Emily Nate
Spanish Fork,UT
Summary
Insurance Agent with a track record of enhancing client satisfaction through tailored insurance solutions at American Family Insurance. Skilled in insurance product knowledge and client relationship management.
Overview
23
23
years of professional experience
Work History
Licensed Insurance Agent
American Family Insurance
Spanish Fork, UT
01.2023 - Current
- Calculate quotes and educate clients on insurance options.
- Recommend type and amount of coverage based on customers' circumstances.
- Assist clients with billing and account maintenance.
- Improve client satisfaction by providing tailored insurance solutions and exceptional customer service.
Sales Operations Associate
Vivint Smart Home
Provo, UT
12.2017 - 01.2023
- Assisted sales reps over the phone and via email to fulfill client buyouts
- Case management for new customers to ensure smooth transition to the company.
- Calculated buyout amounts for new customers and fulfillment of payments to customers.
- Advanced technical support troubleshooting issues with customers with security systems, surveillance cameras, and home automation equipment.
- Account maintenance, creating work orders for technicians.
Medical Assistant
Central Utah Clinic
Payson, UT
07.2002 - 05.2013
- Worked closely with Family Practice Physicians and Physician's Assistants to provide patient care.
- Sanitized, restocked, and organized exam rooms and medical equipment.
- Obtained client medical history, medication information, symptoms, and allergies.
- Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
- Performed medical records management, including filing, organizing and scanning documents.
Education
No Degree - Medical Assistant
Mountainland Applied Technology College
Spanish Fork, UT07-2002
Skills
- Current property & casualty license
- Insurance product knowledge
- Client relationship management
- Organized
- Detail oriented
- Self motivated
- Time management
- Excellent written and verbal communication skills
Timeline
Licensed Insurance Agent
American Family Insurance
01.2023 - Current
Sales Operations Associate
Vivint Smart Home
12.2017 - 01.2023
Medical Assistant
Central Utah Clinic
07.2002 - 05.2013
No Degree - Medical Assistant
Mountainland Applied Technology College