Judithann Money
Terlton,OK
Summary
Exceptional Member Service Representative with four years of banking experience and one and a half years as an Insurance Professional addressing member requests, concerns, and needs. Compliance focused and member satisfaction driven. Expert at providing relevant information and options to effectively resolve issues. Upbeat and energetic with grace in handling difficult situations through resourcefulness and adaptability.
Overview
15
15
years of professional experience
Work History
Insurance Professional- IP 1
USAA
San Antonio, TX
02.2021 - 04.2023
- Drove team revenue totals by bringing in top sales numbers.
- Follows written risk and compliance policies, standards, and procedures for business activities.
- Facilitates the Property & Casualty member experience by answering inbound phone calls with the highest level of expertise.
- Identifies and manages existing and emerging risks that stem from business activities and the job role.
- Provides peer mentoring and coaching for less-experienced employees.
- Applies expert knowledge of personal lines insurance to assist members with quotes, binding new business, complex rating, policy , payment, billing, contract and coverage provisions, and premium changes for all products and services.
Member Service Representative/ MLO
Navy Federal Credit Union
San Antonio, TX
10.2016 - 02.2021
- Interfaced with members to determine individualized needs, guided them to appropriate products, and recommended additional options and promotions as applicable.
- Effectively and Efficiently served members in a fast-paced environment.
- Championed organizational goals to achieve branch and regional goals.
- Diligent and detail oriented when assisting members with their mortgage applications.
Navy Electrician
U.S. Navy
Yokosuka, Japan
05.2008 - 03.2016
- Consistently updated knowledge of safety requirements and policies.
- Provided high-level technical support by resolving inquiries by phone, e-mail and web consistent with department and team service levels and goals.
- Developed and implemented tailored service plans to the needs of particular clients
- Collaborated with team members to achieve target results.
Education
Master of Arts - Human Resources Management
National University
La Jolla, CA11.2022
Bachelor of Science - Business Administration
University of Phoenix
Lancaster, Ca03.2016
Skills
- Extremely Adaptive
- Office administration
- Detail Oriented
- Strong Communication Skills
- Member relations
- Account management
- Multi-tasking & Negotiation
- Compliant
- Mentoring
Certification
- Licensed Insurance Professional IP1 - 2021-Present
Timeline
Insurance Professional- IP 1
USAA
02.2021 - 04.2023
Member Service Representative/ MLO
Navy Federal Credit Union
10.2016 - 02.2021
Navy Electrician
U.S. Navy
05.2008 - 03.2016
Master of Arts - Human Resources Management
National University
Bachelor of Science - Business Administration
University of Phoenix
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