Years of professional client service experience
Barbara L Jezowski
Client Services Professional
Clemmons,United States
Summary
Detail-oriented client services professional with exceptional business acumen. Ability to prioritize and balance complex workloads. Strong analytical and critical thinking skills with focus on relationship building and organizational success.
Overview
10
10
6
6
years of post-secondary education
3
3
Life & Annuities, Accident & Health or Sickness, Med Supp/LTC
Work History
Senior Assistant, Estate Planning & Preservation
Self-employed
Clemmons, NC
01.2018 - Current
- Promote sales through product knowledge and suitable recommendations.
- Prioritize schedules to meet project goals and overall customer satisfaction.
- Interview clients to determine current income, expenses, insurance coverage, financial objectives, to develop risk mitigation plan.
- Provide excellent service to clients by utilizing skills in active listening, effective communication and quick turnaround on issues.
- Prepare reports and other documentation ahead of client meetings.
- Manage client issues and return calls and emails within 2-24 hours.
- Interact with professional services personnel to receive directives and communicate instructions.
- Draft and distribute error-free correspondence, meeting notes, and reports.
Insurance Advisor
Mutual Of Omaha Advisors
Winston-Salem, North Carolina
10.2016 - 01.2018
- Established programs designed to retain existing clients, trigger advance follow-up periods and regain business that has lapsed.
- Prepared changes to life insurance policies including; change of beneficiary, change of ownership, and upgrade in amount or type of policy.
- Handled inbound/outbound calls and answered questions from members interested in insurance and financial products.
- Led planning and goal achievement initiatives consistent with agency mission and philosophy.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Collaborated with sales team to reach targets, consistently meeting or exceeding personal quotas.
- Generated targeted email campaigns and maintain client records using Salesforce.
- Conducted annual reviews of existing policies to update client information and address additional insurance needs.
- Created sources for continuous client referrals by networking and aligning with elder law attorneys.
Intake & Compliance Specialist
Goodwill Industries, NWNC
Winston-Salem, North Carolina
01.2011 - 02.2015
- Directed and implemented improvement plans to integrate solutions to audit findings and workflow process issues.
- Served as subject matter expert by advising staff and customers working directly with external agencies throughout audits or to remedy compliance issues.
- Developed strategic improvement plans to integrate solutions to audit findings and workflow process issues.
- Managed practical action plans to respond to audit discoveries and compliance violations.
- Liaised with risk management, internal audit and employee services departments to direct compliance issues to appropriate channels for investigation and resolution.
- Maintained current knowledge of regulatory standards and provided training sessions to educate management personnel on revised compliance procedures.
- Established and cultivated productive relationships with regulatory bodies.
Education
Master of Science - Physician Assistant
University of Detroit Mercy
Detroit, MI 09.2005 - 09.2009
Bachelor of Arts - Communications
University of Michigan - Flint
Flint, MI 09.1990 - 12.1995
Skills
Client Needs Analysis
Risk Mitigation
Account Management
MS Office 365 Suite
Google Suite
Salesforce
Adobe Acrobat
Schedule & Calendar Management
Negotiation Skills
Field Underwriting
Time Management
Relationship building
Verbal and written communication
Administrative support
Certification
Life Health Medicare Annuities Disability Long-Term Care
Timeline
Senior Assistant, Estate Planning & Preservation
Self-employed
01.2018 - Current
Insurance Advisor
Mutual Of Omaha Advisors
10.2016 - 01.2018
Life Health Medicare Annuities Disability Long-Term Care
08-2016
Intake & Compliance Specialist
Goodwill Industries, NWNC
01.2011 - 02.2015
Master of Science - Physician Assistant
University of Detroit Mercy
09.2005 - 09.2009
Bachelor of Arts - Communications
University of Michigan - Flint
09.1990 - 12.1995