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, CA03.2008
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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