Amy LeForce
Licensed insurance agent, and Licensed financial professional
Glendale,Arizona
Summary
Dedicated and results-driven Licensed Insurance Agent with over a year and nine months of comprehensive experience in the insurance industry. Currently as a Member Experience Associate, enhances customer experiences by employing service-oriented behaviors, understanding customer desires and providing customized solutions to build loyalty. With my insurance license, I review written policies, by knowledge of various insurance products and regulations, ensuring accuracy in policy management and compliance review. All while consistently adapting to industry changes and maintaining the highest ethical standards.
Overview
24
24
years of professional experience
1
1
Notary Public Certification
1
1
P & C Insurance License
5
5
Financial Licenses
Work History
Member Experience Associate
AAA MWG
01.2023 - Current
- Help large volume of customers every day with a positive attitude and focus on customer satisfaction.
- Learned and maintained an in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
- Resolved concerns with products or services to help with retention and drive sales across all levels of the business for strong growth.
- Audit IPCs related to agent written policies to stay within compliance.
- Operated cash register for check, and credit card transactions with excellent accuracy levels.
- Followed proper protocol when notarizing documents, verifying signatures and dates for compliance.
- Stayed current with latest changes to applicable regulatory standards and company procedures.
- Passionate about learning and committed to continual improvement.
Independent Insurance Agent
West America Insurance Agency
03.2022 - 12.2022
- Sell auto, home, and other various insurance products to individuals within assigned territory using consultative selling techniques.
- Calculated premiums and established payment methods for sales.
- Maintained high standards of customer service by building relationships with clients.
NMA Insurance Agent
USAA
02.2021 - 02.2022
- Spent time with each customer, verbally reviewing and explaining documents for client comprehension.
- Sold auto, home, rental, and other various insurance products to individuals.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Finalized sales and collected necessary deposits.
High Net Worth Client Representative, Senior Assoc
Vanguard
09.2019 - 07.2020
- Participated in the Project Phoenix to assist with mapping out future PAS lead generation, and lead management, with email and outcall.
- Gathered customer information and maintained in CRM database.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs.
Flagship Orders II Brokerage Associate
Vanguard, Flagship
02.2017 - 09.2019
- Conferred with customers to assess market fluctuations and correct account problems.
- Organized securities sales and purchases on behalf of customers and companies.
- Leveraged knowledge of stock prices and trending changes to optimize collateral approaches.
- Built strong rapport with new and existing clients to better serve financial needs and promote brand loyalty.
- Educated clients on variety of brokerage products and available reduced cost options to promote valuable decision-making.
- Prepared orders to orchestrate transfers, tracked transactions and documented activities with detailed records.
- Input transfer data into Vanguards exchange of admiral funds and manually updated accounting and certificate records.
Investment Professional
Vanguard, Voyager Select
02.2013 - 02.2017
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth, increasing advice lead generation by 20%.
- Discussed financial options with clients and provided informed suggestions.
Institutional Participant Services Representative
Vanguard IIG
10.2008 - 02.2013
- Maximized customer satisfaction by handling more than 70 telephone interactions each day.
- Addressed 15 website inquiries per day, converting 100% into satisfied customers.
- Maintained calm, friendly demeanor with upset customers to de-escalate stressful situations.
- Exceeded team goals and collaborated with staff to implement customer service initiatives.
Medical Insurance Claims Processor
Sunrise Therapy
01.2008 - 10.2008
- Maintained knowledge of benefits claim processing, claims principles, medical terminology and procedures and HIPAA regulations.
- Reviewed provider coding information to report services and verify correctness.
Research & Adjustments Representative II
Bank Of America
11.2005 - 02.2008
- Checked incoming data for accuracy and integrity to identify and resolve problems.
- Applied high degree of accuracy and precision when preparing documentation of research procedures and data gathered.
- Designed and implemented program macros to carry out statistical analyses.
Tax Professional I
H&R Block Inc.
01.2004 - 05.2006
- Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
- Completed and filed returns with tax departments at local, state and federal levels.
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
- Finalized and processed paperwork with local, state and federal government authorities.
Operations Specialist II
Charles Schwab
02.2000 - 02.2005
- Filed paperwork according to standard operating procedures and entered data points into tracking system.
- Resolved customer problems with speed and professionalism to maintain high satisfaction ratings.
- Trained and guided employees on how to correctly open new accounts, quality control, process wire requests, and check OFAC databases for compliance procedures.
- Monitored closing disclosures to verify documents contained required signatures.
- Maintained current knowledge of products and applicable requirements, processes, procedures, internal policies and regulations.
Education
Some College (No Degree) - Pre-Law
Phoenix Community College
1202 W Thomas Avenue, Pheonix AZ 85013High School Diploma -
Trevor Browne High School
7402 W Catalina Dr, Phoenix, AZ 8503306.1993
Skills
- Client-focused service
- Rapport building
- Business growth and retention
- Customer needs assessment
- Policy analysis
- Training and coaching
- Problem resolution
- Computer proficiency
- Adaptability
- Research Proficiency
Timeline
Member Experience Associate
AAA MWG
01.2023 - Current
Independent Insurance Agent
West America Insurance Agency
03.2022 - 12.2022
NMA Insurance Agent
USAA
02.2021 - 02.2022
High Net Worth Client Representative, Senior Assoc
Vanguard
09.2019 - 07.2020
Flagship Orders II Brokerage Associate
Vanguard, Flagship
02.2017 - 09.2019
Investment Professional
Vanguard, Voyager Select
02.2013 - 02.2017
Institutional Participant Services Representative
Vanguard IIG
10.2008 - 02.2013
Medical Insurance Claims Processor
Sunrise Therapy
01.2008 - 10.2008
Research & Adjustments Representative II
Bank Of America
11.2005 - 02.2008
Tax Professional I
H&R Block Inc.
01.2004 - 05.2006
Operations Specialist II
Charles Schwab
02.2000 - 02.2005
Some College (No Degree) - Pre-Law
Phoenix Community College
High School Diploma -
Trevor Browne High School
Licenses
- Licensed Personal Lines Insurance Agent
- Notary Public
- SIE - Securities Industry Essentials Examination
- Series 7 - General Securities Representative Examination
- Series 6 - Investment Company Products/Variable Contracts Representative Examination
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