Amy K. Purves
Davis,CA
Summary
Proven track record in enhancing customer retention by streamlining policy renewal processes at Purves & Associates Insurance. Demonstrated expertise in insurance product knowledge and a goal-oriented mindset, alongside exceptional relationship-building skills. Achieved compliance with state regulations through meticulous administrative functions, ensuring a positive and engaging environment for clients and children at Amy's Childcare.
Overview
12
12
years of professional experience
Work History
Insurance Account Tech
Purves & Associates Insurance
10.2014 - Current
- Streamlined policy renewal processes for increased efficiency and improved customer retention rates.
- Managed front office by greeting & helping customers, answering and directing phone calls and emails
- Issues evidence of insurance and made changes to polices coverage.
- Processed in and out going mail and took care of bank deposits
Childcare Director
Amy's Childcare (myself)
07.2012 - 10.2014
- Engaged with parents and families to build positive relationships for children to thrive.
- Provided the basic and special needs for the children/infants in my home
- Planned and monitored curriculum and program activities and liaised with teachers to create fun and engaging learning experiences.
- Maintained accurate records of child attendance, medical information, and emergency contacts in compliance with state regulations.
- Communicated with local and state government agencies to maintain compliance with all regulations.
Education
Associate of Science - Social Sciences
BYU Idaho
Rexburg, ID08.1996
Skills
- Insurance product knowledge
- Claims Processing
- Goal-oriented mindset
- Call Center Customer Service
- Customer Engagement
- Relationship Building
- Insurance Practices
- Administrative Functions
- Customer Billing
Timeline
Insurance Account Tech
Purves & Associates Insurance
10.2014 - Current
Childcare Director
Amy's Childcare (myself)
07.2012 - 10.2014
Associate of Science - Social Sciences
BYU Idaho