Julie A White
Business Professional
LINCOLN,NE
Summary
Talented business and customer relations professional with self-directed nature and analytical problem-solving abilities. Excellent project management, communication and planning abilities.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Client Service Specialist
Assurity Life Insurance
08.2021 - Current
- Provided knowledgeable service and support for all customer needs.
- Accepted and processed payments, updated accounts and issued receipts.
- Supported offline projects with advanced skills in document management, customer relations and reporting.
- Asked fact-finding questions to determine customer needs and expectations and recommended specific products and solutions.
- Answered phone with friendly greeting to create positive inbound calling experience for customers.
- Resolved complaints to satisfy customers and encourage future transactions.
Service Coordinator
Action Plumbing, Heating & Air Conditioning
03.2017 - 04.2021
- Managed fleet transportation dispatching for Lincoln and surrounding areas.
- Coordinated scheduling in high-volume environment.
- Planned and prioritized assigned tasks to meet deadlines.
- Kept work area safe, organized and clean according to general office practices and OSHA requirements.
- Coordinated schedules for optimal coverage of daily workload and adjusted quickly to changing demands.
- Facilitated communications between customers and field personnel to answer questions or resolve concerns.
- Monitored flow of paperwork and directed information to appropriate departments.
- Responded to over 100 plus daily caller requests with information about assistance and timeframes.
- Served as mediator when appropriate to settle conflicts and discrepancies between field personnel and management.
- Ordered supplies and allocated resources to personnel based on need.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Carried out day-day-day duties accurately and efficiently.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
- Maintained energy and enthusiasm in fast-paced environment.
- Proved successful working within tight deadlines and fast-paced atmosphere.
Account Manager
Ameritas Life Insurance Corp
04.2014 - 03.2016
- Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
- Liaised between account holders and various departments.
- Managed worksite group accounts by reviewing and mitigating discrepancies and collaborating with account holders.
- Gathered financial information, prepared documents, and closed books.
- Reconciled accounts and reviewed expense data.
- Supported monthly reporting analysis to achieve validation of internal reports and to reconcile group premiums and general ledger of policy accounts.
- Brought errors to near-zero in reporting, administration and general bookkeeping.
Account Manager
Advanced Cash
08.2012 - 05.2014
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Reconciled cash drawer and resolved discrepancies.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Provided customer records, account statements and copies of checks.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Logged cashier's checks and other transactions to maintain accurate account records.
- Answered customer inquiries regarding account balances, transaction history, services charges and rates on other offered services.
- Processed customer transactions promptly, minimizing wait times.
- Answered telephone inquiries on accounts, loans and lines of credit.
Education
Lincoln High School
Lincoln, NEAccounting And Business Management
Southeast Community College
Lincoln, NESkills
- Compliance Requirements
- System Documentation
- Business Correspondence
- Understanding Customer Needs
- Database Management
- Sales Documentation
- Service Recommendations
- Information Updates
- Investigate Claims
- Document and Records Management
- Public Presentations
- Continuous Professional Improvement
Certification
- Designation, LOMA 281/291
Quote
You will recognize your own path when you come upon it because you will suddenly have all the energy and imagination you will ever need.
Sara Teasdale
Timeline
Client Service Specialist
Assurity Life Insurance
08.2021 - Current
Service Coordinator
Action Plumbing, Heating & Air Conditioning
03.2017 - 04.2021
Account Manager
Ameritas Life Insurance Corp
04.2014 - 03.2016
Account Manager
Advanced Cash
08.2012 - 05.2014
Lincoln High School
Accounting And Business Management
Southeast Community College
- Designation, LOMA 281/291
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