Katie Phillips
Fond du Lac,WI
Summary
Proven track record in enhancing customer satisfaction and streamlining operations demonstrated throughout tenure at McNamara & Thiel Insurance Agency. Expertise in insurance verification and customer service. Showcased reliability and teamwork skills resulting in improved client trust and overall efficiency. Excels in roles requiring flexibility and office management, consistently finding ways to improve efficiency and enhance client satisfaction without solely relying on numerical achievements.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
McNamara & Thiel Insurance agency
Fond du Lac, WI, US
09.2021 - Current
- Job duties include: Gathering information from prospective clients, running new quotes and confirming rates on companies websites, issuing new policies, making payments, collaborating with underwriters, doing reviews of current clients policies, account management, inspecting properties for hazards, advising clients on coverages, doing vehicle and policy changes
Pharmacy Technician
Agnesian Healthcare
Fond du Lac, WI, US
05.2011 - 09.2021
- I started as a clerk in 2011, then became a technician and did that for 5 years
- Job duties/ skills include: Great work etic, detailed, cash handling transactions and balancing tills as well as customer service and working the drive thru
- Sending and receiving prescription drug orders, answering phones, data entry and filling new prescriptions, processed and filled refills, managed inventory
Cashier/Customer Service
Old Country Buffet Restaurant
Fond du Lac, WI, US
05.2008 - 05.2011
- Job duties included: Handeling cashier transactions and balancing cash drawer, managing and restocking the salad bar, beverage bar and desert bar, prepping desserts as well as bussing tables and a waitressing
Education
High school or equivalent -
Fond Du Lac High School
Fond du Lac, WI06.2010
Skills
- Customer Service Experience
- Pharmacy technician experience
- Reliability
- Team Work
- Flexibility
- Typing
- Insurance Verification
- Order Entry
- Data Entry
- Office Management
- Microsoft Outlook
Certification
- Pharmacy Technician Certification, 04/01/18, 04/01/22
- Property & Casualty License, 09/01/21, 11/01/25
- Life Insurance License, 08/01/22, 11/01/25
- Accident & Health Insurance License, 08/01/22, 11/01/25
- Insurance Producer License
Personal Information
Authorized To Work: US for any employer
Timeline
Licensed Insurance Agent
McNamara & Thiel Insurance agency
09.2021 - Current
Pharmacy Technician
Agnesian Healthcare
05.2011 - 09.2021
Cashier/Customer Service
Old Country Buffet Restaurant
05.2008 - 05.2011
High school or equivalent -
Fond Du Lac High School