Jennifer Wilson
Mesa,AZ
Summary
Dynamic Insurance Specialist with a proven track record at Allstate, excelling in client relations and policy analysis. Adept at enhancing customer satisfaction through effective documentation and timely claims processing. Skilled in CRM software, I foster strong client connections while training new hires to ensure seamless service delivery.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Insurance Specialist
Allstate
Gilbert, AZ
04.2025 - Current
- Assisted clients in understanding insurance policy options and coverage details.
- Processed claims efficiently, ensuring accurate documentation and timely resolution.
- Conducted data entry using internal systems to maintain up-to-date client records.
- Collaborated with team members to streamline administrative processes and improve service delivery.
- Responded to customer inquiries, providing information on policies and procedures promptly.
- Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
- Trained new hires on company policies and procedures, ensuring a seamless transition into the Insurance Specialist role.
Supervising Sales Agent
Globe Life Liberty National
Tempe, AZ
06.2024 - 03.2025
- Cultivated relationships with clients to understand needs and provide tailored insurance solutions.
- Conducted presentations to educate potential customers on product benefits and features.
- Assisted in identifying target markets, enhancing outreach strategies for new customer acquisition.
- Collaborated with team members to develop effective sales techniques and improve conversion rates.
- Trained and mentored sales representatives on effective sales techniques
Front Office Coordinator
Dental Center of Mesa
Gilbert, AZ
01.2021 - 04.2024
- Coordinated patient scheduling and appointment confirmations to enhance office efficiency.
- Managed front desk operations, ensuring seamless patient check-in and check-out processes.
- Developed and maintained electronic health record systems for accurate patient information tracking.
- Assisted in implementing office policies to improve patient flow and reduce wait times.
Education
Bachelor of Science - Public Relations
California State Polytechnic University, Pomona
Pomona, CA01-2010
Skills
- Documentation skills
- Policy analysis
- Reporting skills
- Account management
- Customer service
- Client relations
- Client needs analysis
- Policy writing
- Leads prospecting
- CRM software
Certification
Life and Health Insurance License
Property and Casualty License
Timeline
Insurance Specialist
Allstate
04.2025 - Current
Supervising Sales Agent
Globe Life Liberty National
06.2024 - 03.2025
Front Office Coordinator
Dental Center of Mesa
01.2021 - 04.2024
Bachelor of Science - Public Relations
California State Polytechnic University, Pomona