Jenna Reese
Fort Plain,NY
Summary
Experienced with analyzing client needs, policy development, servicing claims and insurance sales. Balance the accounts receivable for premium funds daily. Specialize in communicating with all types of people to help them find coverage that is affordable and protects them where it matters most. Utilize a consultative approach to match clients with appropriate products, while also listening and curating to each persons' specific needs. Keeping up-to-date knowledge of state and company guidelines as they change in real-time, and confer with teammates to ensure the development of the best insurance quoting practices.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Receptionist/ Licensed Account Representative
SHULTS INSURANCE AGENCY
08.2022 - Current
- Licensed 6 months after starting as a receptionist
- Help clients face-to-face and over the phone with billing accounts, policy questions, claims services, and new policies (personal lines)
- Participate in social media marketing and advertisement products, as well as planning internal activities
- Licensed for Personal and Commercial Lines in NYS
Front-of-House
APPLEBEES GRILL & BAR
03.2022 - 12.2022
- Specifically hosting and serving tables
- Welcomed 75+ guests daily, sent out orders correctly and quickly, trained newly hired people in each position, and informed guests or fellow staff about new specials, fundraisers, and changes to the menu/restaurant policies
- Strengthened customer service skills and fine-tuned training skills
Supervisor
SYRACUSE CARRIER DOME
09.2021 - 12.2021
- Trained and managed 10-15 new employees every shift
- Solely responsible for the completion of all tasks while simultaneously helping customers
- Strengthened people skills, leadership skills, and problem-solving tactics
Education
Some College (No Degree) - Introductory Business And Biology Courses
Syracuse University
Syracuse, NYDiploma -
Fort Plain Jr./Sr. High School
Fort Plain, NY06.2020
Skills
- Leadership Skills
- Time management
- Organization skills
- Customer/Client relations
- Licensed insurance agent
- Professionalism
- Telephone skills
Awards
- DIPLOMA: Mastery in Science, Certificate of Merit
- NYS Broker/Agent Insurance License (P&C)
Personal Information
Age: 22
Certification
Licensed as an Insurance Agent/Broker in New York State
Timeline
Receptionist/ Licensed Account Representative
SHULTS INSURANCE AGENCY
08.2022 - Current
Front-of-House
APPLEBEES GRILL & BAR
03.2022 - 12.2022
Supervisor
SYRACUSE CARRIER DOME
09.2021 - 12.2021
Diploma -
Fort Plain Jr./Sr. High School
Some College (No Degree) - Introductory Business And Biology Courses
Syracuse University
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