Julie Wells
Macon,GA
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the insurance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
15
15
years of professional experience
Work History
Sales Team Member
State Farm
03.2025 - Current
- Adhered to all regulations for insurance sales.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Evaluated the effectiveness of various sales strategies using advanced analytics methods, driving revenue growth.
- Drove customer satisfaction by addressing inquiries promptly and providing exceptional support throughout the sales process.
- Maximized sales opportunities by cross-selling additional products such as homeowners, health, or PLUP when appropriate.
Retention Specialist
Everise/Statefarm customer care
05.2024 - Current
- Assisted customers with complaints, inquiries, and billing issues while maintaining a high level of customer satisfaction.
- Utilized CRM software to track customer interactions, record feedback, and monitor progress towards goals.
- Referred unresolved customer service issues to designated departments for investigation.
- Explained new products and services to customers.
- Promoted available products and services to customers during service, account management and order calls.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
- Developed strong customer relationships to encourage repeat business.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Updated databases with new and modified customer data.
- Mentored junior team members and managed employee relationships.
- Answered inbound calls to facilitate customer service.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
Internet service representative
Geico
04.2018 - 10.2023
- Helped a large volume of customers every day with a positive attitude and focus on customer satisfaction
- Responded to customer calls, chats, and emails to answer questions about products, services, billing and technical support
- Demonstrated high attention to detail, organization and management of multiple tasks and projects simultaneously
- Evaluated customer information to explore issues, develop potential solutions, and maintain high-quality service
Claims First notice of loss reporter
ASI
09.2017 - 03.2018
- Worked productively in a fast-moving work environment to process large volumes of claims reporting and payment
- Analyzed and addressed escalated claims to resolve issues quickly to approve payment
Office manager
America's Car-Mart
10.2014 - 05.2015
- Maintained computer and physical filing systems
- Maintained and updated filing systems for paper and electronic documents
- Updated reports, managed accounts, and generated reports for the company database
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving
- Handled all payroll
- Balanced cash drawers and deposits
- Followed state requirements for tag and titles processing
- Processed all invoices and 10 key data entry
Inventory Crew lead
ACIS
09.2010 - 05.2012
- Discussed daily work requirements with crew and assigned skills-based tasks to enable completion of work
- Communicated effectively with upper management, team members, and store management keeping everyone informed of the current status
- Instructed crew members in safe work practices and methods to reduce work-related injuries
- Trained employees in time management and proper ways to complete job duties
- Processed and uploaded all inventory performed and supplied management of the daily store with accurate inventory data
Education
GED -
Dekalb Tech
01.2010
Skills
- Policy Renewals
- Client Retention
- Customer Service
- Client Relations
- Claims Reporting Systems
- Email Marketing
- Quotes and Sales Underwriting and Adjustments
- Problem-solving
- Data entry
- 10 key
- 45 Words per minute typing
- Active listening
- Chat support
- Technical support
- Goal oriented focus
- Time management
- Salesforce
- VPN
- Microsoft office
- Inbound and outbound calls
- Email support
- Billing specialist
- Payroll specialist
- Invoices
- Support tickets
- Clear communication
- Empathy
- De-escalation
- Adaptability
Licenses
GA Resident Personal Lines Insurance Producer, 04/28/18
GA Life and Health license 6/2024
Timeline
Sales Team Member
State Farm
03.2025 - Current
Retention Specialist
Everise/Statefarm customer care
05.2024 - Current
Internet service representative
Geico
04.2018 - 10.2023
Claims First notice of loss reporter
ASI
09.2017 - 03.2018
Office manager
America's Car-Mart
10.2014 - 05.2015
Inventory Crew lead
ACIS
09.2010 - 05.2012
GED -
Dekalb Tech
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