Jessica Davis
Glenside,PA
Summary
Dedicated Customer Service Specialist providing skills to prioritize and multi-task in fast-paced working environment. Successfully works as part of team to reach personal and business goals. Known for successfully handling escalated customer support issues.
Overview
24
24
years of professional experience
Work History
Customer Service Specialist
Lincoln Investment
Fort Washington, PA
06.2016 - Current
- Assist Financial Advisors with routine and difficult questions and situations with client's accounts.
- Provides outstanding service to advisors, sales assistants and clients.
- Provides assistance to advisors and their clients in navigating the website, placing orders, and resolving complaints.
- Provides assistance to advisors on necessary forms needed and company policies.
- Helps advisors navigate Docupace and submit paperwork for processing.
- Help advisors obtain signatures on paperwork using Docusign.
- Helps investors register for the investor website.
Sales and Planning Execution Team
Northwestern Mutual Life Insurance
Philadelphia, PA
04.2014 - 04.2016
- Provided all aspects of sales support to financial representatives to ensure that their focus remains on sales and allows them to build their practice.
- Reviewed client’s information and creates proposals for client meetings.
- Reviewed and submit applications to underwriting.
- Actively managed the underwriting process and follow-ups on outstanding requirements.
- Conducted regular one on one meeting with the representatives. During the meeting we reviewed all of their active cases and I would provide updates on status of their cases in underwriting.
- Answered policyholder’s questions and addressed problems that may arise.
Property and Casualty Insurance Agent/Account Manager
Preston Patterson
Conshohcoken, PA
09.2000 - 05.2008
- Sold various types of commercial insurance policies to businesses on behalf of insurance companies,
including automobile, fire, property, or specialized policies such as professional liability. - Interviewed prospective clients to obtain data about their financial resources and needs
- Called policyholders to deliver and explain policy and suggest additional products that best fit their personal needs.
- Answered customers' questions and addressed problems in person and via phone.
- Customized insurance programs to suit individual customers, often covering a variety of risks
Education
Bachelor of Science - Health Administration
Pennsylvania State University
University Park, PA01-1995
Skills
- Customer Service
- Problem Solver
- Strong knowledge of Broker Dealer and Investments
- Telephone Etiquette
- Calm Demeanor
- Time Management
- Extensive knowledge of Docupace, Zendesk, AS400 and company websites
Timeline
Customer Service Specialist
Lincoln Investment
06.2016 - Current
Sales and Planning Execution Team
Northwestern Mutual Life Insurance
04.2014 - 04.2016
Property and Casualty Insurance Agent/Account Manager
Preston Patterson
09.2000 - 05.2008
Bachelor of Science - Health Administration
Pennsylvania State University
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