Jackie Sturtz
Oshkosh,WI
Summary
Versatile professional with a comprehensive skill set in customer service, insurance, and procurement. Demonstrated ability to streamline processes and maintain accuracy in data management, contributing to improved client experiences and compliance. Experienced in utilizing CRM and ERP systems to support operational excellence.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Application Intake Specialist
Energy Services
Oshkosh, USA
01.2026 - Current
- Processed client intake forms, verifying eligibility for energy assistance programs.
- Conducted in-depth interviews to gather and analyze client needs effectively.
- Maintained accurate client interaction records to ensure compliance with agency policies.
- Executed outbound calls to providers to gather information for creating or updating authorizations.
- Verified completion of necessary paperwork to facilitate timely discharge from the program.
Jewelry Insurance Sales Representative
Jewelers Mutual
Neenah, USA
07.2024 - 06.2025
- Delivered exceptional customer service in a high-volume call center for jewelry insurance inquiries, quotes, and claims.
- Processed applications, endorsements, and billing transactions while ensuring compliance with insurance regulations.
- Built client relationships through empathy and clear communication, earning high satisfaction ratings.
Customer Service Representative
Spectrum
Appleton, USA
04.2023 - 07.2023
- Handled billing inquiries, refunds, and escalations; created service tickets for discrepancies.
Procurement Specialist
Kimberly-Clark
Neenah, USA
02.2023 - 05.2023
- Managed purchase orders, vendor communications, and delivery confirmations in SAP.
Data Entry & Loan Verification Specialist
US Bank
Oshkosh, USA
08.2022 - 03.2023
- Verified and indexed loan documents, ensuring accuracy during loan conversion projects.
- Updated data in databases and spreadsheets, maintaining detailed records.
Transaction Processor
US Bank
Oshkosh, USA
01.2020 - 11.2021
- Indexed mortgage and loan applications, ensuring accurate and timely processing.
Education
Elementary Education -
Oklahoma Baptist College
Oklahoma CitySkills
- Application review
- Call center support
- Call center expertise
- CRM software proficiency
- CRM systems
- Data entry
- Attention to detail
- MS Office Suite
- Google Workspace applications
- SAP software
- FileNet management
- Process improvement
- 10-key entry
- Supplier management
- 10-key entry
Certification
Property & Casualty (P&C) Insurance License, State of Wisconsin
Timeline
Application Intake Specialist
Energy Services
01.2026 - Current
Jewelry Insurance Sales Representative
Jewelers Mutual
07.2024 - 06.2025
Customer Service Representative
Spectrum
04.2023 - 07.2023
Procurement Specialist
Kimberly-Clark
02.2023 - 05.2023
Data Entry & Loan Verification Specialist
US Bank
08.2022 - 03.2023
Transaction Processor
US Bank
01.2020 - 11.2021
Elementary Education -
Oklahoma Baptist College