Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jennifer Wilson

Lewisville,TX

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Successful and seasoned with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of Client relation with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

9
9
years of professional experience

Work History

Multi-Line Insurance Agent

AAA California
12.2006 - 05.2009
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Maintained high standards of customer service by building relationships with clients.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Obtained underwriting approval by completing application for coverage.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Educated clients on insurance policies and procedures.
  • Analyzed customer needs to provide customized insurance solutions.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Collected premiums on or before effective date of coverage.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Evaluated competitors' products and services to gain competitive advantage.

Warranty Supervisor

Dan Gamel RV
09.2003 - 11.2006
  • Prepared and, processed Warranty claims for multiple RV lines. Extensive person to person contact with Warranty Representative's to obtain Pre Authorization for particular jobs per work orders. Submitted claims via computer software. Reconciled all Credit Memos generated for claims submitted which correlated with company's accounts payable receivable. Received bonus percentage monthly based on claims paid. Worked side by side with all Technician's, shop supervisors for clarity in specifics on warranty items for work orders. This all required data entry.

Head Dental Assistant

Scott M. Janzen D.D.S.
12.1999 - 09.2003
  • Supported dentists during procedures, assisting dental fillings, permanent, and temporary crowns and sealants.
  • Prepared rooms for patient treatment by cleaning and sterilizing tools and equipment and setting up x-ray machines.
  • Assisted dentists by passing instruments, suctioning intraoral fluids, adding water, and mixing materials for fillings, casts and impressions.
  • Educated patients on dental hygiene, pre-surgical instructions and post-surgical care.
  • Assisted dentist in management of medical or dental emergencies with prompt patient scheduling and surgical support.
  • Prepared and positioned patients for procedures, clipping dental napkins and placing patient safety devices.
  • Took dental images following strict patient protection rules, applying lead aprons.
  • Prepared treatment room for patients by following prescribed procedures and protocols of [Business Name].
  • Assisted dentist by managing medical emergencies.
  • Educated patients by giving oral care hygiene and plaque control instructions.
  • Maintained dental supply inventory by checking stock to determine inventory level.
  • Assisted dentist by sterilizing and delivering dental instruments to treatment room.
  • Cleaned and sanitized dental tools and equipment, straightened treatment rooms, and restocked supplies to prep for next patient and maintain health and safety practices.
  • Sanitized trays, instruments, and surfaces for clean dental office setting and patient safety.
  • Successfully assisted dentist by performing four-handed dentistry and other chair-side duties.
  • Performed general chair-side duties for general dentistry, endo procedures, and oral surgery.
  • Explained treatment procedures and instructed patients on home care guidelines.
  • Sterilized rooms and prepped equipment and instruments for [Number] procedures daily.
  • Maintained dental supply inventory by checking stock to determine inventory levels and placing and expediting orders for supplies.
  • Prepared patient x-rays and images for dentist review.
  • Documented patient dental health information, medical history, and vital signs for future reference.
  • Assisted dentists, hygienists, and other personnel by handing appropriate tools and supplies needed for procedures.
  • Prepared and arranged instruments, medications, and required materials for dental procedures.
  • Recorded patients' health histories, documented current symptoms, and pulled up records from prior visits for dentists to view and evaluate.
  • Scheduled appointments for new and existing customers, factoring in provider availability and scheduling loads.
  • Created dental impressions used for diagnostics, opposing models and study casts to make crowns, bridges, and other dental prosthetics.
  • Monitored patient comfort and safety during dental procedures.
  • Scheduled and confirmed patient appointments.
  • Entered patient data into computer system, adhering to strict privacy laws and maintaining high level of accuracy.
  • Exposed, developed and mounted dental x-rays.

Education

Associate of Science - Dental Assisting

San Joaquin Valley College
Fresno, CA
03.1999

High School Diploma -

Bullard High School
Fresno, CA
06.1991

Skills

    • Decision Making
    • Underwriting Knowledge
    • Negotiation and Persuasion
    • Customer Relationship Management
    • Computer Proficiency
    • Attention to Detail
    • Interpersonal Abilities
    • Product Knowledge Mastery
    • Effective Communication
    • Professional Networking
    • Insurance Sales Expertise
    • Policy Analysis and Interpretation
    • Time Management
    • Adaptability and Flexibility
      • Claims Handling and Processing
      • Active Listening
      • Self-Motivation
      • Critical Thinking
      • Goal Oriented
      • Teamwork and Collaboration
      • Organizational Skills
      • Client Relations
      • Account Management
      • Customer Follow-Up
      • Customer Service
      • Policy Renewals
      • Client Retention
      • Quotes and Sales

Timeline

Multi-Line Insurance Agent

AAA California
12.2006 - 05.2009

Warranty Supervisor

Dan Gamel RV
09.2003 - 11.2006

Head Dental Assistant

Scott M. Janzen D.D.S.
12.1999 - 09.2003

Associate of Science - Dental Assisting

San Joaquin Valley College

High School Diploma -

Bullard High School

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Jennifer Wilson