JULIE SYLVESTER
Stillwater
Summary
Self-motivated professional with a proven track record in building strong customer relationships. Extensive experience in the insurance industry, adept at managing customer accounts and resolving inquiries. Skilled in delivering exceptional customer service and effective problem-solving. Committed to enhancing customer satisfaction and loyalty through proactive engagement.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Education Sales Representative
AKKO
01.2025 - 01.2026
- Developed relationships with educational institutions to promote product offerings.
- Conducted presentations to showcase solutions and address client needs.
- Collaborated with marketing teams to create effective sales materials.
- Managed client accounts ensuring timely follow-ups and support.
- Attended industry conferences to network and gather competitive intelligence.
- Developed promotional campaigns targeted at educators utilizing digital media channels such as email marketing or social media platforms like Twitter and LinkedIn.
- Assessed customer requirements and provided tailored recommendations based on their individual needs.
- Presented product demonstrations to potential customers to showcase features and benefits of our solutions.
- Advised clients on best practices for integrating our solutions into their existing IT infrastructure.
- Engaged in continuous professional development by attending workshops and seminars related to sales techniques and strategies.
- Generated quotes for customers based on their needs and budget constraints.
- Built relationships with key decision makers within school districts to generate new business opportunities.
- Resolved issues related to pricing, billing, contracts. in a timely manner.
- Attended tradeshows and conferences as a representative of the company's brand and products.
- Communicated effectively with clientele to maintain customer satisfaction and loyalty.
- Reached out to customers to set up appointments, check on satisfaction and suggest additional offerings.
- Networked to build client base and promote products to new and existing clients.
Associate Agent
Aflac
Tulsa
08.2023 - 12.2025
- Utilize my knowledge of the insurance industry to provide solutions for customers' needs; conducted thorough research into policies, regulations, and products available.
- Conducted regular reviews of client portfolios and updated them accordingly based on changing circumstances or preferences.
- Maintained an up-to-date understanding of industry trends and developments in order to stay ahead of competition.
- Perform administrative duties such as filing paperwork, updating databases and preparing presentations for team meetings.
- Develop relationships with customers through effective communication, listening, problem solving and follow up; built strong rapport with clients by responding promptly to inquiries.
- Participate in weekly staff meetings to discuss current initiatives, share ideas and best practices among colleagues.
Sales Representative and Claims Adjuster
Worth Ave. Group
Stillwater
06.2016 - 12.2025
- Conduct cold calls/visit new relationships & maintain existing relationships.
- Establish, develop and maintain business relationships with current customers and prospective customers in the assigned market area.
- Investigation of claims presented to ensure claim validity, legal liability and settlement value.
- Responsible for verifying coverage, and cause of loss.
- Develop and maintained relationships with customers to ensure repeat business.
- Demonstrate excellent customer service skills when dealing with client inquiries.
- Communicate product features, advantages, and benefits to customers.
- Work with management teams to develop annual sales plans, goals, and targets.
Claims Representative
ORI Environmental
Oklahoma City
04.2015 - 04.2016
- Assist department management as needed.
- Assisted with a procedure to empty waste material in accordance with company policies and environmental regulations.
- Developed detailed Environmental Management Plans compliant with DEQ that resulted in increased sales for the company.
- Attended trade shows, conferences and other events to promote company's brand.
- Supported team and team goals by actively participating in sales meetings and training programs.
- Negotiated contracts and developed long-term customer relationships.
Sales Account Manager
Kinnunen Sales and Rentals
Stillwater
03.2014 - 04.2015
- Responsible for customer service, sales, and delivery of safety material when needed.
- Attended and worked trade shows, special events for clientele.
- Managed territory in the Western Part of Oklahoma.
- Negotiated contracts with vendors and customers to maximize profits.
- Created and maintained relationships with key customers, resulting in increased revenue.
- Traveled for in-person meetings with customers and partners, developing key relationships.
- Established and adjusted selling prices by monitoring costs, competition and supply and demand.
- Managed customer accounts and customer relationships.
- Built partnerships with third-party vendors to expand sales opportunities.
Claims Representative
Shelter Insurance
Jonesboro
07.1998 - 06.2007
- Processed and analyzed customer claims with accuracy and attention to detail.
- Maintained accurate records of all communications with customers.
- Utilized effective problem solving techniques to resolve complex customer issues.
- Successfully resolved escalated claims to ensure customer satisfaction.
- Developed strong relationships with customers through timely resolution of problems.
- Reviewed customer documentation for completeness and accuracy.
- Managed a high volume of incoming calls from customers, providing excellent customer service.
- Provided advice and assistance to customers regarding their claims.
- Maintained accurate and up-to-date records of claims processing activities.
- Collaborated with internal departments on escalated claims disputes.
- Documented detailed notes about each interaction with the customer.
- Examined policy coverage records and forms to determine insurance coverage.
- Transmitted claims for payment and further investigation.
- Provided customer service, such as limited instructions on proceeding with claims and referrals to auto repair facilities and local contractors.
- Entered insurance- and claims-related information into database systems.
- Interviewed clients and took calls to provide customer service and obtain information on claims.
- Reviewed and verified age, name, address and principal sum and value of property, on insurance applications and policies.
- Paid small claims.
- Composed business correspondence for supervisors, managers and professionals.
Education
High School - General Studies
Jonesboro High School
JonesboroSkills
- Attention to detail
- Organizational
- Problem resolution
- Communication
- Advanced skills in Microsoft Office
- Customer engagement
- Customer service
- Excellent communication
- Interpersonal skills
- Client relationship management
- Account management
Certification
- Oklahoma Life, Accident & Health or Sickness
- Arkansas Life, Accident & Health or Sickness
- Missouri Life, Accident & Health or Sickness
- Tennessee Life, Accident & Health or Sickness
Volunteer Experience
- Board Member, Salvation Army, Jonesboro, AR, 08/01/08, 08/01/09, Participated in community events as an ambassador for the organization's mission and goals., Participated in board meetings to discuss company policies and issues, performance reports, and future endeavors.
- Member, Junior Auxiliary, Jonesboro, AR, 06/01/07, 07/01/09, Developed strong communication skills while growing relationships in the community to service the under privileged children and volunteering in various projects., Organized and assisted with events, activities and programs to drive outreach initiatives., Participated in community enrichment projects., Demonstrated interpersonal abilities by working collaboratively with other volunteers on various projects.
Awards
New Associate Award, Aflac, 2023
Languages
Spanish, Intermediate
Timeline
Education Sales Representative
AKKO
01.2025 - 01.2026
Associate Agent
Aflac
08.2023 - 12.2025
Sales Representative and Claims Adjuster
Worth Ave. Group
06.2016 - 12.2025
Claims Representative
ORI Environmental
04.2015 - 04.2016
Sales Account Manager
Kinnunen Sales and Rentals
03.2014 - 04.2015
Claims Representative
Shelter Insurance
07.1998 - 06.2007
High School - General Studies
Jonesboro High School