Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
Work History
Senior Insurance Client Services Specialist
GTA Insurance Group
09.2020 - Current
Generated quotes and proposals for clients to match individual needs.
Provided comprehensive product knowledge and guidance to help clients on product selection.
Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Met with prospective clients to discuss insurance needs and provide solutions.
Registered customer information on database to enable tracking history and maintain accurate records.
Attended industry conferences to stay informed of latest products and trends.
Educated clients on insurance policies and procedures.
Calculated premiums and established payment methods for sales.
Finalized sales and collected necessary deposits.
Conducted annual reviews of existing policies to update information.
Collected premiums on or before effective date of coverage.
Lead Teller
Wells Fargo
03.2018 - 09.2020
Managed daily bank operations by processing customer transactions and providing exceptional customer service.
Recognized and prevented fraudulent activities and suspicious transactions.
Mentored and trained new tellers on bank procedures and customer service standards.
Created teller schedule to keep weekly and weekend shifts properly staffed.
Identified potential needs through observation, questioning, and listening.
Educated customers on online banking and mobile banking applications.
Maintained friendly and professional customer interactions.
Counted, verified and handled bank deposits and armored car transactions.
Special Education Paraprofessional
Gibbon Public Schools
01.2017 - 03.2018
Delivered personalized educational, behavioral, and emotional support to individual students to enable positive learning outcomes.
Offered student support through special accommodations, extra assistance, and assessments.
Interacted physically and verbally with students throughout each day.
Documented student behaviors, interventions, and outcomes to enable lead teacher to address pertinent issues.
Education
Biology
University of Nebraska At Kearney
Kearney, NE
Animal Science
Kansas State University
Manhattan, KS
Skills
Production Goals
Policy Management Expertise
Carrier Relations
Account Management
Product Knowledge
Client Relationships
New Policy Quotations
Insurance Knowledge
Customer Service
Policy Changes
Timeline
Senior Insurance Client Services Specialist
GTA Insurance Group
09.2020 - Current
Lead Teller
Wells Fargo
03.2018 - 09.2020
Special Education Paraprofessional
Gibbon Public Schools
01.2017 - 03.2018
Biology
University of Nebraska At Kearney
Animal Science
Kansas State University
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