Jaime Evers
Fairfield,OH
Summary
Proven Insurance Account Specialist with a track record of enhancing operational efficiency at State Farm and fostering client loyalty through exceptional relationship building. Skilled in underwriting principles and claims processing, coupled with strong problem-solving abilities and teamwork. Achieved significant improvements in policy issuance speed and customer satisfaction.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Insurance Account Specialist
State Farm
10.2018 - Current
- Facilitated inter-departmental collaboration to improve operational performance across all areas of the business.
- Streamlined the underwriting process for increased efficiency and faster policy issuance.
- Conducted thorough risk assessments for accurate pricing and policy development in alignment with industry regulations.
- Maximized policyholder satisfaction by conducting regular follow-ups, proactively addressing concerns, and offering additional coverage options as needed.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
- Handled sensitive customer information with discretion, adhering to strict data privacy regulations at all times.
- Documented customer interactions and transactions for accurate, up-to-date records.
- Assisted clients in filing claims, coordinating with adjusters to expedite the process and secure fair settlements.
- Educated customers on available discounts, promoting loyalty and policy retention through tailored recommendations.
- Streamlined office procedures by organizing files and implementing an efficient document management system.
Shift Leader Manager
Walgreens
05.2013 - 09.2018
- Oversaw cash handling procedures, reducing discrepancies and increasing overall accuracy in financial transactions.
- Trained and mentored new employees to maximize team performance.
- Resolved customer complaints promptly and professionally, fostering positive relationships and maintaining brand loyalty.
- Adapted quickly to changing circumstances during shifts by reallocating resources effectively while maintaining a high level of customer satisfaction.
- Established clear lines of communication within the team, promoting collaboration and efficient problem-solving capabilities among staff members.
- Exercised composure under pressure and in escalated customer service scenarios.
- Monitored employee performance through regular check-ins and informal conversations, proactively addressing concerns early on to maintain productivity levels.
Education
Graduate -
Fairfield High School
Fairfield, OH06.2012
Skills
- Client Relationship Building
- Claims Processing
- Data Interpretation
- Underwriting principles
- Teamwork and Collaboration
- Problem-Solving
- Time Management
- Attention to Detail
- Problem-solving abilities
- Multitasking Abilities
- Excellent Communication
- Organizational Skills
Certification
- Property and Casualty Insurance License
- Life and Health Insurance License
Timeline
Insurance Account Specialist
State Farm
10.2018 - Current
Shift Leader Manager
Walgreens
05.2013 - 09.2018
Graduate -
Fairfield High School