Heather Plante
Payson,AZ
Summary
Knowledgeable insurance representative promoting several years' expertise successfully working for organizations. Courteous and cordial with a desire to take on challenges at a new company.
Overview
11
11
years of professional experience
Work History
Licensed Insurance Agent
Shepherd Insurance
Payson, AZ
07.2017 - Current
- Identified opportunities for cross-selling additional policies or services to existing customers.
- Responded promptly to customer inquiries via phone calls or emails in a professional manner.
- Conducted customer needs assessments to identify appropriate coverage levels and options.
- Advised clients on their insurance needs and coverage options based on individual requirements.
- Pursued continued professional development through insurance workshops, course and webinars.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Resolved disputes between customers and insurers by researching and interpreting policy language.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Provided assistance with billing inquiries, payment processing, and customer service issues.
- Responded to customer inquiries and problems to promote great service.
Bingo Clerk/Cashier Team Lead
Mazatzal Hotel and Casino
Payson, AZ
02.2014 - 06.2017
- Supplied customers with game equipment, instructed on game procedures and distributed prizes to customers winning games.
- Organized bingo events, including setting up equipment and calling numbers.
- Balanced cash drawer at the end of each shift.
- Managed supplies inventory for bingo games, such as daubers and paper cards.
- Monitored and analyzed payouts, hand-delivered cash prizes and submitted payout reports.
- Provided exceptional customer service by answering questions about game rules, prizes, and promotions.
- Trained new employees on proper handling of money, use of equipment, and customer service etiquette.
Education
Property And Casualty Liscense - Insurance
America's Professor
Flagstaff, AZ04-2023
GED -
Academy With Community Partners
Mesa, AZ05-2009
Skills
- Team training and development
- New agent training
- Client service
- Mail coordination
- Office supplies inventory management
- Customer service
- File organization
- Professionalism and courtesy
- Multi-line telephone systems
- Data entry
- Front desk operations
Timeline
Licensed Insurance Agent
Shepherd Insurance
07.2017 - Current
Bingo Clerk/Cashier Team Lead
Mazatzal Hotel and Casino
02.2014 - 06.2017
Property And Casualty Liscense - Insurance
America's Professor
GED -
Academy With Community Partners