Summary
Overview
Work History
Education
Skills
Timeline
Generic

Halei Case

Casper

Summary

Licensed Property and casualty Insurance agent.

Overview

13
13
years of professional experience

Work History

Customer Service Representative Team Lead

Mountain West Farm Bureau Mutual Insurance
01.2024 - 09.2024
  • Opened and closed office daily.
  • Trained new hires to take calls, payments and redirect work to the proper departments.
  • I quoted, endorsed and canceled policies as needed.
  • Reduced average handle time by providing ongoing coaching on efficient call handling techniques.

Manager on Duty

The Hangar Restaurant
08.2023 - 01.2024
  • I was a personal assistant for Lyn Rose who was going through some medical issues
  • I drove her to appointments, handled her shopping and kept her house in order

CSR III

Stillwater Insurance Group
01.2020 - 10.2020
  • I held a Property & Casualty License in 47 states
  • Customer and Agent support regarding Stillwater policies
  • I bound, reinstated and cancelled policies for Autos, HO3, HO4, HO6 and Difference in condition
  • Used LexisNexis, ran MVR reports and Clue History

Property and Casualty Insurance Agent Broker; Account Manager

Sweeney and Selland Insurance Services
02.2018 - 06.2019
  • Sold, bound and managed personal lines insurance policies for 1300 accounts in Butte County
  • Explained policy coverages and broke down contract information for more than 15 different insurance companies
  • That is including preferred and surplus lines
  • Managed policies and filed claims as requested by insureds
  • Unfortunately, I had to relocate due to housing shortages after the Paradise fire

Administrative Assistant

Underwood and Wetzel Law Firm
06.2016 - 11.2017
  • I was a licensed Notary Public for the state of California
  • I notarized deeds, trusts, amendments and more
  • I organized appointments for the attorneys, filed and submitted documents to be recorded at the courthouse
  • I handled Quick Books for billing as well as received and deposited money from clients

Customer Service Representative (CSR)

Azevedo Insurance Group
12.2011 - 06.2016
  • Personal Lines Account Manager
  • Sold and bound policies
  • Managed policies for insureds as requested
  • Opened and closed the office as well as handled money for premiums

Education

some college - accounting

Shasta Community College
Weaverville, CA
03.2008

Skills

  • Team management
  • CRM software
  • Call center experience
  • Complaint handling

Timeline

Customer Service Representative Team Lead

Mountain West Farm Bureau Mutual Insurance
01.2024 - 09.2024

Manager on Duty

The Hangar Restaurant
08.2023 - 01.2024

CSR III

Stillwater Insurance Group
01.2020 - 10.2020

Property and Casualty Insurance Agent Broker; Account Manager

Sweeney and Selland Insurance Services
02.2018 - 06.2019

Administrative Assistant

Underwood and Wetzel Law Firm
06.2016 - 11.2017

Customer Service Representative (CSR)

Azevedo Insurance Group
12.2011 - 06.2016

some college - accounting

Shasta Community College

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Halei Case