Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Ashley Morris

Byron

Summary

Efficient, detail oriented, One Team Mindset. Authorized to work in the US for any employer. Ability to lead by example and adapt new procedures quickly.

Overview

6
6
years of professional experience
1
1
Certification

Work History

PIA P&C Service Representative (PIAS Team)

Paychex Insurance Agency
08.2023 - Current
  • Answer calls and over 65 emails per day to assist with business lines of insurance
  • Working with service team to resolve complex matters quickly and efficiently
  • Working with Microsoft outlook emails, excel spread sheets, and multi-line phone systems
  • Clerical data entry
  • Mentoring team members
  • Assisted Service team with training new hires
  • Provided policy and service information
  • Assisted customers with warm and professional attitude
  • Answered general questions
  • Managed client records
  • Worked with sales and service to resolve client concerns

PIA P&C, Service Representative (Service Center)

Paychex Insurance Agency
11.2021 - 08.2023
  • Answer calls and over 65 emails per day to assist with business lines of insurance, claims, policy final audits, creating certificates of insurance, coverage details, and more
  • Working with service team to resolve complex matters quickly and efficiently
  • Working with Microsoft outlook emails, excel spread sheets, and multi-line phone systems
  • Clerical data entry
  • Resolving client concerns quickly and accurately
  • Train new hires and assist with creating carrier logins, computer set up, and access
  • Creating training materials
  • Building plans for up-skilling team
  • Mentoring team members
  • Resolving 3-5 client escalations weekly
  • Cross trained in other business units (Audit, Sales to Service, & WC Inquiry)
  • Provide areas of improvement and gaps to leadership with plans to combat those gaps
  • Provided policy and service information
  • Assisted customers with warm and professional attitude
  • Managed client records
  • Demonstrated leadership skills in managing projects from concept to completion
  • Identified issues, analyzed information and provided solutions to problems
  • Acted as team leader in group projects, delegating tasks and providing feedback

PIA P&C Service Associate

Paychex Insurance Agency
02.2020 - 11.2021
  • Answer 40+ phone calls and emails to assist with insurance products, claims, policy audits, certificates of insurance, coverage details, and more
  • Working with team to resolve complex matters quickly and efficiently
  • Working with Microsoft outlook emails, excel spread sheets, and multi- line phone systems
  • Clerical data entry
  • Resolving client concerns quickly and accurately
  • Cross training in Health and Benefits answering service
  • Provided policy and service information
  • Assisted customers with warm and professional attitude
  • Answered general questions
  • Managed client records
  • Created resources for organization

Customer Service Representative

Wellsville Group Dba Ashley HomeStore
08.2019 - 02.2020
  • Taking 70+ phone calls per day
  • Responded to 40+ internal inquiries daily
  • Resolve customer issues with merchandise on multi-line phone system
  • Established procedures to assist with training new team members
  • Use of multiple computers at one time and several different systems
  • Keeping detailed records of client interactions
  • Met customer call guidelines for service levels, handle time and productivity
  • Sought ways to improve processes and services provided

Education

High School Diploma -

Byron-Bergen High School
06.2006

Skills

  • Customer Service (10 years)
  • Customer Care (10 years)
  • Call Center (4 years)
  • CSR (10 years)
  • Customer Support (10 years)
  • Microsoft Office (4 years)
  • Microsoft Word (10 years)
  • Microsoft Outlook (4 years)
  • Excel (4 years)
  • Office Experience (4 years)

Certification

New York Property & Casualty Insurance License (November 2024)

Accomplishments

    2 Time Employee of the Month Award for Exceptional Service

    Quarterly Employee Award for Exceptional Service

Timeline

PIA P&C Service Representative (PIAS Team)

Paychex Insurance Agency
08.2023 - Current

PIA P&C, Service Representative (Service Center)

Paychex Insurance Agency
11.2021 - 08.2023

PIA P&C Service Associate

Paychex Insurance Agency
02.2020 - 11.2021

Customer Service Representative

Wellsville Group Dba Ashley HomeStore
08.2019 - 02.2020

High School Diploma -

Byron-Bergen High School
Ashley Morris