Jamie Hartwell
Farmers
Harleton
7
years of professional experience
Results-driven Licensed Insurance Agent with expertise in client account management and new client acquisition. Delivered tailored insurance solutions and drove sales through effective communication. Notary public enhancing service offerings.
Work History
Licensed Insurance Agent
7 Months- Assisted clients in understanding insurance products and coverage options.
- Developed strong relationships with clients through effective communication and service.
- Processed policy applications efficiently, ensuring accuracy and compliance with regulations.
- Conducted policy reviews to identify opportunities for upgrades or adjustments.
- Collaborated with team members to streamline workflow and improve service delivery.
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Front Desk Receptionist
4 Months- Greeted and assisted visitors, ensuring a welcoming atmosphere at front desk.
- Managed multi-line phone system, directing calls to appropriate departments efficiently.
- Scheduled appointments and meetings, optimizing office calendar for staff availability.
- Processed incoming and outgoing mail, maintaining organization of correspondence.
- Assisted with administrative tasks, including filing and data entry for improved efficiency.
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Maintained front desk inventory, ensuring adequate supplies for daily operations.
Teller/Customer Service Representative
1 Month- Processed customer transactions efficiently and accurately.
- Assisted customers with account inquiries and product information.
- Maintained cash drawer balance, ensuring accuracy throughout shifts.
- Promoted bank services to enhance customer experience and engagement.
- Complied with banking regulations and internal policies consistently.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
Teller/Banking Customer Service Representative
9 Months- Assisted members with account inquiries, providing exceptional customer service.
- Processed member transactions accurately and efficiently using credit union software.
- Maintained cash drawer integrity through diligent balancing and reconciliation practices.
- Educated members on product offerings, enhancing overall member satisfaction.
- Identified and resolved transaction discrepancies promptly, ensuring high accuracy levels.
- Participated in promotional events to increase member engagement and service awareness.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Teller/Banking Customer Service Representative
5 Years- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Supported training of new tellers, fostering a collaborative learning environment.
- Collaborated with team members to streamline operational procedures, improving workflow efficiency.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Answered customer inquiries regarding account balances, transaction history, service charges, and interest rates.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Demonstrated adaptability during peak business hours by multitasking and prioritizing tasks to maintain efficiency and quality of service.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
Education
No Degree - Criminal Justice
Skills
Licensed insurance agent
Insurance sales expertise
Client management
Account management
Sales training
Customer support
Follow-up communication
Customer service
Sales quotes
Upselling
Client acquisition
Client evaluation
Timeline
Licensed Insurance Agent
Farmers
01.2026 - CurrentRead More
Front Desk Receptionist
Drill Tools
08.2025 - 12.2025Read More
Teller/Customer Service Representative
Cadence Bank
04.2025 - 05.2025Read More
Teller/Banking Customer Service Representative
East Texas Professional Credit Union
07.2024 - 04.2025Read More
Teller/Banking Customer Service Representative
Barksdale Federal Credit Union
06.2019 - 06.2024Read More
Kilgore College
No Degree from Criminal Justice
Read More