Summary
Overview
Work History
Education
Skills
Timeline
Generic

Angelia Lott

Pulaski,Mississippi

Summary

Accomplished Insurance Agent with a proven track record at Smith County Farm Bureau, demonstrating exceptional client relations and policy knowledge. Skilled in crafting personalized insurance solutions, resulting in increased customer satisfaction and loyalty. Expertise in relationship building and policy renewals, consistently exceeding sales quotas by leveraging professional ethics and customer service excellence. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.

Overview

38
38
years of professional experience

Work History

Insurance Agent

Smith County Farm Bureau
Raleigh, MS
06.2011 - 08.2022
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Worked closely with other team members to optimize sales strategies and achieve regional goals.
  • Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
  • Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
  • Reduced policy lapses by establishing proactive communication strategy to educate clients on importance of continuous coverage.
  • Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
  • Organized community outreach programs to raise awareness about importance of insurance, generating new leads.

Substitute Teacher

Smith County Schools
Raleigh, MS
05.2006 - 06.2011
  • Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
  • Upheld classroom routines to support student environments and maintain consistent schedules.
  • Developed strong rapport with students through consistent encouragement and support, fostering a positive learning atmosphere conducive to academic growth.
  • Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.
  • Enhanced classroom management by implementing positive reinforcement strategies and maintaining clear expectations for behavior.
  • Supervised lunchroom and recess activities.
  • Maintained accurate records of student attendance, grades, and progress reports, ensuring timely submission to administration for reporting purposes.

Secretary/Cashier

East Lakeland OB/GYN Associates
Flowood, MS
04.1996 - 04.2000
  • Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
  • Answered multi-line phone system and enthusiastically greeted callers.
  • Maintained daily report documents, memos and invoices.
  • Scheduled appointments and conducted follow-up calls to clients.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Provided comprehensive support to new staff, facilitating faster integration into team.
  • Managed incoming and outgoing correspondence, maintaining confidentiality and timeliness.
  • Streamlined invoice processing, improving accuracy and efficiency of financial operations.
  • Maintained a high level of confidentiality by handling sensitive patient information with discretion and care.
  • Communicated with patients, insurance companies and providers through phone calls, emails and office drives concerning formularies and coverage limits.
  • Provided exceptional customer service to patients, addressing concerns promptly and professionally.
  • Reduced wait times for patients by implementing efficient check-in and check-out procedures.
  • Supported billing staff by making corrections to invoices and insurance submissions.
  • Increased office efficiency with effective management of medical records and documentation.
  • Facilitated timely billing processes to ensure accurate and prompt reimbursement from insurance providers.
  • Updated and maintained schedules for patients as well as managed client correspondence.
  • Received, recorded and filed medical payments by check, cash, and credit card.
  • Pulled charts and prepared for nurse and doctor assessment.
  • Verified benefits and worked with insurance companies to obtain payments.
  • Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.

Pharmacy Technician

Wal Mart
Forest, MS
08.1994 - 12.1998
  • Answered incoming phone calls and addressed questions from customers and healthcare providers.
  • Stocked, labeled, and inventoried medication to keep accurate records.
  • Enhanced pharmacy workflow by assisting pharmacists with medication dispensing, labeling, and packaging.
  • Calculated dosage, filled prescriptions, and prepared prescription labels with absolute accuracy.
  • Promoted patient confidentiality by adhering to HIPAA regulations when handling personal information during transactions.
  • Solved customer problems in-person or over telephone by providing assistance with placing orders, navigating systems, and locating items.
  • Counted and labeled prescriptions with correct item and quantity.
  • Assisted in maintaining a clean and organized work environment, ensuring compliance with safety regulations.
  • Increased overall pharmacy productivity by restocking supplies, organizing shelves, and maintaining cleanliness according to standards.
  • Provided exceptional customer service, fostering positive relationships with both new and returning patients at the pharmacy counter.

Secretary/Sales Associate

Batte Lumber Company
Forest, MS
06.1984 - 08.1994
  • Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
  • Answered multi-line phone system and enthusiastically greeted callers.
  • Maintained daily report documents, memos and invoices.
  • Scheduled appointments and conducted follow-up calls to clients.
  • Entered data into system and updated customer contacts with information to keep records current.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Streamlined invoice processing, improving accuracy and efficiency of financial operations.
  • Managed sensitive and confidential information with discretion, upholding integrity of executive communications.
  • Oversaw inventory of office supplies, ensuring availability and cost-efficiency.

•. Payroll and all reports for 100+ employees was done by hand.

Education

Diploma -

Raleigh High School
Raleigh, MS
05.1984

Skills

  • Customer Service
  • Licensed Insurance Agent
  • Professionalism and Ethics
  • Quotes and sales
  • Customer follow-up
  • Client Relations
  • Auto insurance
  • Policy Knowledge
  • Account Management
  • Policy writing
  • Health insurance
  • Policy Renewals
  • Client Account Management
  • Property insurance
  • Claims reporting systems
  • Relationship Building
  • Data Entry
  • Property and Casualty Insurance
  • Insurance Policy Sales
  • Insurance Eligibility
  • Policy Changes
  • Customer Account Review
  • Billing Inquiries
  • Call Center Customer Service
  • Claims Information Gathering
  • Clinical Documentation
  • Insurance Billing
  • Teamwork and Collaboration
  • Physician support

Timeline

Insurance Agent

Smith County Farm Bureau
06.2011 - 08.2022

Substitute Teacher

Smith County Schools
05.2006 - 06.2011

Secretary/Cashier

East Lakeland OB/GYN Associates
04.1996 - 04.2000

Pharmacy Technician

Wal Mart
08.1994 - 12.1998

Secretary/Sales Associate

Batte Lumber Company
06.1984 - 08.1994

Diploma -

Raleigh High School
Angelia Lott