Denise Warp
San Diego,CA
Summary
Having been a licensed insurance agent, for the state of PA, for 34 years and in the insurance business for a total of 44 years, I have finally decided to non-renew my insurance licenses. But, I would thoroughly enjoy data entry, typing and other interesting aspects of a job type with my skill sets. I could remotely do my work and then continue to become even more well-rounded. Thank You’
Overview
41
41
years of professional experience
Work History
Insurance Customer Service Representative
Erie Insurance
Meadville, PA
05.2017 - 12.2018
- Greeted customers and provided prompt, courteous service.
- Assisted with customer inquiries, complaints, and requests for information regarding insurance policies.
- Processed new policy applications and updated existing policy documents.
- Verified accuracy of customer data entered into the system.
Insurance Customer Service Representative
First National Insurance Group
Meadville, PA
07.2015 - 05.2017
- Greeted customers and provided prompt, courteous service.
- Assisted with customer inquiries, complaints, and requests for information regarding insurance policies.
- Processed new policy applications and updated existing policy documents.
- Maintained accurate records of customer interactions and transactions.
- Provided quotes on various types of insurance policies.
- Performed administrative duties such as filing, scanning, faxing, copying documents.
- Advised customers on available coverage options that best fit their individual needs.
- Assisted with resolving complex claims or billing disputes in a timely manner.
- Actively participated in training sessions to stay up-to-date on changes in regulations related to insurance policies.
Insurance Agent
State Farm insurance and financial services
Meadville, Pennsylvania
01.1980 - 03.2014
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Provided customers with information regarding plan features, pricing, and availability.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Maintained accurate records of all insurance transactions using computer software systems.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Analyzed claims data to determine potential areas of improvement for policyholders' protection.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Scheduled meetings with prospective clients to discuss available products and services.
- Negotiated contracts between insurers and insured parties in order to obtain favorable terms for both sides.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Processed payments received from clients promptly according to established procedures.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Researched insurance plans to find good options for clients' needs.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
- Prepared proposals and conducted closing interviews to sell insurance products.
- Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.
- Prepared proposals and conducted closing interviews to increase insurance sales.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Counseled prospects and policyholders on coverage, limits and regulations.
Customer Service Representative
Signal Finance
Meadville
01.1978 - 12.1979
- Answered customer inquiries and provided accurate information regarding products and services.
- Provided customer service to resolve customer complaints.
- Performed administrative tasks such as filing paperwork, updating databases and generating reports.
- Developed strong relationships with customers by providing personalized assistance and support.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Set up and activated customer accounts.
- Escalated customer concerns, issues and requirements to supervisors for immediate rectification.
- Assisted customers with making payments or establishing payment plans to bring accounts current.
- Made outbound calls to obtain account information.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
Education
Licensed Massage Therapist - Massage Therapy
Massage Therapy - Private Instructor
Meadville, PA03-2005
Licensed Insurance Agent - Insurance
State Farm PA State Licensing Program
Meadville, PA01-1990
High School Diploma -
Meadville Area Senior High School
Meadville, PA05-1974
Degree in Cosmetology - Cosmetology
Crawford County Vocational Technical School
Meadville, PA05-1974
Skills
- Client Education
- Organization
- Complaint Handling
- Data Entry
- Teamwork and Collaboration
- Customer Service
- Insurance Claim Forms Review
- Eligibility Determination
- New Policies Processing
- Client Interviews
- Task Prioritization
- Organizing and Prioritizing Work
- Interpersonal Communication
- Effective Communication
- Team Collaboration
- Decision-Making
- Coverage Determination
- Insurance Coverage Verification
- Interpersonal Skills
- Analytical Thinking
- Records Management
- Documentation abilities
- Time management abilities
- Multitasking
- Problem-solving abilities
- Written Communication
- Active Listening
- Adaptability and Flexibility
- Liability management
- Claims Processing
- Attention to Detail
- Reliability
Timeline
Insurance Customer Service Representative
Erie Insurance
05.2017 - 12.2018
Insurance Customer Service Representative
First National Insurance Group
07.2015 - 05.2017
Insurance Agent
State Farm insurance and financial services
01.1980 - 03.2014
Customer Service Representative
Signal Finance
01.1978 - 12.1979
Licensed Massage Therapist - Massage Therapy
Massage Therapy - Private Instructor
Licensed Insurance Agent - Insurance
State Farm PA State Licensing Program
High School Diploma -
Meadville Area Senior High School
Degree in Cosmetology - Cosmetology
Crawford County Vocational Technical School