member coaching and peer meetings to discuss progress. Ensure I maintained my own consistent work and developmental progress.
- Customer Service: Maintaining positive relationships with customers in store. Promote Target sales, Target credit cards, and the Target app to increase sales and store traffic.
- Peer Support and Cross Training: Cross training in other areas in the Target store to assist when needed.
Education
Bachelor of Science - Biology
University of South Carolina - Columbia
Columbia, SC01-2020
High School Diploma -
Rock Hill High School
Rock Hill, SC01-2016
Skills
- Management
- Data Analytics
- Risk Analysis
- Sales
- Insurance
Timeline
Client Service Team Lead
AmWINS Insurance Group
12.2022 - Current
Client Service Specialist Binders Team
AmWINS Insurance Group
03.2021 - 12.2022
Claims Field Assistant
North Carolina Farm Bureau Insurance
03.2020 - 03.2021
Lead Style Advisor
Target
12.2016 - 01.2020
Bachelor of Science - Biology
University of South Carolina - Columbia
High School Diploma -
Rock Hill High School
Similar Profiles
Jessica FergusonJessica Ferguson
Accounting Analyst II at AmWINS Access Insurance ServicesAccounting Analyst II at AmWINS Access Insurance Services
Pamela CopelandPamela Copeland
Vice President | Professional Lines Broker at Amwins Access Insurance ServicesVice President | Professional Lines Broker at Amwins Access Insurance Services
Kelly FaourKelly Faour
Property Marketing Broker at Amwins Insurance Brokerage LLCProperty Marketing Broker at Amwins Insurance Brokerage LLC
DaQuelle JonesDaQuelle Jones
IT Technical Support Technician at ECPI UniversityIT Technical Support Technician at ECPI University