Glenda Marsh
Springfield,MO
Summary
Dynamic insurance sales strategist with a proven track record at JP Morgan Chase Bank NA in driving revenue growth and optimizing client account management. Expertise in risk assessment and team training, complemented by strong skills in data analytics and client service, leads to remarkable quality assurance and policy management outcomes. Consistently contributes to process improvements, enhancing overall operational efficiency.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Mark Clippard State Farm Ins Agcy, Inc
Springfield, MO
03.2021 - Current
- Verified accuracy of customer data entered into the system.
- Maintained accurate records of customer interactions and transactions.
- Researched relevant policy information to answer customer questions.
- Provided quotes on various types of insurance policies.
- Generated reports based on client data to analyze trends in customer service needs.
- Investigated discrepancies between actual charges and expected premiums.
- Provided feedback and suggestions for process improvement initiatives.
- Compiled and maintained accurate records of customer policies, transactions, and correspondence.
- Assisted customers with filing and tracking of insurance claims, ensuring timely resolution.
Sr Specialist - Business Dept
JP Morgan Chase Bank NA
Springfield, MO
04.2018 - 03.2021
- Assessed customer needs and developed solutions to meet those needs.
- Analyzed complex problems and identified effective solutions.
- Ensured compliance with applicable regulations throughout the life cycle of a project.
- Analyzed and verified financial information to ensure accuracy of application data.
- Responded to inquiries from customers regarding their credit cards and accounts.
- Maintained accurate records of customer interactions and transactions.
- Managed a large portfolio of existing customer accounts while ensuring compliance with banking regulations.
Auditor /Transaction Processing Associate
Blue Shield of CA
Lodi, CA
05.2015 - 07.2017
- Analyzed financial data and prepared reports outlining findings and recommendations.
- Interacted regularly with clients to discuss audit progress, findings, and recommendations.
- Reviewed client documentation including contracts, invoices, bank statements.
- Ensured timely completion of all assigned tasks within set deadlines.
- Maintained confidentiality of company information obtained in audit assignments.
- Retrieved, reviewed, and processed application data to ensure accuracy of information.
- Reviewed applications for completeness and accuracy of required documentation.
- Entered data into the appropriate database system in an accurate and timely manner.
- Researched discrepancies found during the processing of applications to ensure accuracy of data entered.
- Updated existing records as needed based on changes in applicant's personal information or status updates.
Education
High School Diploma -
Tulare Western High School
Tulare, CA06-1987
Insurance LicesneLicense - Insurance And Risk Management
AD Banker
OnlineSkills
- Insurance sales strategy
- Team training and development
- Client account management
- Policy management expertise
- Client service
- Risk assessment
- Multitasking and organization
- Account reconciliation
- Record examination
- Accounting principles
- Data analytics
- Quality assurance
Affiliations
- I have written and published a kids book, how to crochet book and 2 journals.
- I have started 2 different online stores with Etsy and Shopify.
- I love to read anything from self help to action thrillers.
Certification
- P/C Mo License
- H/L Mo License
- Medial Coding and Billing Certificate
References
References available upon request.
Timeline
Licensed Insurance Agent
Mark Clippard State Farm Ins Agcy, Inc
03.2021 - Current
Sr Specialist - Business Dept
JP Morgan Chase Bank NA
04.2018 - 03.2021
Auditor /Transaction Processing Associate
Blue Shield of CA
05.2015 - 07.2017
- P/C Mo License
- H/L Mo License
- Medial Coding and Billing Certificate
High School Diploma -
Tulare Western High School
Insurance LicesneLicense - Insurance And Risk Management
AD Banker
Similar Profiles
Glenda MarshGlenda Marsh
Licensed Insurance Agent CSR at Mark Clippard State Farm Insurance Agency IncLicensed Insurance Agent CSR at Mark Clippard State Farm Insurance Agency Inc
Letzy BetancourtLetzy Betancourt
Customer Service Representative at STATE FARM INSURANCE-FINANCIAL SERVICES AGCYCustomer Service Representative at STATE FARM INSURANCE-FINANCIAL SERVICES AGCY
Alex LeBlancAlex LeBlanc
Janitor/Property Maintenance at Natalie LeBlanc Ins. Agcy. Ltd. (O/A Desjardins)Janitor/Property Maintenance at Natalie LeBlanc Ins. Agcy. Ltd. (O/A Desjardins)