Becky Slotty
Madison
Summary
Dedicated and responsible professional recognized for a strong work ethic and unwavering integrity, complemented by extensive sales knowledge and exceptional customer service skills. Proven ability to communicate effectively, both orally and in writing, while maintaining detailed and confidential documentation in fast-paced environments. Demonstrates efficient time management and organizational capabilities, adept at prioritizing workloads to meet project deadlines. Proactive team player with a talent for building and nurturing relationships across diverse cultural and socio-economic backgrounds, equipped with strong problem-solving skills to identify issues and implement effective solutions.
Overview
27
27
years of professional experience
Work History
DIRECT SALES REPRESENTATIVE
American Family Insurance
05.2025 - 11.2025
- Provide professional insurance recommendations based on customer’s needs.
- Prepared quotes for additional coverage on all lines of business
- Document CRM system with all customer interactions
- New customer onboarding
- Implemented effective cross-selling strategies that resulted in additional product lines being added to existing accounts.
- Streamlined internal processes for increased efficiency and accuracy in managing client policies and documents.
- Boosted client satisfaction by providing exceptional customer service and addressing insurance inquiries promptly.
INSURANCE SUPPORT SPECIALIST
Bunker Protect
03.2024 - 11.2024
- Answering all emails that come to the office
- Process policy changes to existing coverage and/or new policies
- Prepared quotes for additional coverage on all lines of business.
- Collect and prepare emails for customers renewals
- Document CRM system with all customer interactions
PERSONAL LINES AGENT/OFFICE MANAGER
Steve Pierick State Farm
05.2020 - 11.2023
- Answering all phone calls that come to the office; responded to policy changes to existing coverage and/or new policies; processed changes/requests within 24 hours of receipt
- Prepared quotes for additional coverage on all lines of business
- Maintained excellent standards for timeliness & completeness when interacting with customers to minimize potential for errors and omissions claims and to build client confidence and retention
- Reviewed existing accounts to determine if additional lines of insurance should be offered
- Provided effective problem resolution to customers; and actively sought referrals from current client base
- Oversee & maintaining office to include order office supplies, preparing & making bank deposits maintaining cleanliness of office.
ACCOUNT SUPPORT REPRESENTATIVE
The Insurance Center
02.2019 - 08.2019
- Provided support to brokers and clients; handled client marketing, policy enrollment, underwriting, coordinate groups utilizing the resources available to them through carrier partners and agency resources
- Obtained quotes for medical, dental, life and disability plans through carrier partners; analyzed quotes to ensure they meet client needs
- Prepared client spreadsheet presentations; handled new client enrollments; verified that all new client company information is correctly entered into the client management database; communicate with the client contact(s) on various questions and issues including claims and coverage (for the client and specific to individual employees of the client)—answering questions and resolving issues as needed
- Notified, prepared and educated employers and/or employees on ACA annual notices and DOL responsibilities
- Checked agency database on a weekly basis to determine current client renewal dates; scheduled and began the process of renewals for all existing clients; documented updates and changes as needed
PROVIDER SUPPORT SPECIALIST
Exact Sciences
05.2018 - 02.2019
- Investigates and resolves issues or problems for the sales team, providers or other internal customers
- Manages and resolves customer complaints, identifies and escalates high priority high priority issues to management
- Answers incoming and places outbound calls as necessary providing high quality customer service; promptly responds to voicemail and email inquiries
CLIENT SERVICE ASSOCIATE
Bankers Bank, LPL Financial
06.2017 - 12.2017
- Provided administrative support to all areas of Bankers’ Financial Services Network, a department of Bankers’ Bank
- Reviewed and processed all new business applications received by office; processed additional non-new business paperwork as received
- Interpreted and disseminated important information to field representatives on a timely basis. Served as primary phone contact for financial representatives to resolve processing issues
- Organized and maintained client and office files; forward required documents, checks, etc. to proper parties; maintained tracking system for missing paperwork and followed up on issues as needed; provided back up for certain other administrative functions within the bank
CLIENT ADVOCATE
Hemb Insurance Services
12.2011 - 04.2017
- Provided support to brokers and clients.; handled client marketing, policy enrollment, underwriting, coordinate groups utilizing the resources available to them through carrier partners and agency resources
- Obtained quotes for medical, dental, life and disability, flex and POP plans through carrier partners; analyzed quotes to ensure they meet client needs.
- Prepared client spreadsheet presentations; handled new client enrollments; verified that all new client company information is correctly entered into the client management database; communicate with the client contact(s) on various questions and issues including claims and coverage (for the client and specific to individual employees of the client)—answering questions and resolving issues as needed
- Notified, prepared and educated employers and/or employees on ACA annual notices and DOL responsibilities
- Diligently and quickly pursued each issue until the most positive resolution was achieved.
- Checked agency database on a weekly basis to determine current client renewal dates; scheduled and began the process of renewals for all existing clients; documented updates and changes as needed
Education
Health /Accident & Life Insurance -
Madison Area Technical College
Madison, WIProperty / Casualty License - undefined
Kaplan University
Skills
- Customer acquisition
- Goal oriented
- Effective negotiation
- Account development
- Product sales
- Business growth and retention
- Customer relationship management
- Contract negotiations
- Proposal development
Languages
English
Timeline
DIRECT SALES REPRESENTATIVE
American Family Insurance
05.2025 - 11.2025
INSURANCE SUPPORT SPECIALIST
Bunker Protect
03.2024 - 11.2024
PERSONAL LINES AGENT/OFFICE MANAGER
Steve Pierick State Farm
05.2020 - 11.2023
ACCOUNT SUPPORT REPRESENTATIVE
The Insurance Center
02.2019 - 08.2019
PROVIDER SUPPORT SPECIALIST
Exact Sciences
05.2018 - 02.2019
CLIENT SERVICE ASSOCIATE
Bankers Bank, LPL Financial
06.2017 - 12.2017
CLIENT ADVOCATE
Hemb Insurance Services
12.2011 - 04.2017
Property / Casualty License - undefined
Kaplan University
Health /Accident & Life Insurance -
Madison Area Technical College