Jessi Studebaker
Greeley,CO
Summary
Dynamic Licensed Insurance Producer with a proven track record at State Farm Insurance Inc, excelling in risk assessment and customer retention. Adept at navigating complex policy applications and ensuring regulatory compliance, I consistently exceed sales goals while fostering strong client relationships and delivering exceptional service. Notary certified with expertise in claims resolution.
Overview
12
12
years of professional experience
Work History
Licensed Insurance Producer
State Farm Insurance Inc
Greeley, CO
02.2022 - Current
- Analyzed policy applications and documents to ensure compliance and risk alignment.
- Maintained client records, reviewed coverages, and conducted policy audits.
- Communicated with clients, underwriters, and adjusters to resolve claims and document gaps, mirroring loan file coordination.
- Exceeded company sales goals for new policies.
- Pursued continued professional development through insurance workshops, course and webinars.
- Provided advice on risk management strategies to reduce potential losses from insured events.
Licensed Insurance Producer
American Family Insurance
Topeka, KS
03.2021 - 03.2025
- Processed client data and documents for policy creation and updates.
- Explained complex coverage terms to clients — strengthening client understanding of legal documents.
- Ensured all required documentation was complete and compliant before submission.
- Educated clients on risk management strategies and claims processes.
- Provided training support for new team members on company systems and procedures.
- Researched underwriting guidelines to determine eligibility for specific products or services.
Office Manager, P&C Licensed
State Farm Insurance Inc
Topeka , Ks
04.2019 - 10.2020
- Managed internal workflows, updated compliance records, and oversaw client documentation.
- Screened applicants and maintained office files.
- Assisted in recruiting, onboarding and training new employees.
- Trained new employees on office protocols and software systems.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Supervised staff members, organized schedules and delegated tasks.
Medical Receptionist
Lawrence Eye Care
Lawrence , KS
09.2016 - 03.2019
- Verified patient insurance coverage and collected necessary documentation.
- Scheduled appointments, entered sensitive data, and adhered to HIPAA compliance.
- Assisted in processing insurance claims for timely reimbursement.
- Coordinated communication between healthcare providers and patients effectively.
- Verified insurance coverage for appointments and collected co-payments as required.
- Prepared charts for new patients, ensuring all necessary forms were completed correctly.
Financial Triage Specialist
The Midland Group
Lawrence , KS
07.2013 - 08.2016
- Reviewed financial records, negotiated payment plans, and handled sensitive account information.
- Researched discrepancies and collaborated with departments to resolve financial documentation issues.
- Preparing financial reports for management review and analysis.
- Reviewed and analyzed contracts to resolve billing issues with vendors and carriers.
- Monitored payment deadlines to ensure timely processing of invoices.
- Communicated effectively with cross-functional teams to streamline payment workflows.
Education
Associate of Science - Practical Nursing
Wichita State University
Wichita, KS05-2008
Skills
- Notary
- Risk Assessment & Documentation Review
- Loan & Policy Application Processing
- Customer Service & Retention
- Regulatory Compliance (State, HIPAA, Insurance)
- Claims Investigation & Resolution
- Data Accuracy & Records Management
- Cross-Department Communication
- CRM & Office Systems (MS Office, Insurance Software)
Timeline
Licensed Insurance Producer
State Farm Insurance Inc
02.2022 - Current
Licensed Insurance Producer
American Family Insurance
03.2021 - 03.2025
Office Manager, P&C Licensed
State Farm Insurance Inc
04.2019 - 10.2020
Medical Receptionist
Lawrence Eye Care
09.2016 - 03.2019
Financial Triage Specialist
The Midland Group
07.2013 - 08.2016
Associate of Science - Practical Nursing
Wichita State University
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