Jennifer Whitsitt
Lawrenceville,GA
Summary
Dedicated specialist with 6 years of experience working in insurance industry. Committed to providing superb customer service efficiently and courteously. Proficient in underwriting new and existing accounts and explaining new services and products to interested customers. Knowledge expands to customer service, billing and claims operations.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Insurance Retention Specialist
Automobile Club Of Southern California
04.2022 - Current
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Negotiated contract renewals, securing continued business partnerships with satisfied clients.
- Handled escalated customer complaints professionally, de-escalating situations while finding mutually beneficial resolutions.
- Enhanced customer satisfaction levels with proactive communication and timely resolution of issues.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Posted payments to accounts and maintained records.
Policy Management Specialist
Automobile Club Of Southern California
06.2018 - 04.2022
- Excellent communication skills, both verbal and written.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Modified, updated and processed existing policies.
- Verified client information by analyzing existing evidence on file.
- Identified potential risks associated with current policies and provided solutions to mitigate those risks effectively.
Customer Service and Sales Representative
Wells Fargo, NA
05.2012 - 06.2018
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Consistently met or exceeded quotas by implementing strategic sales plans and effective time management.
- Risk mitigation
- Experience in filing CTR, SAR; knowledgeable BSA
- Maintained course certifications in relation to current bank policies and procedures around fraud prevention, due diligence,etc
- Boosted internal collaboration within the sales team by sharing best practices and offering mentorship when needed.
- Managed efficient cash register operations.
- Managed customer accounts to secure customer satisfaction and repeat business.
- Monitored customers for signs of security concerns and escalated issues to management.
Education
High School Diploma -
Temescal Canyon High School
Lake Elsinore, CA05.2007
Skills
- Customer Service
- Problem Resolution
- Contract Negotiation
- Analytical and Critical Thinking
- Customer Relationship Management
- Customer Retention Strategies
- Upselling and Cross Selling
- Data Analysis
- Relationship Building
- Time Management
- Verbal Communication
- Policy Development
Certification
Resident Personal lines broker-License for CA- March 2023
Timeline
Insurance Retention Specialist
Automobile Club Of Southern California
04.2022 - Current
Policy Management Specialist
Automobile Club Of Southern California
06.2018 - 04.2022
Customer Service and Sales Representative
Wells Fargo, NA
05.2012 - 06.2018
High School Diploma -
Temescal Canyon High School