Dana Coffelt
Kirbyville,MO
Summary
Experienced in financial management and insurance products with proven skills in risk assessment and customer service. Adept at process improvement and portfolio management, contributing to client satisfaction and business growth. Eager to leverage experience in banking operations and financial planning.
Overview
12
12
years of professional experience
Work History
Financial Services Administrator
Derek Bell Insurance and Financial Services
06.2024 - Current
- Conducted comprehensive insurance and financial reviews to assess clients' coverage needs and identify protection gaps
- Delivered tailored recommendations across auto, home, life, health, and financial service products to align with clients' long-term goals
- Educated clients on risk management, coverage options, and fundamental financial planning to facilitate informed decision-making
- Enhanced daily office operations, improved workflow efficiency, and contributed to customer retention initiatives
- Processed policy updates, endorsements, renewals, cancellations, and underwriting requirements, ensuring accurate management of each client's policies and products
- Consistently met or exceeded sales goals for new policies, cross-selling, and account expansion
- Served as an authorized State Farm representative for U.S. Bank, originating personal and business deposit accounts and credit card products within a regulated financial environment
Claims Generalist Associate
Progressive Insurance
05.2023 - 05.2024
- Handled claims promptly and independently
- Handled complex claims and coverage investigations in a timely manner
- Handled and resolved total losses promptly and thoroughly
- Handled all aspects of coverage and liability investigations from inception to resolution
- Gather statements from customers, accident victims, and first-hand witnesses to support the claims process and build legal documentation for settlements
- Identified and assessed auto damage and informed clients about necessary repairs
- Communicated with policy holders, clients, police, and necessary parties
Treatment Coordinator
Westrock Orthodontics
08.2022 - 05.2023
- Ensure the new patient/parent/guardian understands the treatment plan
- Take X-rays and provide to the doctor for diagnosis
- Knowledge of insurance benefits and claims
- Consult with patient about current problems and what they would like to achieve with treatment
- Present the fees and provide the payment options
- Take payments and set up payment plans for new and current patients
- Assist doctor in remote monitoring of patients using specialized software
Police Officer
City of Branson
06.2014 - 03.2022
- Enforce municipal ordinances and state laws
- Respond to calls for service
- Conduct traffic enforcement
- Investigate accidents
- Provide jailer duties as necessary
- Act as bailiff as needed during court hours
- Handle, package, and secure evidence seized
- Complete detailed reports
- Testify in court as necessary
- Serve as Explorer Adviser for Explorer Post 243
- Obtained Accident Reconstruction Certification
Data Analyst
Missouri Attorney General's Office
06.2021 - 09.2021
- Review and analyze documents
- Convert information into Microsoft Excel spreadsheets to organize and compare information
- Complete inventory checks
- Conduct site visits to label property and obtain certification forms
Title Clerk
Branson License Office
10.2013 - 06.2014
- Titling all kind of vehicle types, registration process and information
- Issuing all types of non-commercial and commercial permits and licenses, along with state issued ID's
- Knowledge of Missouri state statutes regarding titling and registration
- Knowledge of CDL laws and regulations
Education
Certificate - Law Enforcement Academy
Drury University
Springfield, Missouri, MO06-2014
High School Diploma -
Branson High School
Branson, MO05-2011
Skills
- Microsoft Excel
- Sales support
- Portfolio management
- Financial planning
- Insurance products
- Banking operations
- Risk management
- Life insurance
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
Timeline
Financial Services Administrator
Derek Bell Insurance and Financial Services
06.2024 - Current
Claims Generalist Associate
Progressive Insurance
05.2023 - 05.2024
Treatment Coordinator
Westrock Orthodontics
08.2022 - 05.2023
Data Analyst
Missouri Attorney General's Office
06.2021 - 09.2021
Police Officer
City of Branson
06.2014 - 03.2022
Title Clerk
Branson License Office
10.2013 - 06.2014
Certificate - Law Enforcement Academy
Drury University
High School Diploma -
Branson High School