Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Generic

Jessica Philpot

Lisenced Personal Lines Insurance Producer
Tulsa,OK

Summary

Dynamic customer service professional with a proven track record at Brown Insurance Agency, excelling in service excellence and effective problem resolution. Skilled in managing high call volumes while fostering strong client relationships, I enhanced customer satisfaction through meticulous data management and active listening, significantly improving retention rates.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Customer Service Representative

Brown Insurance Agency
Sapulpa, OK
02.2025 - 07.2025
  • Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
  • Completed customer applications and updated records to reflect current information.
  • Handled sensitive customer information carefully, always adhering to strict data privacy regulations.
  • Processed policy updates and changes accurately, ensuring client needs were met promptly.
  • Processed insurance policy cancellations and renewals quickly to meet call time targets.
  • Liaised with insurance carriers to resolve billing errors and discrepancies.
  • Fostered strong relationships with policyholders to promote loyalty and retention.
  • Collected premiums and issued accurate receipts.
  • Posted payments to accounts and maintained records.
  • Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.

Deposit Operations Specialist

Alorica
Tulsa, OK
06.2024 - 12.2024
  • Managed daily deposit operations tasks, ensuring accurate and timely completion of all transactions..
  • Handled PIN reorders, new cards, and maintenance for debit cards.
  • Coordinated with the IT department to identify, troubleshoot, and resolve any system-related issues impacting deposit operations.
  • Maintained the confidentiality of the bank's customers and adhered to all regulatory requirements.
  • Maintained friendly and professional customer interactions.
  • Assisted customers with banking needs and inquiries.
  • Handled various accounting transactions.
  • Educated customers on online banking and mobile banking applications.
  • Processed applications for new accounts.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Performed account maintenance by closing out accounts and changing customer addresses.
  • Executed wire transfers, stop payments, and account transfers.

Warehouse Associate and Trainer

Macys Fullfillment Center
Owasso, OK
08.2022 - 05.2024
  • Prepared orders for shipment by picking, packing, and labeling merchandise.
  • Displayed adaptability by taking on various roles within the warehouse as needed, including receiving, shipping, and inventory control duties.
  • Worked safely around moving machinery.
  • Consistently lifted materials weighing as much as 50 pounds.
  • Increased accuracy in picking orders by utilizing electronic scanning devices and following established procedures.
  • Assisted in reducing product damage by properly handling and storing materials.
  • Assembled orders and packed items for shipment, conveying orders to shipping personnel
  • Assisted in training new hires, sharing best practices, and supporting their integration into the team.
  • Operated various types of equipment, such as forklifts, pallet jacks, or hand trucks, safely while moving products throughout the facility.
  • Shipped material and performed boxing, packing, labeling, and preparation of related documents.
  • Used handheld scanners to track and maneuver freight throughout the distribution network efficiently.
  • Loaded and unloaded materials onto and off of trucks for fast shipment.
  • Used machinery and equipment such as box cutters, shrink-wrap guns, and electric pallet jacks.
  • Helped train new employees in safe practices and warehouse procedures.

Kid's Club Supervisor

Genesis Health Clubs
Broken Arrow, Oklahoma
05.2021 - 09.2022
  • Identified areas for improvement within the Kids' Club program, making necessary changes to enhance the overall quality of service.
  • Collaborated with other departments to create memorable events incorporating educational components and family involvement.
  • Managed staff schedules, ensuring proper coverage for all activities and maintaining a high standard of care.
  • Fostered strong relationships with parents, maintaining open communication about their child's progress.
  • Established a safe and nurturing environment for children to learn and grow through adequate supervision and guidance.
  • Sanitized dishes, tabletops, toys, and frequently touched surfaces to prevent the spread of germs.
  • Developed age-appropriate activities and crafts to engage children.
  • Led children in creative, athletic, and educational activities while maintaining a safe and orderly group.

Education

BBA - Business Administration

Southern New Hampshire University
Manchester, NH
05-2027

Skills

  • Service excellence

  • Effective problem resolution

  • Active listening

  • Comprehensive understanding of products

  • Skilled in managing inbound calls

  • Adaptability and flexibility

  • Detail-oriented data management

  • Customer service expertise

  • Appointment scheduling

  • Proficient in computer applications

Affiliations

National Association of Insurance Commissioners (NAIC)

Oklahoma Insurance Department (OID)

Certification

Licensed Personal Lines Insurance Producer

Timeline

Licensed Personal Lines Insurance Producer

08-2025

Customer Service Representative

Brown Insurance Agency
02.2025 - 07.2025

Deposit Operations Specialist

Alorica
06.2024 - 12.2024

Warehouse Associate and Trainer

Macys Fullfillment Center
08.2022 - 05.2024

Kid's Club Supervisor

Genesis Health Clubs
05.2021 - 09.2022

BBA - Business Administration

Southern New Hampshire University

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Jessica PhilpotLisenced Personal Lines Insurance Producer
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