Highly organized team member with more than 24 years experience supplying thorough administrative support to State Farm agents. Customer service and sales experience in a fast-paced environment, providing tailored insurance options and recommendations to clients. Excellent work ethic and high attention to detail.
Overview
25
25
years of professional experience
Work History
Sales and Customer Service
Lori Rickert, State Farm
10.2017 - Current
Verify policies for accuracy after issuance from Underwriting
Ability to investigate and answer billing questions
Utilize State Farm's CRM tool to document conversations with current and prospective clients, generating consistent and accurate communication
Meet with new and existing clients for quotes, applications, and policy review
Continually improve processes to drive efficiencies, including creating email templates, developing customer response strategies, and altering workload distribution among team members
Monitor SF Connect to reply quickly and accordingly
Ability to communicate effectively with clients during their best and worst life events
Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
Office Manager
Susan Boynton, State Farm
07.1999 - 06.2017
Meet with new and existing clients for quotes, applications, and policy review, which results in creating a financial plan to ensure the correct coverage and meeting their long term needs
Continually improve processes to drive efficiencies, including creating email templates, developing customer response strategies, and altering workload distribution among team members.
Ability to communicate effectively with clients during their best and worst life events
Train new employees on State Farm specific software programs, underwriting rules, and customer service
Independent problem solver
Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
Manage office supplies, organization, and upkeep
Manage agent's schedule and team calendar
Education
No Degree - Elementary Education
Ball State University
Muncie, IN
Cosmetologist And Makeup Artist
Honors Cosmetology School
Indianapolis, IN
05.1995
Skills
Ability to multi-task in a fast paced environment
Strong interpersonal skills
Meticulous attention to detail
Dedicated team player
Self-motivated
Professional phone etiquette
Independent problem solver
Appointment setting
Timeline
Sales and Customer Service
Lori Rickert, State Farm
10.2017 - Current
Office Manager
Susan Boynton, State Farm
07.1999 - 06.2017
No Degree - Elementary Education
Ball State University
Cosmetologist And Makeup Artist
Honors Cosmetology School
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