Summary
Overview
Work History
Education
Skills
Timeline
Awards
Other Activities
Generic

Jamie Leigh Porter

Barker

Summary

To fulfill a long-term permanent career

Results-oriented professional, prepared for opportunity in account management. Proven track record of creating strong client relationships and delivering solutions to meet client needs. Team player, focused on achieving results with excellent communication and problem-solving skills.

Overview

10
10
years of professional experience

Work History

Remote Account Representative

KeyBank National Association
01.2023 - 07.2025

* Daily servicing of existing client accounts via inbound phone calls.

* Certified to service consumer checking & savings, consumer credit cards, consumer loans & lines of credit and mortgage accounts.

* Servicing included account changes, payments, balance and transaction inquiries, starting fraud claims, escrow review for mortgage accounts, linking debit and credit cards to mobile wallet, replacing lost/stolen debit & credit cards, etc.

Office Manager

The Tuttle Agency, Allstate Insurance
02.2018 - 01.2023

* Service & retention of existing customer policies.

* Sale of new personal & commercial lines.

* Introducing need for life & financial products.

Sales/Service Associate

Keith Roth LLC, Allstate Insurance
07.2016 - 02.2018

* Telemarketing for new prospects.

* Sale of personal & commercial line products.

* Service & retention of existing customers.

Sales/Service Associate

David Johnson Agency- Allstate Insurance
04.2015 - 07.2016

* Prospecting new leads at fairs, festivals, shows.

* Outbound calls to leads obtained at above events.

* Service of existing customer policies.

Education

Continuing Education Requirements -

Flood Insurance program
02.2017

Training for P&C exams -

NYS Insurance Dept.
01.2016

Regents Diploma -

Barker Central High School
08.1997

Skills

  • * Customer Rapport Builder
  • * Trusted Advisor
  • * Office Management
  • * Account management
  • * Customer relationship management
  • * Goal oriented
  • * Document management

Timeline

Remote Account Representative

KeyBank National Association
01.2023 - 07.2025

Office Manager

The Tuttle Agency, Allstate Insurance
02.2018 - 01.2023

Sales/Service Associate

Keith Roth LLC, Allstate Insurance
07.2016 - 02.2018

Sales/Service Associate

David Johnson Agency- Allstate Insurance
04.2015 - 07.2016

Continuing Education Requirements -

Flood Insurance program

Training for P&C exams -

NYS Insurance Dept.

Regents Diploma -

Barker Central High School

Awards

Consistent meeting 100/100 club quarterly

Consistent with meeting monthly sales goals.  

Achieved “Bundling Mastery”.

Other Activities

I am personable. I love meeting people, helping people & working with people. In my spare time, I enjoy my side job as an antique dealer. I rent space in an antique co-op which allows me to meet new people, spread word of mouth for potential new customers, referrals, etc.