JAMIE STARKEY

• Ensuring office productivity and organization.
• Developed strong customer relationships through effective communication and problem-solving.
• Managed client inquiries, ensuring timely resolutions and high satisfaction levels.
• Facilitated product presentations, enhancing customer understanding of features and benefits.
• Trained new representatives on company policies and best practices, improving team performance.
• Mentored junior staff, fostering professional development and encouraging team cohesion.
• Increased customer satisfaction by addressing and resolving complaints in a timely manner.
• Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
• Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
• Exceeded performance targets through diligent work ethic and focus on results-driven tasks.
• Responded to customer questions via telephone and written correspondence regarding insurance benefits, provider contracts, eligibility, and claims.
• Contributed to team sales goals by upselling products and services to customers.
• Commercial Lines experience

• Delivering top-notch customer service in the role.
• Scheduling and coordinating appointments between clients and CPAs.
• Bookkeeping services
• Accounts payable.
• Payroll processing.
• Monthly payroll tax, liability tax payments, 1099 processing,
• QBO and QBD, along with other tech software used in the accounting field.

• Maintained a customer service role while exceeding sales goals.
• Handled accounts receivable and daily deposits.
• Managed the second location through 2019.
• Resolved customer inquiries and issues through effective communication and problem-solving techniques.
• Managed policy changes, ensuring accuracy and adherence to company guidelines.
• Trained new representatives on best practices for customer engagement and system usage.
• Maintained detailed records of customer interactions and transactions in CRM software.
• Mentored junior staff, fostering a culture of continuous learning and professional growth.
• Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.

Worked for this agent from 2014 to 2019 in the office, and then from May 2020 to October 2021 as a remote producer.

• Client Success and Sales Specialist.
• Quote experience with multiple carriers to provide the most favorable outcome for each client.
• Worked closely with mortgage lenders to produce great coverage and rates for new homeowners.
• Ensuring office productivity and organization.
• Writing SOP manuals for future training.