Georgina Sweigard
Greeley, CO,United States
Summary
Dedicated customer service representative with extensive industry experience. Proven ability to establish rapport with clients and maintain high levels of customer satisfaction. Strong team player with a positive attitude, focused on contributing to overall company success. Results-oriented with a passion for building relationships and driving business growth.
Overview
11
11
years of professional experience
Work History
Department Head
Hobby Lobby
Greeley, Co, United States
10.2023 - 09.2025
- Created key performance indicators to measure and enhance department effectiveness.
- Secured timely project completion by coordinating comprehensive timelines for initiatives.
- Enhanced team efficiency with targeted process improvements.
- Streamlined operations through effective interdepartmental communication facilitation.
- Maintained industry standards by overseeing regulatory compliance.
- Optimized inventory control processes, minimizing waste and maximizing stock efficiency.
- Elevated product visibility and increased sales via executed merchandising strategies.
- Educated employees on equipment safety, ensuring a secure workplace.
- Assisted customers' needs.
- Measured and cut fabric for customers.
Credit Manager
RAC
Greeley, CO, United States
01.2022 - 10.2023
- Managed credit applications to ensure compliance with company policies.
- Analyzed customer creditworthiness using financial documentation and credit reports.
- Collaborated with sales teams to assess risk on new accounts.
- Reviewed and updated credit limits based on customer payment history.
- Communicated with customers regarding account status and payment schedules.
- Monitored overdue accounts and initiated collection procedures as needed.
- Assessed customer creditworthiness based on financial reports, payment histories and other sources of information.
- Evaluated customer applications for credit limits in accordance with established guidelines.
- Collaborated cross-functionally with sales, management and other departments to maintain effective operations.
- Developed and maintained relationships with customers to ensure prompt payments on accounts receivable.
- Collected overdue payments from customers using various methods such as phone calls, emails or letters.
- Negotiated repayment plans with debtors who were unable to pay their full balance due immediately.
- Completed ongoing professional training to facilitate accurate and productive credit management.
- Conducted periodic reviews of existing clients to adjust credit limits and terms as necessary.
- Ensured compliance with national and international credit regulations and laws.
- Evaluated and approved credit applications based on thorough financial analysis and risk assessment.
- Managed and monitored corporate credit policies to minimize risk and ensure compliance.
- Maintained accurate and up-to-date records of all credit transactions and decisions.
- Enhanced customer satisfaction by providing timely and informed credit decisions.
Insurance Specialist
TTEC
Greeley, CO, United States
07.2014 - 07.2023
- Reviewed insurance applications for accuracy and completeness.
- Assisted clients in understanding policy details and coverage options.
- Managed customer inquiries through phone and email communications.
- Updated client records in the insurance management system efficiently.
- Ensured compliance with industry regulations and company policies diligently.
- Reviewed insurance policies to ensure compliance with existing regulations.
- Provided guidance to customers regarding available insurance plans and their benefits and limitations.
- Participated in training programs designed to enhance knowledge base in areas such as underwriting, sales, product development.
- Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
- Managed denials, late payments, extensions and other special circumstances by following up with relevant parties.
- Maintained accurate records of all transactions related to insurance policies.
- Ensured that customer data was kept confidential at all times in accordance with applicable laws and regulations.
- Negotiated terms of agreements with customers regarding coverage options and premiums.
- Evaluated customer applications and determined eligibility for coverage based on established criteria.
- Responded promptly to customer inquiries about their policies and provided timely updates as needed.
- Fostered relationships with customers to expand customer base and retain business.
- Resolved routine and complex issues by performing detailed research.
- Identified areas of potential fraud or abuse in claims processing activities.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Developed appropriate quotes based on risk information.
Education
GED -
Trinidad State Jr College
Trinidad, CO05-1994
Skills
- Inventory control
- Merchandising strategies
- Customer relationship management
- Credit analysis
- Financial documentation review
- Risk assessment
- Insurance policy administration
- Problem solving
- Team leadership
- Effective communication
- Cashier support
- Merchandise ordering
- Staff development
- Time management
- Departmental rapport
- Department leadership
- Customer service
- Problem-solving
- Verbal and written communication
- Customer engagement
- Department inspection
References
References available upon request.
Timeline
Department Head
Hobby Lobby
10.2023 - 09.2025
Credit Manager
RAC
01.2022 - 10.2023
Insurance Specialist
TTEC
07.2014 - 07.2023
GED -
Trinidad State Jr College
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