Julie Jason
Charlottesville,VA
Summary
Dynamic professional with extensive experience at Hanckel-Citizens Insurance Corp., specializing in account and claims management. Proficient in CRM systems, successfully resolved escalated issues and trained new team members, resulting in improved client relationships and compliance. Committed to delivering exceptional results and building strong client rapport.
Overview
16
16
years of professional experience
2
2
Certifications
Work History
Claims/Account Manager
Hanckel-Citizens Insurance Corp.
Charlottesville, VA
12.2014 - Current
- Facilitated clear communication between clients and adjusters to enhance understanding.
- Engaged customers through detailed explanations of documents and services.
- Prepared legally mandated documents including applications, endorsements, and cancellations.
- Educated customers on significance of maintaining adequate insurance coverage.
- Resolved escalated customer issues with prompt, effective solutions.
- Maintained accurate records of client interactions in company systems.
- Trained new Account Managers on industry best practices.
- Developed email campaigns to keep clients informed on policies and claims.
Sales Support Representative
AT&T
Charlottesville, Virginia
05.2014 - 11.2014
- Conducted weekly audits of transactions to ensure compliance with corporate regulations.
- Processed daily inventory, maintaining optimal stock levels for efficient operations.
- Rearranged and restocked sales floor biweekly to enhance product visibility.
- Greeted customers and directed them to representatives while assisting with SIM card swaps.
- Coordinated communication between sales teams and customers to facilitate seamless transactions.
- Provided technical support for billing issues and service inquiries.
- Followed up on complex issues with sales teams and customers to ensure timely resolutions.
Salon Manager
ANNE MARIE & CO
Charlottesville, Virginia
01.2013 - 05.2014
- Managed daily salon operations to ensure exceptional customer service delivery.
- Oversaw inventory management, including product ordering and stock control.
- Recorded appointments in database while addressing phone and walk-in inquiries.
- Organized supplies and set up registers to prepare salon for daily operations.
- Assisted stylists by performing cleaning, massaging, and shampooing services.
- Balanced cash register at day’s end to verify financial accuracy.
Account Manager - Sales
THE NEW YORK MINT
Eagan, Minnesota
08.2011 - 10.2012
- Expanded client base through cold-calling, securing unique coin acquisitions.
- Managed multiple accounts while consistently meeting deadlines and customer expectations.
- Ensured timely transactions by following up on payments, shipping, and receipts.
- Recorded daily sales and commissions to exceed four-week sales goal cycles.
- Maintained accurate records of customer interactions within CRM system.
- Provided regular updates on available coins to enhance customer engagement.
IT Project Coordinator and Trainer
CATHOLIC CHARITIES OF SANTA CLARA COUNTY
San Jose, California
07.2009 - 08.2011
- Facilitated development and implementation of new case management database.
- Trained and managed 250 employees on database functionality, providing ongoing support.
- Organized staff training sessions on new technologies and systems usage.
- Designed and distributed electronic forms via Google Documents for evaluations and reporting.
- Produced user manuals in Word and Excel for employee reference.
- Assisted in developing project plans and objectives to align with organizational goals.
Education
Associate in Personal Insurance -
AICPCU
01.2008
High School Diploma - General
Newmarket High School
Newmarket, NH06-1993
Some College (No Degree) - Business
Southern New Hampshire University Online
Portsmouth, NHSkills
- Customer service excellence
- Project coordination
- CRM systems and proficiency
- Policy preparation
- Account management and servicing
- Team training and mentoring
- Record keeping and documentation
- Technical assistance and support
- Customer education and needs assessment
- Client rapport and relationship management
- New customer acquisition
- Keyboarding proficiency
- Effective communication skills
- Organizational efficiency
- Computer and internet proficiency
- Data entry and reporting
- Multitasking abilities
- Billing and financial expertise
- Attention to detail
- Problem solving and troubleshooting
- Systems and software expertise
- Negotiation tactics
- Vendor management
Languages
Spanish
Limited
Certification
Property and Casualty License (P&C) - Active
References
References available upon request.
Timeline
Claims/Account Manager
Hanckel-Citizens Insurance Corp.
12.2014 - Current
Sales Support Representative
AT&T
05.2014 - 11.2014
Salon Manager
ANNE MARIE & CO
01.2013 - 05.2014
Account Manager - Sales
THE NEW YORK MINT
08.2011 - 10.2012
IT Project Coordinator and Trainer
CATHOLIC CHARITIES OF SANTA CLARA COUNTY
07.2009 - 08.2011
Associate in Personal Insurance -
AICPCU
High School Diploma - General
Newmarket High School
Some College (No Degree) - Business
Southern New Hampshire University Online