Katherine Brown
Grafton,USA
Summary
Dedicated professional with solid background in high-volume office environments focused on delivering exceptional clerical and operational support for professionals. Upbeat individual with friendly demeanor and sound judgment to handle diverse daily tasks with minimal oversight. Well-versed in customer service, interpersonal skills, and conflict resolution.
Overview
19
19
years of professional experience
Work History
Commercial Lines Senior Account Specialist
WADE-AIS Insurance A Branch of TWFG Insurance
Springboro, OII
05.2019 - Current
- Analyzed customer account activity and provided monthly performance summaries.
- Responded promptly to customer complaints or requests for assistance via phone or email.
- Quoted commercial insurance products and issued policies.
- Advised customers on available coverage options that best fit their individual needs.
- Assisted with resolving complex claims, audits or billing disputes in a timely manner.
- Attended training and educational seminars to enhance knowledge and credentials.
Commerical Lines Customer Service Specialist
R&R Insurance
Waukesha, WI
09.2016 - 05.2019
- Assisted with customer inquiries, complaints, and requests for information regarding insurance policies.
- Processed new policy applications and updated existing policy documents.
- Maintained accurate records of customer interactions and transactions.
- Provided quotes on various types of insurance policies.
- Developed strong relationships with clients by providing exceptional customer service.
- Responded promptly to emails and phone calls from customers seeking assistance.
Customer Service Associate
Ansay & Associates
Port Washington, WI
06.2007 - 09.2016
- Responded to queries, solved, or referred problems and followed up with clients to increase satisfaction.
- Navigated computer system to look up customer information and update policies.
- Participated in team meetings and contributed to team goals and objectives.
- Compiled and maintained accurate records of customer policies, transactions, and correspondence.
- Coordinated with insurance agents and underwriters to facilitate policy adjustments.
- Processed insurance policy changes and updates accurately and efficiently.
Education
Some College - Business Administration And Management
University of Wisconsin, Oshkosh
Oshkosh, WISome College - Elementary Education
Cardinal Stritch University
Milwaukee, WISkills
- Customer Service
- Microsoft Office proficiency
- Familiar with financial processes
- Data analysis
- Document processing
- Professional communication
- Effective communication
- Team collaboration
Timeline
Commercial Lines Senior Account Specialist
WADE-AIS Insurance A Branch of TWFG Insurance
05.2019 - Current
Commerical Lines Customer Service Specialist
R&R Insurance
09.2016 - 05.2019
Customer Service Associate
Ansay & Associates
06.2007 - 09.2016
Some College - Business Administration And Management
University of Wisconsin, Oshkosh
Some College - Elementary Education
Cardinal Stritch University