Andrea Scheffler
Belhaven,United States
Summary
Active Property and Casualty License for NC. Expertise in account management with a proven track record in client communication and policy analysis. Proficient in generating quotes and resolving issues in a fast pace environment, resulting in improved customer satisfaction and achievement of sales goals. Experienced in record management and fostering team collaboration to drive business success.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Account Coordinator
Relation Insurance Services
Washington, NC
03.2024 - 06.2025
- Coordinated customer communication to ensure timely responses and service delivery.
- Generated quotes for new and existing customers facilitating new business opportunities and rewrites.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Collaborated with underwriters to clarify client needs and policy details.
- Maintained accurate records of customer interactions and policy changes in databases.
- Communicated with customers when issues arose to inform regarding problem resolution.
- Crafted training aids to facilitate peer development in professional roles.
Client Service Specialist
Relation Insurance Services
Washington, NC
03.2023 - 03.2024
- Assisted customers with insurance inquiries, policy information, and billing inquires.
- Educated customers on policy options and coverage details.
- Provided customer service to clients by responding to inquiries and resolving complaints.
- Managed upcoming rewrites and policy changes.
TASC Northern Area Coordinator
Coastal Horizons Center
Washington, NC
11.2016 - 02.2023
- Interviewed applicants, and recommended individuals for hiring, and evaluated staff performance.
- Worked closely with HR to support employee management and organizational planning.
- Identified and corrected performance and personnel issues to reduce impact to business operations.
- Utilized a document management system to organize company files, keeping up-to-date and easily accessible data.
- Organized and led client and staff meetings to provide updates and discuss team goals.
- Met state board requirements consistently as a Certified Alcohol and Drug Counselor maintaining required training hours for renewal every two years.
- Maintained operating schedules to provide effective coverage for key areas and achieve objectives for 16 counties.
TASC Care Manager
Coastal Horizons Center
Washington, NC
03.2008 - 11.2016
- Completed comprehensive assessments of clients' substance abuse history and treatment requirements to develop individualized treatment plans.
- Identified treatment goals based on individual diagnosis, history, and individual's desired outcome.
- Administered referral process to assist client access to special programs and services including care management services.
- Maintained updated knowledge through continuing education and advanced training.
- Worked closely with NCDPS and community agencies to ensure clients receive the best possible care.
Qualified Mental Health Professional
Life, Inc.
Washington, NC
07.2003 - 03.2008
- Supervision of staff providing direct client care.
- Provided intensive in-home services to educate family members and help each support clients by improving coping techniques.
- Created client treatment plans based on assessments, goals, and the client's desired outcomes.
- Reviewed client documentation to ensure insurance guidelines are met for billing.
- Adhered to HIPAA confidentiality requirements.
- Collaborated closely with the treatment team to coordinate client care services and monitor progress.
Education
Bachelor of Science - Counseling
Mid Atlantic Christian University
Elizabeth City, NC06-2003
Skills
- Client communication
- Policy analysis
- Quote generation
- Record management
- Issue resolution
- Customer relationship management
- Team collaboration
- Time management
- Account management
Certification
- North Carolina Property and Casualty License - Active
Timeline
Account Coordinator
Relation Insurance Services
03.2024 - 06.2025
Client Service Specialist
Relation Insurance Services
03.2023 - 03.2024
TASC Northern Area Coordinator
Coastal Horizons Center
11.2016 - 02.2023
TASC Care Manager
Coastal Horizons Center
03.2008 - 11.2016
Qualified Mental Health Professional
Life, Inc.
07.2003 - 03.2008
Bachelor of Science - Counseling
Mid Atlantic Christian University