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Hi, I’m
Karesa Stephenson
Bend,OR
Work History
Inszone Insurance Services
Sr Servicing Agent
05.2024 - 06.2025
Job overview
- Assisted clients with policy inquiries and coverage options to ensure understanding and satisfaction.
- Processed claims accurately, ensuring timely resolution and adherence to company protocols.
- Developed client relationships through effective communication, fostering trust and loyalty.
- Collaborated with team members to streamline workflows, improving efficiency in daily operations.
- Managed client communications to ensure understanding of policy options and coverage details.
- Developed tailored insurance solutions based on individual client assessments and needs.
- Conducted thorough policy reviews to identify gaps and recommend enhancements for optimal coverage.
- Collaborated with underwriting teams to facilitate timely approvals of new policies and renewals.
- Analyzed market trends to inform strategic recommendations for product offerings and customer outreach initiatives.
- Informed clients of policies and procedures.
- De-escalated and resolved customer complaints with punctual, polite and professional service.
- Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
- Enhanced client satisfaction by promptly addressing inquiries and providing accurate information on products and services.
- Orchestrated client meetings to discuss and refine service delivery, enhancing client retention.
- Reviewed and executed confidential documents, contracts and disclosures.
Cascade Insurance Center
Personal Lines Servicing Ageny
09.2022 - 05.2024
Job overview
- Processed policy applications and claims with attention to detail.
- Developed strong client relationships through effective communication and follow-up.
- Collaborated with team members to enhance customer service practices.
- Managed client accounts, ensuring compliance with insurance policies and regulations.
- Developed tailored insurance solutions, enhancing customer satisfaction and retention rates.
- Conducted risk assessments to identify potential issues and recommend appropriate coverage options.
- Analyzed market trends to adjust strategies for competitive positioning within the industry.
- Collaborated with underwriters to streamline application processes and expedite approvals.
- Informed clients of policies and procedures.
- Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
- De-escalated and resolved customer complaints with punctual, polite and professional service.
- Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
- Enhanced client satisfaction by promptly addressing inquiries and providing accurate information on products and services.
- Consistently met compliance requirements for the agency by promptly completing mandatory continuing education courses and staying current on industry regulations.
- Orchestrated client meetings to discuss and refine service delivery, enhancing client retention.
- Conducted market analysis to pinpoint client needs, leading to tailored service offerings.
- Developed new business and managed new and existing clients.
Edwin Shoell Farmers
Agent
08.2019 - 02.2024
Job overview
- Managed client inquiries and provided timely insurance policy information.
- Processed policy applications efficiently, ensuring compliance with company standards.
- Assisted in developing personalized coverage plans for clients' needs.
- Collaborated with team to improve customer service response times.
Summary
Dynamic insurance professional with a proven track record at Inszone Insurance Services, excelling in client relations and claims processing. Known for problem-solving skills and a positive attitude, I enhance customer satisfaction and streamline operations, ensuring timely resolutions and fostering loyalty through effective communication and collaboration. Accomplished Agent with proven track record of exceeding aggressive sales objectives. Known for strong interpersonal skills and to develop loyal customer relationships.
Overview
6
years of professional experience
Education
Weber State College Ogden UT
from General Studies
05.1983
Skills
- Problem-solving skills
- Positive attitude
- Customer service and care
- Problem-solving
Software
EPIC
Microsoft Word
Timeline
Sr Servicing Agent
Inszone Insurance Services
05.2024 - 06.2025
Personal Lines Servicing Ageny
Cascade Insurance Center
09.2022 - 05.2024
Agent
Edwin Shoell Farmers
08.2019 - 02.2024
Weber State College
from General Studies
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