Jennie Frame

Agent Assistant

Jack McCoy - State Farm

Cuyahoga Falls

02.2021 - Current

Assisted agents in preparing policy documents and client communications.
Managed client inquiries and provided accurate information about coverage options.
Processed policy applications and renewals with attention to detail and accuracy.
Facilitated training sessions for new staff on agency procedures and systems.
Resolved customer complaints in a professional manner while adhering to company policies.
Performed administrative tasks such as updating contact lists or preparing mailings.
Provided customer service by answering questions regarding policy coverage, pricing, and other related topics.
Monitored changes in industry regulations and adjusted practices accordingly.
Coordinated with underwriters to ensure timely processing of claims and payment of benefits.
Maintained accurate records of all client interactions in the company database.
Entered customer data into computer systems, ensuring accuracy and completeness of records.
Generated quotes for customers based on their individual needs, budget constraints, and risk tolerance levels.
Processed payments for insurance premiums and updated account information as needed.
Verified that documents were properly completed before submitting them to the appropriate department.
Assisted with filing claims paperwork and provided support throughout the entire process.
Conducted research on prospective clients to determine eligibility for specific insurance plans.
Filed and submitted insurance claims.
Researched coverage and premium options and supplied clients with best coverage available for individual needs.
Pleasantly welcomed visitors, answered phone calls, and maintained front reception desk.
Handled incoming calls and directed callers to appropriate department or employee.
Drove customer feedback to deliver information to management for corrective action.