Microsoft Excel
Dreama S. Mundy
Senior Customer Preservation Specialist
Kent,Ohio
Summary
Experienced Senior Customer Preservation Specialist with over a decade of experience in the insurance industry. Specializes in client-facing roles and maintaining key client accounts. Excels at identifying client needs and tailoring customized plans for satisfaction and loyalty. Proficient in contract negotiations, pricing updates, and point of sale adjudication review. Focuses on maximizing customer retention through empathy and relationship building. Exceptional communicator with strong time management, administrative, and customer service abilities. Dedicated to delivering top-notch service to clients.
Overview
11
11
years of professional experience
2
2
years of post-secondary education
6
6
Certifications
1
1
Language
Work History
Sr. Specialist-CPT - Agency and Direct Sales
Progressive Insurance
03.2023 - Current
- Apply the Progressive Sales Protocol to build rapport, meet unique needs and show empathy with customer within Agency and Direct lines of auto & specialty products needs.
- Over 2 years of experience as a licensed agent selling auto, specialty and rental policies.
- Collaborated with cross-departmental teams in developing cohesive strategies aimed at achieving long-term organizational goals.
Patient Advocate, Medical Assistant
NOMS Orthopedics
09.2022 - 03.2022
- Created an Excel spreadsheet to track patient needs, with a secondary page linked to first to show trends in needs and results. Resulting in an 'at a glance' patient care summary.
- Meeting patients’ needs by reviewing symptoms and medical history with the guidance of Registered Nurse or Doctor.
- Maintain approximately 50 patient records per week. Keep accurate and up to date information on patient’s medical condition.
Account Manager, Account Representative, Clinical Coordinator
Elixir Solutions (Envision Rx Options)
02.2014 - 01.2021
- Creation of Zoom, email & planned calls to support a consistent, reliable line of communication with client.
- Create, analyze and deliver reports to proactively meet client needs.
- Successfully complete up-sales by sharing knowledge of features available.
- Create solutions using cross department communications and action plans as needed.
- Proactively perform system checks and report creation to analyze system issues and predict client needs or potential opportunities.
- Discuss contract changes including upselling and/or process changes each year.
- Drove sales by developing exceptional customer rapport to foster fluent communications.
- Proposed available products and solutions to meet diverse requirements.
- Communicated updates regarding current projects and ongoing concerns.
Education
Medical Office Administration -
Ohio Business College
01.2009 - 01.2010
Medical Office Clinical Assistant - undefined
Ohio Business College
01.2010 - 01.2011
Skills
Quality assurance
undefinedCertification
Medicare Part C and Part D Reporting and Data Validation
Accomplishments And Awards
- Most improved MACR & Top MACR results within 7 manager groups, 04/01/25
- Recipient of 18 total Top seller, STAR Excellence and Rewards and Recognition while working in Direct Sales of Auto, Personal and Rental lines for Progressive, 10/01/23 - 10/01/24
- Participated in the 2020 Workplace reimagined summit. Creation and delivery of presentation supporting a healthy in home-work space., 2020
- 2021 Recipient of 'Making Lemonade from Lemons' award at company wide Client Services Meeting., 2021
Sales Achievements
- STAR EXCELLENCE AWARD, 10/04/23
- STAR EXCELLENCE AWARD, 11/17/23
- TOP PERFOMER BONUS, 01/11/24
- STAR EXCELLENCE AWARD, 01/11/24
- STAR EXCELLENCE AWARD, 01/29/24
- TOP PERFOMER BONUS, 02/08/24
- PERFORMER BONUS, 03/07/24
- PERFORMER BONUS, 04/04/24
- PERFORMER BONUS, 04/18/24
- REWARDS & RECOGNITION, 06/27/24
- STAR EXCELLENCE AWARD, 07/12/24
- STAR EXCELLENCE AWARD, 08/01/24
- REWARDS & RECOGNITION, 08/08/24
- REWARDS & RECOGNITION, 09/05/24
- REWARDS & RECOGNITION, 10/03/24
- REWARDS & RECOGNITION, 10/17/24
Accomplishments
- Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
- Product Promotion - Up-sold products and motivated customers to upgrade current product plans.
- Used Microsoft Excel to develop task tracking spreadsheets.
Software
Microsoft Outlook & Outlook To Do
Microsoft Power Point
Microsoft Teams
Microsoft Word
Salesforce
Share point
Jira Task Management
Timeline
Sr. Specialist-CPT - Agency and Direct Sales
Progressive Insurance
03.2023 - Current
Patient Advocate, Medical Assistant
NOMS Orthopedics
09.2022 - 03.2022
Account Manager, Account Representative, Clinical Coordinator
Elixir Solutions (Envision Rx Options)
02.2014 - 01.2021
Medical Office Clinical Assistant - undefined
Ohio Business College
01.2010 - 01.2011
Medical Office Administration -
Ohio Business College
01.2009 - 01.2010
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