Jennifer Casey
Tiverton
Summary
Dynamic Office Manager at Triton Insurance Agency with a proven track record in enhancing operational efficiency and customer satisfaction. Expert in office administration and organizational skills, I streamlined workflows and developed policies that improved communication. Adept at managing sensitive information while delivering exceptional customer service, ensuring client retention and satisfaction.
Overview
38
38
years of professional experience
Work History
Office Manager
Triton Insurance Agency
06.2013 - Current
- Streamlined office operations, enhancing overall efficiency and productivity.
- Managed scheduling and coordinated appointments for staff and clients.
- Developed and implemented office policies to improve workflow and communication.
- Oversaw inventory management, ensuring adequate supplies for daily operations.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Personal Account Manager
Oceanpoint Insurance Agency
12.2009 - 06.2013
- Managed client accounts, ensuring satisfaction and retention through personalized service.
- Developed tailored insurance solutions based on client needs and risk assessments.
- Coordinated with underwriters and claims adjusters to facilitate seamless policy administration.
- Conducted regular account reviews, identifying opportunities for upselling additional coverage options.
Underwriter
Travelers Insurance
03.1988 - 08.2008
- Evaluated complex insurance applications to determine risk exposure and coverage eligibility.
- Analyzed underwriting guidelines and protocols to ensure compliance with industry standards.
- Collaborated with agents to clarify application details and resolve discrepancies efficiently.
- Mentored junior underwriters in risk assessment techniques and policy interpretation.
- Developed training materials for new underwriting processes, enhancing team competency and consistency.
- Led initiatives to streamline underwriting workflows, resulting in improved processing times.
Education
High School Diploma -
Tiverton High School
Tiverton, RISkills
- Customer service
- Office management
- Organizational skills
- Office administration
- Billing
- Clear oral/written communication
- Customer relations
- Administrative support
Timeline
Office Manager
Triton Insurance Agency
06.2013 - Current
Personal Account Manager
Oceanpoint Insurance Agency
12.2009 - 06.2013
Underwriter
Travelers Insurance
03.1988 - 08.2008
High School Diploma -
Tiverton High School