Brandae Stateler
Clinton,IN
Summary
Skilled Agent experienced in identifying the needs of the client and working to find a solution promptly and professionally.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
19
19
years of professional experience
Work History
Agent
Indiana Farm Bureau Insurance
07.2020 - Current
- Informed clients of policies and procedures.
- Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
- De-escalated and resolved customer complaints with punctual, polite and professional service.
- Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
- Leveraged CRM software to track client interactions and identify sales opportunities.
- Generated leads for sales through referrals.
- Assisted clients in navigating the claims process.
- Quoted and wrote commercial policies.
- Reviewed and executed confidential documents, contracts and disclosures.
- Followed-up escrow process to ensure timely closing of escrow.
Team Member
Jenni Marietta State Farm
04.2018 - 07.2020
- Kept work areas clean, organized, and safe to promote efficiency and team safety.
- Learned all required tasks quickly to maximize performance.
- Contributed to team success by completing jobs quickly and accurately.
- Developed strong customer service and product knowledge skills to enhance individual and team performance.
- Addressed and resolved customer complaints in polite and professional manner.
Agent Assistant
Howard Clare Insurance
10.2016 - 03.2018
- Increased overall efficiency by maintaining up-to-date filing systems for contracts, marketing materials, and other essential documents.
- Upheld confidentiality standards while managing sensitive information related to client personal data.
- Managed filing system, entered data and completed other clerical tasks.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Assisted coworkers and staff members with special tasks on daily basis.
Secretary Manager
D. Robertson Gravel, INC
06.2006 - 06.2015
- Handled payroll processing accurately and efficiently, ensuring all employees were compensated fairly according to company policies.
- Enhanced office efficiency by filing systems and implementing effective organizational strategies.
- Assisted in the development of annual budgets, contributing to the achievement of financial targets by monitoring expenses closely.
- Oversaw inventory management tasks such as ordering supplies and maintaining proper stock levels for efficient day-to-day operations.
- Maintained strict confidentiality in handling sensitive information, protecting company interests and employee privacy.
- Served as primary point of contact for clients, vendors, and visitors, fostering positive relationships and enhancing company reputation.
- Handled sensitive information with discretion while maintaining confidentiality at all times.
Education
Bachelor - Human Resources Management
Indiana State University
Terre Haute, INSkills
- Problem-solving skills
- Positive attitude
- Customer service
- Organizational skills
- Goal-oriented mindset
- Clear communication
- Product sales
Timeline
Agent
Indiana Farm Bureau Insurance
07.2020 - Current
Team Member
Jenni Marietta State Farm
04.2018 - 07.2020
Agent Assistant
Howard Clare Insurance
10.2016 - 03.2018
Secretary Manager
D. Robertson Gravel, INC
06.2006 - 06.2015
Bachelor - Human Resources Management
Indiana State University
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