Summary
Overview
Work History
Education
Skills
Licenses
Timeline
Generic

Jennifer Vance

Lehigh Acres,FL

Summary

Highly motivated and experienced professional who is willing to learn any task that is assigned. Very knowledgeable with all types of insurance policies. Excellent research skills.

Overview

11
11
years of professional experience

Work History

Agent’s Executive Assistant

Ann Clark State Farm
05.2019 - 01.2024
  • Handled and promptly resolved customer complaints to maintain professional relationships.
  • Followed up on customers' inquiries to assess satisfaction with provided solutions.
  • Resolved caller issues quickly and thoroughly.
  • Informed clients of policies and procedures.
  • Established strong customer relationships, building recommendations and loyalty.
  • Maintained comprehensive product and service knowledge for accurate, informative customer advice.
  • Educated clients on insurance policies and procedures.
  • Met with customers to provide information about available products and policies.

Customer Care Representative

Alta Resources
03.2018 - 04.2019
  • Answer incoming calls from customers about their vehicles.
  • Answer questions about warranty information.
  • Assist customers with phone pairing and radio system issues.
  • Transfer calls to other departments as needed.
  • Escalate cases to case management when needed.

Licensed Insurance Agent

Alta Resources
09.2017 - 03.2018
  • Answered questions from existing policy holders about their new plans for 2018.
  • Advised new customers which policy would best fir their needs for the next year.
  • Researched doctors, hospitals, and medications for prospective customers to see if the plan that they were interested in was taken by their providers.

Operator

Millennium Physician Group
01.2017 - 08.2017
  • Answered a constant flow of customer calls with up to 12 calls in queue per minute.
  • Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment.
  • Complete requests for prescription refills and callbacks for clinical staff
  • Assist current patients with scheduling appointments
  • Create charts for new patients
  • Assist specialists offices with request for information on patients

Customer Care Rep

Alta Resources
07.2015 - 01.2017
  • Assisted customers with questions about Blue Cross and Blue Shield products.
  • Assisted customers with the purchase of Blue Cross and Blue Shield products.
  • Performed these tasks either by phone or by web chat.
  • Assisted customers with filling out PDF applications via the telephone.
  • Assist customers with basic inquiries.

Independent Agent

Aflac
03.2013 - 11.2016
  • Evaluated leads obtained through direct referrals, lead databases and cold calling.
  • Identified and solicited sales prospects in agency databases.
  • Calculated quotes and educated potential clients on insurance options.
  • Modeled exceptional customer service skills and appropriate diagnostic sales techniques.

Education

Biology

Queens University of Charlotte
Charlotte, NC

Skills

  • Adept at prioritizing/managing deadlines
  • Quick learner
  • Proficient in cash management
  • HIPPA compliance
  • Manual dexterity
  • Word processing
  • Accurate and detailed
  • Life and health insurance products
  • Professional and mature
  • Flexible
  • Maintains confidentiality
  • Independent worker
  • Dedicated team player

Licenses

Agent

 0215-LIFE INCL VAR ANNUITY & HEALTH

 0220+GENERAL LINES (PROP & CAS)

Timeline

Agent’s Executive Assistant

Ann Clark State Farm
05.2019 - 01.2024

Customer Care Representative

Alta Resources
03.2018 - 04.2019

Licensed Insurance Agent

Alta Resources
09.2017 - 03.2018

Operator

Millennium Physician Group
01.2017 - 08.2017

Customer Care Rep

Alta Resources
07.2015 - 01.2017

Independent Agent

Aflac
03.2013 - 11.2016

Biology

Queens University of Charlotte
Jennifer Vance