Summary
Overview
Work History
Education
Skills
Timeline
BusinessAnalyst
Alexis Barney

Alexis Barney

Brushton,NY

Summary

Knowledgeable and dedicated customer service professional with extensive experience in the Property & Casualty Insurance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Specialize in quality, speed and process optimization with passion for developing relationships, cultivating partnerships and growing businesses. Motivated to maintain customer satisfaction and contribute to company success.

Overview

7
7
years of professional experience

Work History

Licensed Property and Casualty Insurance Agent

King-Clark Co Inc
Malone, NY
05.2020 - Current
  • Customized insurance programs to suit individual client needs by analyzing specific requirements.
  • Recommended type and amount of coverage based on analysis of customers' circumstances.
  • Reviewed policy applications for errors to facilitate quick completion of application process.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Finalized sales and collected necessary deposits.
  • Conducted annual reviews of existing policies to update information.
  • Conducted full claim investigations and reported updates and legal actions.
  • Reviewed new files to determine current status of claim and to develop plan of action.
  • Prepared insurance claim forms or related documents and reviewed for completeness.
  • Handled approximately 500 outbound and inbound calls per week to qualify individuals interested in purchasing insurance coverage and existing clients

Senior Teller

SeaComm Federal Credit Union
Malone, NY
05.2017 - 05.2020
    • Completed highly accurate, high-volume money counts under dual verification via both manual and machine-driven approaches.
    • Politely assisted over 100 customers per day in fast and high-pressure environment.
    • Investigated and promptly resolved issues with member accounts.
    • Answered customer inquiries regarding account balances, transaction history, and services charges.
    • Learned about customer's financial needs, established trust and optimized cross-sales opportunities resulting in quality customer service.
    • Balanced staff and vault at end of day and secured monies in accordance with established procedures.
    • Adhered to dual control processes and audited cash drawers routinely to reduce losses due to accounting errors and employee theft.
    • Investigated staff out-of-balance conditions and instituted corrective procedures.

Cashier

Price Chopper Supermarkets
Malone, NY
11.2015 - 04.2017
  • Led opening and closing procedures and conducted cashier drops, cash control, and vault monitoring as well as vault balancing.
  • Operated cash register for cash, check and credit card transactions with excellent accuracy levels.
  • Answered questions regarding store policies and addressed customer concerns.
  • Maintained secure cash drawers, promptly resolving discrepancies in daily totals.
  • Mentored new team members on POS system operation, customer service strategies and sales goals.
  • Processed accurate and efficient sales and return transactions to facilitate customer satisfaction.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Executed wire transfers, stop payments and account transfers.
  • Trained team members on cash register operation and cash handling.

Education

High School Diploma -

Franklin Academy High School
Malone, NY
06.2016

Skills

  • Policy Feature Explanations
  • Completing Applications
  • Contract Review and Analysis
  • Time Management
  • Staff Supervision
  • Data Entry
  • Complex Information Interpretation
  • Financial Needs Assessment
  • Administrative Support
  • Customer Satisfaction
  • Call Center Customer Service

Timeline

Licensed Property and Casualty Insurance Agent

King-Clark Co Inc
05.2020 - Current

Senior Teller

SeaComm Federal Credit Union
05.2017 - 05.2020

Cashier

Price Chopper Supermarkets
11.2015 - 04.2017

High School Diploma -

Franklin Academy High School
Alexis Barney