Ashley Boatner
Duncanville,AL
Summary
Personable and dedicated customer service representative with extensive experience in industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
12
12
years of professional experience
Work History
Insurance Agent
The Tusk Agency
Tuscaloosa, AL
02.2021 - Current
- Assessed customer risk levels and recommended appropriate coverage options.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Maintained accurate records of all insurance transactions using computer software systems.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Processed payments received from clients promptly according to established procedures.
- Responded to customer inquiries and problems to promote great service.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Developed appropriate quotes based on risk information.
- Contacted underwriters and submitted forms to obtain binder coverage.
Office Manager
CV Home Health
Centerville, AL
01.2013 - 02.2021
- Developed and implemented office policies and procedures.
- Supervised staff members, organized schedules and delegated tasks.
- Coordinated meetings, conferences, travel arrangements and department activities.
- Maintained filing system for records, correspondence and other documents.
- Ordered supplies and equipment to maintain adequate inventory levels.
- Provided administrative support to management team including preparing reports and presentations.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
- Ensured compliance with applicable laws regarding employment practices.
- Prepared agendas for board meetings along with taking minutes during sessions.
- Managed office inventory and placed new supply orders.
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
- Reviewed files and records to obtain information and respond to requests.
- Handled scheduling and managed timely and effective allocation of resources and calendars.
- Used judgment and initiative in handling confidential matters and requests.
- Interpreted and communicated work procedures and company policies to staff.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Delegated work to staff, setting priorities and goals.
- Reviewed completed work to verify consistency, quality, and conformance.
- Recruited and trained new employees to meet job requirements.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Interviewed prospective employees and provided input to HR on hiring decisions.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
Education
High School Diploma -
Sparkman High School
Harvest, AL12-2023
Health Technology
Shelton State Community College
Tuscaloosa, ALSkills
- Policy Renewals
- Lead Development
- Client Relations
- Customer follow-up
- Client Retention
- Leads Prospecting
- Customer Service
- Policy adjustment knowledge
- Stress Tolerance
- Message Taking
- Appointment Scheduling
- Office Administration
- Document Management
- Call Answering and Routing
- Professionalism
- Customer Complaint Resolution
- Punctual and Reliable
- Multi-Line Phone Systems
- Scheduling
- Time Management
- Employee Supervision
- Staff Management
- Office Management
- Scheduling and calendar management
- Customer Relations
- Scheduling Coordination
- Computer savvy
- Patient Rights
- Caseload Management
- Relationship Building
Affiliations
- Going to watch my kids play sports.
- Being involved in church.
- Seeing new places
Accomplishments
- Youngest person every to be a manger at a restaurant.
- Presidential award in High School
Timeline
Insurance Agent
The Tusk Agency
02.2021 - Current
Office Manager
CV Home Health
01.2013 - 02.2021
High School Diploma -
Sparkman High School
Health Technology
Shelton State Community College