Jill M. Lawrence
Summary
Recently relocated to Alabama to be closer to family, I am a customer-focused professional with a proven track record of exceeding customer expectations and providing exceptional service. Excellent communication skills, with the ability to quickly develop rapport with customers and resolve complex service issues.
Overview
32
32
years of professional experience
1
1
Certification
Work History
LICENSED INSURANCE CUSTOMER SERVICE REP
Woodall & Hoggle Insurance Agency
10.2023 - Current
- Analyze policy information to ensure accuracy and compliance with company regulations
- Process all aspects of new business and renewals across multiple lines of business (commercial, general liability, umbrella, automobile and worker's compensation) using Applied Epic agency management system
- Manage invoice issuance and compile detailed records of each transaction ensuring accuracy of account information
- Assist customers with filing claims accurately and efficiently following established guidelines
- Answer customer telephonic and email inquiries with exceptional service with a customer loyalty focus
LICENSED INSURANCE CUSTOMER SERVICE REP
Chris Miller Agency
08.2023 - 10.2023
- Analyzed policy information to ensure accuracy and compliance with company regulations
- Processed all aspects of renewals across multiple lines of business (commercial, general liability, umbrella, automobile and worker's compensation) using EzLynx agency management system
- Answered customer telephonic and email inquiries with exceptional service with a customer loyalty focus
LICENSED INSURANCE CUSTOMER SERVICE REP
Snow & Bell Inc.
12.2019 - 07.2023
- Analyzed policy information to ensure accuracy and compliance with company regulations
- Processed all aspects of renewals across multiple lines of business (commercial, general liability, umbrella, automobile and worker's compensation) using InStar agency management system
- Managed invoice issuance and compiled detailed records of each transaction ensuring accuracy of account information
- Assisted customers with filing claims accurately and efficiently following established guidelines
- Answered customer telephonic and email inquiries with exceptional service with a customer loyalty focus
OFFICE COORDINATOR-FIELD OPERATIONS
Primoris Distribution Services, FKA, Florida Gas Contractors
01.2012 - 12.2019
- Provided office support to3 managers,4 superintendents and4 foremen
- Managed the Fleet Mentor Driver Record Keeping System
- Ordered and tracked necessary MOT facilitation for job sites
- Resolved customer inquiries and complaints with timeliness and professionalism
OFFICE MANAGER
Progressive Ophthalmic Technologies & Progressive Medical Products
03.2009 - 03.2012
- Reviewed and manage incoming accounts receivables and payables
- Submitted credentialing requirements for more than1,099 sub-contractors
- Reconciled all bank accounts and credit cards for daily and monthly transactions
- Filed monthly and quarterly taxes
- Created and updated contract paperwork
- Calculated commissions and processed payroll
- Administrative support for owner of the company
OFFICE MANAGER
Wozniak Builders
08.2006 - 12.2008
- Reviewed and managed incoming accounts receivables and payables
- Tracked vendor and sub-contractor insurance certificates
- Maintained cash flow charts
- Processed payroll
- Submitted permit paperwork
- General Office support including customer service and answering phones
ACCOUNTS RECEIVABLE SUPERVISOR
Hill Donnelly Corporation
04.2003 - 06.2005
- Daily processing of all cash credits and debits up to $60,000+
- Computed Sales and Use Tax for Florida and6 Additional states
- Completed vendor registration as required by individual state agencies
- Processed W-9s as required by customers
- Processed all orders, working directly with customers to troubleshoot as necessary
PRODUCTION AND COMPILATION SUPERVISOR
Hill Donnelly Corporation
02.1993 - 04.2003
- Scanning and compilation of information materials
- Supervised press room process including printing, collating, binding and trimming
- Supervised mail room and all departments for maximum production
- Consistently meet deadlines and performance objectives
- Supervised20+ employees in all aspects of employment
Education
HIGH SCHOOL DIPLOMA -
Leto High School
Tampa, FLSkills
- Proficient with Excel, Word, and Quickbooks
- Underwriting and Adjustments
- Customer Service and Assistance
- Account Management
- Critical Thinking
- Resolving Customer Issues
Certification
Alabama Customer Representative License4-40 (active)
Timeline
LICENSED INSURANCE CUSTOMER SERVICE REP
Woodall & Hoggle Insurance Agency
10.2023 - Current
LICENSED INSURANCE CUSTOMER SERVICE REP
Chris Miller Agency
08.2023 - 10.2023
LICENSED INSURANCE CUSTOMER SERVICE REP
Snow & Bell Inc.
12.2019 - 07.2023
OFFICE COORDINATOR-FIELD OPERATIONS
Primoris Distribution Services, FKA, Florida Gas Contractors
01.2012 - 12.2019
OFFICE MANAGER
Progressive Ophthalmic Technologies & Progressive Medical Products
03.2009 - 03.2012
OFFICE MANAGER
Wozniak Builders
08.2006 - 12.2008
ACCOUNTS RECEIVABLE SUPERVISOR
Hill Donnelly Corporation
04.2003 - 06.2005
PRODUCTION AND COMPILATION SUPERVISOR
Hill Donnelly Corporation
02.1993 - 04.2003
HIGH SCHOOL DIPLOMA -
Leto High School
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