Karen Lamberson, AINS
Waxahachie,TX
Summary
Proactive insurance service representative known for strong problem-solving and interpersonal skills. Expertise in coordinating client communications and managing administrative tasks, ready to contribute to impactful client service initiatives.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Lead Field Insurance Service Representative
Texas Farm Bureau Insurance
Waxahachie, TX
11.2013 - Current
- Prepare quotes and issue new business for multiple agents.
- Assist clients with billing questions, policy questions and processing policy changes.
- Identify client needs and look for opportunities to cross sell.
- Schedule appointments for policy review.
- Responsible for balancing of all posted premium payments and processing online bank deposit on a daily basis.
- Coordinate communications, taking calls, responding to emails and interfacing with clients.
- Perform data entry into computer systems; ensure accuracy of all entered information.
- Respond to customer issues to provide immediate resolution and improve retention.
- Educate clients about insurance products and services available.
- Document customer interactions accurately in the database system.
- Maintain up-to-date knowledge of industry regulations and changes.
- Facilitate training sessions for new representatives on policies and procedures.
- Handle all administrative tasks, including managing accounts payable and accounts receivable functions on behalf of the board of directors for Ellis County Farm Bureau.
Agent Administrative Assistant
Valerie Stanton Insurance
DeSoto, TX
02.2011 - 11.2013
- Served as primary assistant to Agent.
- Handle all aspects of policy service and maintenance for new business, quotes, billing and endorsements.
- Prepare quotes in system for new business.
- Processing insurance premium payments over the phone and in person.
- Contact clients with past due/cancellation notices and collect payment to avoid cancellation of policies.
- Track and follow up on policy renewals and payments.
- Provide extensive customer service to client base regarding policy details, claims and/or billing issues.
- Handle coverage changes to policies based on customer requests.
- Prepare daily bank deposits of posted transactions for various accounts.
- Obtained General Lines Agent (P&C) License, October 2013
Agent Administrative Assistant
Farmers Insurance Group
Oklahoma City, OK
10.2009 - 09.2010
- Served as administrative assistant/office manager for a Farmers agent.
- Handled the queries regarding systems and entry for new business, quotes, billing and endorsements.
- Extensive interaction with the client, preparation and maintenance of the documents and reports.
- Coordinate and follow-up with the agent for renewal of policies and payments.
- Explain and demonstrate the insurance policies to the clients and handle the inquiries.
- Service policies based on customer request in compliance with state regulations, assist clients with claims process and prepare daily deposits.
- Licensed (CSR) in May 2010 for P&C and Life Insurance in state of Oklahoma.
Director of Placement Services
Oklahoma College of Construction
Oklahoma City, OK
10.2006 - 10.2009
- Served as the first job placement director at Oklahoma City campus, which includes an annual enrollment of 400+ students.
- Primary focus was providing job placement services to students enrolled in different levels of heavy equipment operation and mobile crane operation.
- Developed and implemented a revised job placement process used for all students. The processes that I developed and implemented became the procedure for the four other campuses by their respective Placement Directors.
- Raised placement percentage from 65% to over 80% within first year of employment. Maintained a consistent overall job placement rate of 88-90% for all graduates.
- Entered job placement data for graduates in corporate database.
- Prepare various reports, reflecting completion and placement statistics of all graduates for corporate office as well as, participating state agencies (WIA, Vocational Rehab, TAA, VA) that require this information for provider eligibility.
- Maintained and secured files of a confidential nature for each student in my office.
- Followed up with graduates that had not been placed, as well as, following up with employers who have hired previous graduates. Contact new employers throughout the United States to provide opportunities based on a student's resident location.
- Assist in managing a website used by 5 campuses to enter new employer contact information and posting of job opportunities for graduating students.
- Evaluated and changed processes as needed to allow for a seamless flow of individualized services for each student.
Education
Some College (No Degree) -
Tarleton State University
Stephenville, Texas, TXUniversity of Central Oklahoma
Edmond, OKSkills
- Organizational skills
- Customer service
- Effective communication
- Attention to detail
- Strong interpersonal skills
- Effective problem solving
- Multi-tasking
- Adaptability
- Interpersonal skills
Certification
- Insurance License - October 2013 General Lines Agent P&C - Texas
- Associate in Insurance (AINS) -The Institutes, 2025
- Notary Public, State of Texas
Additional Information
- Special skills and abilities include extensive customer service and communication skills. Accept supervision and able to supervise others. Detail-oriented and have excellent attendance record.
Timeline
Lead Field Insurance Service Representative
Texas Farm Bureau Insurance
11.2013 - Current
Agent Administrative Assistant
Valerie Stanton Insurance
02.2011 - 11.2013
Agent Administrative Assistant
Farmers Insurance Group
10.2009 - 09.2010
Director of Placement Services
Oklahoma College of Construction
10.2006 - 10.2009
Some College (No Degree) -
Tarleton State University
University of Central Oklahoma