Aurielle Chappelle
Greenwood,SC
Summary
Skilled and responsible insurance agent and customer service specialist committed to addressing customer concerns with speed, accuracy, and professionalism in a fast-paced environment. Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
14
14
years of professional experience
Work History
Independent Insurance Agent
Healthcare Solutions Team
04.2024 - Current
- Work with clients under 65 years of age, and over 65 years of age in person, phone, or video chat with assessing, quoting, and enrolling health, life, and supplement insurance plans to meet their needs
- Assist with insurance plan inquiries.
Virtual Tax Preparer and Bookkeeper
AC Financial Care, LLC
11.2019 - Current
- Collect detail information and required paperwork from clients to complete tax returns
- Determine clients’ eligibility for tax credits, abatements, or deduction through careful research
- Complete tax returns in a timely manner within compliance on current tax laws and regulations
- Categorize transactions, complete bank reconciliations, and prepared accurate financial reports each month by collecting, analyzing, and summarizing account information.
Remote Licensed Health Insurance Rep
Results CX
08.2022 - 02.2023
- Educate and assist Medicare beneficiaries with assessing their needs and enrolling in Medicare Advantage Plans over the phone
- Process applications and submit to Underwriters.
Administrative Assistant to Controller
PIEDMONT TECHNICAL COLLEGE
10.2018 - 04.2021
- Assist with reviewing accuracy on all check and travel reimbursement requests
- Review and complete budget transaction requests throughout college
- Analyze and examine monthly budget reports
- Prepare and maintain various financial reports on consistent basis
- Assist Controller with different administrative projects.
Business Office Cashier
08.2018 - 04.2021
- Process tuition payments and fees in-person and over the phone
- Assist students and parents with tuition and fees inquiries
- Respond to email inquiries in a timely manner
- Organize paper and electronic documents within department.
Admissions Call Center Specialist(seasonal)
07.2017 - 08.2018
- Assist potential and current students with application and enrollment process via telephone and in-person
- Cross-train as front desk receptionist to greet students and visitors and direct to appropriate department
- Handle various clerical projects to assist team members and manager.
Client Contact Specialist/Team Lead
THE PALMETTO BANK
07.2010 - 02.2016
- Provided accurate and appropriate information in response to customer inquiries via telephone, email, and chat
- Addressed customer service inquiries in a timely and accurate manner
- Developed effective relationships with all call center team members through clear communication and team work
- Ran weekly and monthly call center statistics reports and weekly schedules into Excel.
Education
STATE OF SOUTH CAROLINA HEALTH & LIFE INSURANCE -
BACHELOR’S IN BUSINESS MANAGMENT -
Strayer University, Herndon, VA, USA
01.2018
ASSOCIATE IN BUSINESS -
Piedmont Technical College, Greenwood SC, USA
01.2008
HIGH SCHOOL DIPLOMA -
Greenwood High School, Greenwood SC, USA
01.2004
Skills
- Strong Customer Service Skills
- Exceptional Telephone Etiquette
- Sales
- Patient and Diligent
- Team Player
- Ability to work independently
- Conflict Resolution Proficiency
- Training Manual Contributor
- Leadership Expertise
- Proficient with Microsoft Office
- Licensed Health and Life Insurance Professional
- Insurance product knowledge
Accomplishments
- Ranked within top 60 Rookie Insurance agents in 2023.
- Ranked 2nd of 13 department teammates to sell the most products/services in 2014.
- Met and exceeded customer service expectations consistently while maintaining an average over 1,000 calls per month for 4 years.
- Promoted to Client Contact Center Team Lead in 2014.
- Telephone Banking Certification Level I in 2014.
- Awarded for Outstanding Customer Service in 2014.
Timeline
Independent Insurance Agent
Healthcare Solutions Team
04.2024 - Current
Remote Licensed Health Insurance Rep
Results CX
08.2022 - 02.2023
Virtual Tax Preparer and Bookkeeper
AC Financial Care, LLC
11.2019 - Current
Administrative Assistant to Controller
PIEDMONT TECHNICAL COLLEGE
10.2018 - 04.2021
Business Office Cashier
08.2018 - 04.2021
Admissions Call Center Specialist(seasonal)
07.2017 - 08.2018
Client Contact Specialist/Team Lead
THE PALMETTO BANK
07.2010 - 02.2016
STATE OF SOUTH CAROLINA HEALTH & LIFE INSURANCE -
BACHELOR’S IN BUSINESS MANAGMENT -
Strayer University, Herndon, VA, USA
ASSOCIATE IN BUSINESS -
Piedmont Technical College, Greenwood SC, USA
HIGH SCHOOL DIPLOMA -
Greenwood High School, Greenwood SC, USA
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