Elizabeth Grosshans
Keller
Summary
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
12
12
years of professional experience
Work History
Agency producer/Sales Role
Farmers Insurance, James Harrison
05.2024 - Current
- Responsible for initial contact, quoting, presenting, following up, closing the sale, gathering all required documentation, and taking payment.
- Educating customers on key points of insurance.
- Building home and auto insurance policies.
- Number 4 top producer in district for 1st quarter.
Receptionist
State Farm, Lauren Stone
03.2024 - 05.2024
- Answering telephone calls to take messages from client or to provide information.
- Took payments from clients and posted in CRM system.
- Setting appointments with clients to come in and speak with agents.
Benefits Advisor
Aflac
12.2023 - 03.2024
- Selling supplemental health insurance such as Cancer Protection, Lump Sum Critical Illness, and Accident Advantage.
- Generate new business opportunities through networking, referrals and cold calls.
- Meet with business owners to understand their employee benefits strategy and needs.
Loan Servicing Specialist IV - Funding
JPMorgan Chase
01.2017 - 12.2023
- Responsible for the processing of funding and paydown requests from Mortgage Finance customers via CWL website.
- Accountable for the daily balancing of Mortgage Finance customers’ funding and operating accounts and providing daily end of day activity reports to Mortgage Finance customers.
- Responsible for the daily management of each assigned Mortgage Finance customer facility.
- Ensures that all customer SLAs are met daily.
- Liable for identifying, researching, and resolving routine discrepancies in their daily work activities.
Loan Specialist
Roadloans Auto Finance
11.2013 - 12.2016
- Provide effective customer service and communicating loan terms and conditions and products according to management policies and guidelines with customers.
- Reviews and recommends clearance CAC fraud alerts.
- Maintains effective communication with all colleagues, customers and third parties.
Education
Diploma -
Marysville High School
Marysville, MI01.1997
General Lines Agent - Life, Accident, Health & HMO, P&C
Texas
Skills
- Customer service
- Problem-solving
- Strategic Decision-making
- Quotes and sales
- Client needs analysis
- Relationship building
- Insurance sales
- Self motivation
- Data entry
- Property and casualty insurance
Timeline
Agency producer/Sales Role
Farmers Insurance, James Harrison
05.2024 - Current
Receptionist
State Farm, Lauren Stone
03.2024 - 05.2024
Benefits Advisor
Aflac
12.2023 - 03.2024
Loan Servicing Specialist IV - Funding
JPMorgan Chase
01.2017 - 12.2023
Loan Specialist
Roadloans Auto Finance
11.2013 - 12.2016
Diploma -
Marysville High School
General Lines Agent - Life, Accident, Health & HMO, P&C
Texas
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