Jessica Hart

• Executed data entry and processing to transfer policies between systems, ensuring accuracy of information.
• Troubleshot errors, reported defects, and managed information discrepancies during system migration.
• Developed comprehensive Excel charts and utilized advanced formulas to enhance data presentation.
• Created detailed training documentation for coworkers to facilitate understanding of new system functionalities.
• Trained CSR team on policy conversion processes and troubleshooting techniques for improved efficiency.

• Processed changes to insured policies, quoted new business policies, and collaborated with underwriters on processing.
• Answered client inquiries regarding policies, billing, and claims, ensuring efficient communication.
• Engaged with agents to communicate necessary policy changes and facilitate transfers to direct underwriters.
• Surpassed weekly goals for processing policy changes and renewing existing policies.
• Collaborated with team members to achieve collective targets, fostering a supportive environment.
• Trained new hires within months of joining, creating comprehensive training notes for future reference.
• Educated team members on interpreting billing screens to enhance customer service effectiveness.

• Managed high call volumes from insured, agents, and mortgage companies to resolve inquiries.
• Assisted insureds in comprehending monthly billing and breakdown of fees.
• Guided agents in determining future payments after policy reinstatements or modifications.
• Contacted mortgage companies and agents regarding cancelled policies and EFT failures.

Processed payments from insured and mortgage companies, applying them to respective policies.

Achieved Property and Casualty Insurance Agency License on first attempt through online courses and testing.
Gained knowledge of various insurance company regulations for new business operations.
Responded to client inquiries via phone, providing clear and accurate information.
Processed payments efficiently while ensuring compliance with industry standards.

Answered phones, providing information and customer service to insured and agencies.

• Transferred calls to appropriate claims adjusters for efficient case handling.
• Transcribed claims investigations and attached relevant police reports and photos.
• Mailed denial letters, payment notifications, subrogation documents, and information requests.
• Organized emails and documents into designated areas for CSR processing.
• Documented claims with additional details from police reports or conversations with insured.

Sorted agency mail and allocated to corresponding slots.
Processed incoming mail for distribution to respective departments.
Utilized inserter machine for handling large packets and stuffing envelopes.
Employed mailer machine for sealing and dating stamped mail.
Organized insured policy packet information efficiently.
Mailed large company packages to designated recipients.

• Managed high-volume transactions during peak hours, ensuring seamless customer experiences.
• Balanced cash drawers at shift's end, minimizing discrepancies in financial records.
• Responded to customer inquiries regarding account balances, transaction history, and service charges.
• Established client trust by maintaining confidentiality of sensitive financial information.
• Executed daily upgrades and restocking of ATM machines to ensure operational efficiency.
• Conducted end-of-day balancing for vault and company transactions.
• Assisted customers with lockbox access, prioritizing privacy and security.
• Utilized scanners throughout the day to process and balance transactions effectively.