Dana Dorsey
Indianapolis,IN
Summary
Recent graduate with degree in Business excited to launch career in underwriting as Assistant Account Manager. Ready to help team achieve company goals. Experience delivering customer service and administrative excellence, including clerical support and public interaction. Currently seeking to obtain and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
6
6
years of professional experience
Work History
Underwriting Assistant
Odyssey Group
01.2021 - Current
- Responded to customer requests via telephone and email and effectively answered questions and inquiries.
- Verified data integrity and accuracy.
- Provided high level of assistance to help with review, classification, coding, and rating of applications.
- Assisted coworkers and staff members with special tasks on daily basis.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Volunteered to help with special projects of varying degrees of complexity.
- Surpassed team goals by partnering with colleagues to implement best practices and protocols.
Customer Service Representative/Claims Service Representative (CSR)
GEICO
11.2019 - 12.2021
- First point of contact for customers after experiencing an accident
- Collected facts necessary for claim and reviewed policy contracts; Advised of coverages and next steps in process; Make outbound calls to insurance companies to assist with setting liability
- Constant contact with different departments to handle claims quickly and efficiently
- Manage time sensitive documents such as legal paperwork and estimates; Work closely with auto damage adjusters to maintain integrity of claims
- Participated in team meetings and training sessions to stay informed about product updates and changes.
- Solution oriented for all customers with questions
- Actively research databases for answers for all questions.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Answered constant flow of customer calls with minimal wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
Bank Teller/Customer Service Representative
PNC Bank
09.2017 - 06.2019
- Delivered a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet
- Processed and educated customers on alternatives available for their financial interactions
- Identified banking opportunities through meaningful conversations with customers, making appropriate referrals to branch staff or PNC ecosystem partners
- Performed lobby engagement activities to connect with customers and position PNC products to meet their needs
- Adhered to all policies and procedures, demonstrated sound judgment within established limits
- Ensured teller and branch daily operations and maintenance transactions were completed in an efficient and accurate manner.
Education
The Chubb Institute
Associate of Science - Business
Indiana Wesleyan University
Marion, IN04.2023
Skills
- Analyzing Data
- Relationship Building
- Document Scanning
- Data Analysis
- Data Collection
- Quality Assurance
- Agent Support
- Excellent Communication
- Microsoft Word
- Teamwork and Collaboration
- Good Telephone Etiquette
Timeline
Underwriting Assistant
Odyssey Group
01.2021 - Current
Customer Service Representative/Claims Service Representative (CSR)
GEICO
11.2019 - 12.2021
Bank Teller/Customer Service Representative
PNC Bank
09.2017 - 06.2019
The Chubb Institute
Associate of Science - Business
Indiana Wesleyan University