Motivated Client Service Representative with proven administrative, problem-solving and customer relations skills. Collaborative and driven with clear focus on putting clients first and supporting team needs. Well-organized, flexible and computer-savvy.
Overview
21
21
years of professional experience
Work History
Insurance Client Service Representative
Kimball Cooke Insurance Agency
06.2019 - 07.2023
Accessing customer accounts and policy schedules
Call clients on cancellation and policy non renewals for hopeful reinstatement options
Analyze customer complaints and recommend solutions
Write applications and quotes for Commercial, Personal, Bonds, Auto and Workers Compensation policies
Work with underwriters
Maintain strong clientele relationship with customers
Manage and protect the reputation of the company
Great Customer Service skills in office, via phone and email
Receive, process and forward claims to the appropriate company/department for handling and investigation
Enter audits and audit adjustments
Multi-task, solve problems and analyze all situations.
Administrative Assistant To The Principal
Athol Royalston Middle School
06.2002 - 01.2009
Answer and direct phone calls
Produce and distribute correspondence
Keep inventory records
Bid Supply, Order supplies from individual budgets
Scheduling appointments and organizing the day for the principal
Writing professional and legal letters
Maintained spreadsheets and word Documents
Submit and reconcile expense reports
Handle sensitive material in a confidential manner.
Insurance Advisor and Marketing Coordinator at Jeff Cooke Insurance Agencies Ltd.Insurance Advisor and Marketing Coordinator at Jeff Cooke Insurance Agencies Ltd.