Summary
Overview
Work History
Education
Skills
Timeline
Generic

Charissa Jackson

Haslet

Summary

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.


Overview

14
14
years of professional experience

Work History

Service Agent

Goosehead
10.2024 - Current
  • Utilize knowledge of personal lines insurance help members with quotes, new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes.
  • Correspond with customers, clients, insurance carriers and internal sources to provide coverage information and policy recommendations
    Responsible for execution of various client service transactions including policy endorsements, certificates, binders, cancellations or other tasks
    Adhere to performance metrics and quality standards
  • Developed in-depth understanding of insurance policies and procedures.
  • Modified, updated and processed existing policies.
  • Calculated adjustments, premiums and refunds.
  • Posted payments to accounts and maintained records.

Customer Service Representative

Mckesson Specialty Pharmacy
11.2022 - 03.2024
  • Investigated and resolved accounting, service and delivery concerns.
  • Utilized customer service software to manage interactions and track customer satisfaction.
  • Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.

Closed Captioning Transcriptionist

Richland College
09.2010 - 12.2021
  • Reviewed completed reports for proper formatting, grammar, and sentence structure.
  • Completed transcription of gross and final diagnosis for medical reports.
  • Verified accuracy of transcribed material prior to finalization.
  • Produced transcripts for court personnel, legal professionals and general public.

Claims Specialist

State Farm
03.2019 - 06.2019
  • Responded to inquiries by answering questions, providing information and directing customers to appropriate resources.
  • Monitored compliance with regulations and industry best practices to promote fair and proper treatment for insured customers.
  • Negotiate with customers, claimants, and witnesses.
  • Made contact with insurance carriers to discuss policies and individual patient benefits.
  • Communicated verification and authorization status updates with HRU department to facilitate decision-making for patient admissions and insurance coverage.

Customer Service Associate

Lowes Home Improvment
10.2010 - 08.2012
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Trained new personnel regarding company operations, policies and services.
  • Bolstered customer retention by creating and offering unique discount options and inspiring interest in new product lines.
  • Exhibited high energy and professionalism when dealing with clients and staff.

Education

Bachelor of Science - Criminal Justice

The University of North Texas
05.2017

Associate of Arts -

Tarrant County
05.2013

High School Diploma -

James Bowie High
05.2004

Skills

  • De-Escalation
  • Negotiation
  • Insurance regulations
  • Report Transcription
  • Customer Relationship Management
  • Business Development Understanding
  • Customer Relations
  • Settlement agreements

Timeline

Service Agent

Goosehead
10.2024 - Current

Customer Service Representative

Mckesson Specialty Pharmacy
11.2022 - 03.2024

Claims Specialist

State Farm
03.2019 - 06.2019

Customer Service Associate

Lowes Home Improvment
10.2010 - 08.2012

Closed Captioning Transcriptionist

Richland College
09.2010 - 12.2021

Associate of Arts -

Tarrant County

High School Diploma -

James Bowie High

Bachelor of Science - Criminal Justice

The University of North Texas
Charissa Jackson