Claire Zimmerman
Westboro,WI
Summary
Highly skilled Commercial Service Specialist and Insurance Agent with years of experience ensuring optimal customer service and organization support through various skills in the Insurance Industry. Energetic team player with top-notch organizational skills and ability to apply insurance form knowledge, critical thinking ,and underwriting skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Agent Support Specialist
Benefit Solutions Of Wisconsin LLC
Medford, WI
10.2023 - Current
- Assisted during open enrollment with Medicare Advantage and Supplement plans as well as assisted with Marketplace transactions.
- Obtained Health and Life Insurance License with the State of Wisconsin.
- Assisted and represented the business during community events geared towards providing resources to the ageing population.
- Completed AHIP - Medicare +, Fraud, Waste and Abuse
Office Administration Assistant
Neubauer Plumbing And Heating
Medford, WI
01.2023 - Current
- Completed clerical tasks such as filing, copying, and distributing mail.
- Interacted with customers by phone, email, or in-person to provide information.
- Ordered office supplies and kept office stocked with needed resources to operate smoothly.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Recorded new hires, transfers, terminations, changes in job classifications and merit increases to main human resources files.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Completed payroll functions to facilitate accurate and prompt staff payments.
Commercial Service Specialist
Church Mutual Insurance Company
Merrill, WI
08.2020 - 10.2022
- Provided primary customer support to internal and external customers.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Documented all changes and actions in computer-based tracking system.
- Demonstrated increased knowledge of company products and procedures by assisting with elevated questions from staff through the support line.
- Researched and assisted in resolving questions or tasks that required in-depth research and advanced skills.
- Supported CMIC and the subsidiary, CM Select, through assessing risk and providing binding and/or referring of tasks that required underwriter review.
- Provides phone and task support to other departments or teams requesting assistance.
- Providing knowledge and solutions in large group discussions concerning various problem solving tasks.
- Servicing large accounts as a main point of contact to insure exceptional relationships with customers and the company.
Senior Commercial Service Agent
Church Mutual Insurance Company
Merrill, WI
03.2018 - 08.2020
- Assisted in creating procedures and workflow's for CM Select.
- Tested new systems and reported issues.
- Worked with teammates to delegate tasks and implement suggestions.
- Organized and accomplished tasks while meeting deadline requirements.
- Worked with coworkers to organize meetings and set goals and objectives.
- Effectively communicated changes and proposed projects.
- Worked efficiently with other departments to research information related to Service Agent questions and MP Unite.
- Responded to customer requests via telephone and email.
- Developed training materials and conducted new hire training for 11 new hires.
- Conducted review work to ensure new hire
- Worked with the summer intern to help develop onboarding and training process.
- Created Premier procedures, held meetings and communications surrounding Premier and Quicksolver and trained over 20 colleagues on new process's and procedures.
- Managed three national group programs as their main contact for questions and policy changes.
- Completed quality assurance audits for staff.
Customer Service Representative
Church Mutual Insurance Company
Merrill, WI
04.2014 - 03.2018
- Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems quickly and efficiently.
- Recipient of multiple positive reviews acknowledging dedication to excellent customer service.
- Continuously works with new team members to train and work through any questions or difficulties encountered.
- Brings positive upbeat manner to team discussions
- Eager to take new responsibilities on and assist with changes.
- Positively and constructively welcomes change and makes suggestions to trouble shoot ideas and establish work flow ideas/ procedures.
- Reports suggestions to supervisor for recommendations on training and employee development.
- Established positive relationships with colleagues in various departments to gather information and answer complicated questions.
- Works diligently to research and analyze information to address questions or concerns.
- Establishes positive relationships with Sales team and assists in training them on new systems and working through any questions or concerns.
- Eager to accept tasks and handle time sensitive rush items for sales team and internal/external customers.
- Well versed in products, concepts, processes, and coverage language.
- Contributed to Sensor Technology Program rollout. Worked with team members to handle outbound sales calls and educate them on new programs and address any questions.
- Worked with supervisor regarding large group account to establish procedures for work flow productivity.
- Continuously takes advantage of learning opportunities through classes provided by Church Mutual.
Assistant Manager
Culver's
Merrill, WI
03.2012 - 04.2014
- Performed scheduling duties to ensure the restaurant was properly staffed at all times.
- Interacted with customers upon entry to the store to determine what their needs were.
- Recruited, interviewed and hired individuals who would bring passion and dedication to Culver's.
- Immediately addressed problems with customers to promote quick and successful resolution.
- Promoted from Team Leader to Assistant Manager within 9 months.
Education
Partial College Credits - No degree completed - Business Management
UW Marathon County
518 S 7th Ave, Wausau,WI 54401High School Diploma -
Merrill High School Graduate
Merrill, Wisconsin2011
Skills
- MS Windows proficient
- Strong client relations
- Training Development and Implementation
- Internal Sales Support
- Multiple insurance lines knowledge
- Exceptional communication skills
- Team leadership
- Procedure Development
- Self-motivated
- Project management
- Process implementation
- Risk management processes and analysis
- Conflict resolution
- Strong verbal communication
Accomplishments
- Consistently received positive feedback from customers and sales agents and created repeat business by developing long-term relationships with customers.
- Received employee recognition from outside sales force for jobs well done.
- Received positive ECHO comments from satisfied customers.
- Received positive feedback and recognition from internal customers and teammates.
- Completed CISR designation.
- Created and executed various model office sessions for new employee onboarding and new product/ procedure role out.
- Created over 30 Procedure and Job Aid documents to assist in day-to-day functions and comprehensive of the Service Agent Role.
Certification
- CISR Designation
- Effective Business Writing
- DISC Training
- Critical Accountability
- Currently working towards AINS designation through continued learning.
- Licensed in the following: Property, Casualty, Accident and Health and Life.
Timeline
Agent Support Specialist
Benefit Solutions Of Wisconsin LLC
10.2023 - Current
Office Administration Assistant
Neubauer Plumbing And Heating
01.2023 - Current
Commercial Service Specialist
Church Mutual Insurance Company
08.2020 - 10.2022
Senior Commercial Service Agent
Church Mutual Insurance Company
03.2018 - 08.2020
Customer Service Representative
Church Mutual Insurance Company
04.2014 - 03.2018
Assistant Manager
Culver's
03.2012 - 04.2014
Partial College Credits - No degree completed - Business Management
UW Marathon County
High School Diploma -
Merrill High School Graduate
- CISR Designation
- Effective Business Writing
- DISC Training
- Critical Accountability
- Currently working towards AINS designation through continued learning.
- Licensed in the following: Property, Casualty, Accident and Health and Life.
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