CARLEE MILEHAM
Chandler,OK
Summary
Detail-oriented and service-driven professional with a background in insurance, financial operations, and client support. Demonstrated expertise in managing high-volume communication, ensuring documentation accuracy, and collaborating with teams in fast-paced environments. Possess strong problem-solving and interpersonal skills, along with a dedication to delivering excellent service.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Customer Service Representative
Liberty Mutual Insurance
01.2023 - Current
- Handle high call volumes, assisting clients with inquiries, policy support, and claim resolution.
- Investigate and resolve customer concerns using internal databases and support tools.
- Meet and exceed service metrics while identifying cross-sell opportunities when appropriate.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
- Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
- Exceeded performance metrics consistently, earning recognition as a top performer within the team.
- Boosted team morale by consistently recognizing colleagues' contributions and achievements.
Office Administrative Assistant
Holdenville Veterinary Clinic
03.2022 - 10.2024
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Maintained a clean and welcoming office environment, fostering positive impressions among clients and visitors alike.
- Improved customer satisfaction ratings by promptly addressing inquiries via phone, email, or in-person visits.
- Safeguarded company information by maintaining strict confidentiality in handling sensitive documents and records.
- Enhanced team collaboration by effectively scheduling meetings and coordinating calendars for multiple executives.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
Marketing Representative
State Farm Insurance
03.2020 - 04.2022
- Maintained and updated client policy information accurately and efficiently.
- Generated quotes and prepared renewals, contributing to customer retention and satisfaction.
- Led daily office marketing activities including managing digital platforms and community outreach.
Executive Assistant
KPMG
03.2018 - 03.2019
- Supported client service teams with scheduling, documentation, and travel logistics.
- Processed reports and maintained strict confidentiality with sensitive client data.
- Gained exposure to financial operations and audit documentation processes.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Processed travel expenses and reimbursements for executive team and senior management group.
Education
General Studies & Communications - Communication Disorders
West Texas A&M University
Canyon, TX01.2013
High School -
James Bowie High School
Arlington, TX01.2011
Skills
- Client Service
- Policy & Account Management
- Documentation Accuracy
- Microsoft Office Suite
- Call Center Operations
- Cross-Functional Collaboration
- Problem Resolution
- CRM & Internal Systems
Certification
Oklahoma State Insurance License – Property & Casualty (Active)
Timeline
Customer Service Representative
Liberty Mutual Insurance
01.2023 - Current
Office Administrative Assistant
Holdenville Veterinary Clinic
03.2022 - 10.2024
Marketing Representative
State Farm Insurance
03.2020 - 04.2022
Executive Assistant
KPMG
03.2018 - 03.2019
General Studies & Communications - Communication Disorders
West Texas A&M University
High School -
James Bowie High School
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