Dana Stephens
Irving
Summary
Insurance professional with extensive experience, excelling in policy analysis and client account management. Proven track record in delivering exceptional customer service and ensuring compliance with regulations. Adept at assessing customer needs and providing tailored coverage solutions, demonstrating reliability and a commitment to excellence.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Broker
Markham Bixby Agency
02.2024 - Current
- Recommended type and amount of coverage based on analysis of customers' circumstances and needs.
- Calculated quotes and educated potential clients on insurance options.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Evaluated accuracy and quality of data entered into agency management system.
- Conducted annual reviews of existing policies to update information.
Auto Insurance Agent
GEICO, Government Employees Insurance
07.2018 - 02.2024
- Responded to customer requests for products, services, and company information.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Cross-trained and provided backup support for organizational leadership.
- Maintained up-to-date knowledge of Multi-state regulatory compliance.
- Verified client information by analyzing existing information on file.
- Processed 10-15 customer interactions hourly to achieve strict daily efficiency goals.
School Custodian
Eden Elementary School
02.2016 - 07.2018
- Maintained clean and comfortable environments by sweeping, vacuuming, mopping, cleaning windows/furniture, and dusting.
- Followed safety protocols and safe use of protective gear to prevent injury to self and others.
- Followed safety standards and established SOPs when handling, mixing and storing hazardous chemicals.
Education
Medical Reimbursement And Coding
Bryant And Stratton College
Getzville, NYCancer Registry Management - Health Information Management
AHIMA
Chicago, IL02.2027
Skills
- Policy analysis
- Contract review and analysis
- Customer needs assessment
- Product knowledge
- Client account management
- Licensed insurance agent
- Data entry
- Data collection
- Document control
- Medical terminology
- Information security
- Punctuality and reliability
Certification
- Licensed Insurance Broker through New York State
Timeline
Insurance Broker
Markham Bixby Agency
02.2024 - Current
Auto Insurance Agent
GEICO, Government Employees Insurance
07.2018 - 02.2024
School Custodian
Eden Elementary School
02.2016 - 07.2018
Medical Reimbursement And Coding
Bryant And Stratton College
Cancer Registry Management - Health Information Management
AHIMA