Alexis Davis-Lang
Waco,TX
Summary
Seeking an account management/administrative assistant position that offers challenge, growth and opportunity. Where I may optimize my extensive administrative, customer service, account management, training, and leadership skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Account Assistant/Account Manager
Jones Truck Insurance Agency
2021.01 - Current
- Enhanced financial reporting accuracy by diligently reconciling accounts and analyzing discrepancies.
- Streamlined account management processes for improved efficiency and reduced errors.
- Prepared new business & renewal submissions to send out to various markets to obtain quotes.
- Analyzed policies to find discrepancies and fix all errors to save the company from potential Errors and Omissions claims.
- Manage account from inception and throughout their entire policy term by shopping for quotes from different markets, proposing the quote, binding the quote and handing any endorsements, claims, and the variety of things that come up throughout the policy term.
- Educated colleagues on best accounting practices through training sessions or one-on-one guidance, fostering a knowledgeable team capable of handling complex tasks efficiently.
- Provided exceptional customer service by addressing client inquiries promptly and effectively, resulting in increased satisfaction rates and repeat business.
- Documented sales, customer interactions and concerns and generated update reports for senior management.
- Improved customer satisfaction by providing exceptional service and addressing policyholder concerns in a timely manner.
- Increased new business acquisition by actively prospecting for potential clients through phone calls, emails, and networking events.
- Maintained high client retention rates with regular follow-ups, personalized attention, and prompt resolution of issues.
- Provided expert advice on property and casualty insurance options, ensuring clients were well-informed to make educated decisions.
- Negotiated favorable terms for clients during the claims process, resulting in higher claim payouts and satisfied policyholders.
- Developed strong relationships with underwriters to secure competitive premiums and coverage options for clients.
- Continually expanded knowledge of industry trends and regulatory changes to provide accurate information to clients.
- Contributed to team success by sharing best practices and collaborating on strategies to achieve shared goals.
- Input data and produced reports using Applied Epic.
Customer Service Representative
C3 Customer Contact Channels
2017.09 - 2020.01
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Streamlined call center processes for improved efficiency and reduced wait times.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Collaborated with team members to develop best practices for consistent customer service delivery.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Exceeded performance metrics consistently, earning recognition as a top performer within the team.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Updated account information to maintain customer records.
Education
No Degree - Cosmetology
McLennan Community College
Waco, TXHigh School Diploma -
China Spring High School
China Spring, TX06.2015
Skills
- Project Assistance
- Presentation Design
- Report Generation
- Document Control
- Proficient in Applied Epic
- Data Entry
- Document Management
- Clerical Support
- Customer Relations
- Administrative Support
- Report Creation
- Account Maintenance
- Customer Relationship Management
- Data Inputting
- Payment Collection
- Data Analysis
- Data Entry and 10-Key
- Proficient in Microsoft Office
- Proficient in Outlook
- Commercial lines specialization
- Risk assessment expertise
- Technical insurance software
- Underwriting collaboration
- Insurance product knowledge
- Problem-solving aptitude
- Policy analysis proficiency
- Effective communication
- Client relationship management
- Attention to detail
- Analytical thinking
- Industry regulation understanding
- Adaptability and flexibility
- Data interpretation
- Teamwork and collaboration
- Organizational abilities
- Decision-making capabilities
- Strong negotiation skills
- Professional networking
- Claims management experience
- Records Management
- Audit Coordination
- Risk Analysis
- Client Prospecting
- Customer Billing
- Policyholder Communication
- Customer Engagement
- Account Management
- Email Marketing
- Licensing Requirements
- Insurance Coverage Verification
- Underwriter Selection
- Customer Follow-Up
- Call Center Customer Service
- Quotes and Sales
- Policy Renewals
- Critical Thinking
Certification
- Licensed Property and Casualty Insurance - General Lines Agent -License # 2827923
- Expires 01/31/2026
Timeline
Account Assistant/Account Manager
Jones Truck Insurance Agency
2021.01 - Current
Customer Service Representative
C3 Customer Contact Channels
2017.09 - 2020.01
No Degree - Cosmetology
McLennan Community College
High School Diploma -
China Spring High School
- Licensed Property and Casualty Insurance - General Lines Agent -License # 2827923
- Expires 01/31/2026
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