Kelly Allen
Monument,CO
Summary
Motivated customer service professional seeking to transition into the insurance industry. Eager to apply extensive client relationship and case management skills to effectively resolve claims and support policyholders in a dynamic, goal oriented environment.
Overview
7
7
years of professional experience
Work History
Project Advisor
Home Advisor
07.2016 - 11.2018
- Make outbound calls to home owners to follow up on their project requests
- Recommend verified, pre-screened professionals in local area for consumers
- Advise home owners in making best decision in regards to home project needs and service professionals
- Work between the home owner and service professional to set, cancel, reschedule appointments
- Follow up with home owner to ensure quality of experience from start to finish
- Build excellent rapport and trust with the consumers and professionals
- Not only meet but exceed all company standards and metrics
- Lead team meetings, assist in delivering team metrics across the floor, peer coaching and training for new hires
- Awarded the title of senior advisor based on high performance statistics
- Helped pilot the work from home program and worked remotely for 9 months
- President's Club member since 2016.
Contact Care Representative
Deluxe Checks Unlimited
03.2014 - 07.2016
- Selling, promoting and upselling products and services
- Meeting company sales and incentive goals using presumptive and complimentary sales techniques
- Training newly hired employees in company procedures, duties, requirements, and in various pertinent computer software
- Assists in one on one peer coaching and mentoring
- Excellent customer service within a fast paced, high volume environment
- Quick resolutions and de-escalation of customer problems to provide optimal customer satisfaction
- Assist with collections of outstanding balances and bills
- Member of technical team, working as a Supervisor and aiding representative through informational assistance.
Personal Banker
People's Bank
11.2012 - 02.2014
- Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips
- Cash checks and pay out money after verifying that signatures are correct, written and numerical amounts agree, and accounts have sufficient funds
- Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents
- Prepare and verify cashier's checks
- Resolve problems or discrepancies concerning customers' accounts
- Count currency and checks received, by hand or using money-counting machine, to prepare them for deposit or shipment to bank branches or the Federal Reserve Bank
- Monitor bank vaults and drawers to ensure cash balances are correct
- Ethical commitment to all customers and fellow employees
- Mail customer statements and other correspondence related to issues such as discrepancies, unpaid items, and pre-dormant accounts
- Obtain and process information required to open accounts and savings plans
- Explain, promote, or sell products or services such as money orders, cashier's checks, the People's Investment Professionals, mortgage, loans; and using information about customers to specify these recommendations.
Assistant Manager/Optician/Technician
America's Best Contacts and Eyeglasses
07.2011 - 11.2012
- Heat, shape, or bend plastic or metal frames to adjust eyeglasses to fit patients using pliers and hands
- Verify that finished lenses are made to specifications with correct prescription
- Prepare work orders for creating lenses and fabricating eyeglasses
- Assist patients in selecting frames according to style and color, and ensure that frames are coordinated with facial features and optical prescription
- Maintain records of patient prescriptions, work orders, and payments
- Teach patient classes on how to insert, remove, and care for their contact lenses
- Obtain a patient's previous record(s), or verify a prescription with the examining optometrist
- Supervise the training of student opticians
- Perform administrative duties such as tracking inventory and sales, submitting patient insurance information, and performing simple bookkeeping
- Resolve patient complaints regarding sales and service
- Assess marketing potential of the store with surrounding businesses and neighborhoods, and implementing appropriate marketing techniques
- Participate in community trade conventions to promote products.
Education
Accounting -
Pikes Peak Community College
Colorado Springs, COHigh School Diploma -
Discovery Canyon Campus High School
Colorado Springs, CO05.2011
Skills
- Administrative experience
- Work Planning and Prioritization
- Bookkeeping
- Sales
- Advanced oral and written communication skills
- Highly motivated
- Customer relations skills
- Coaching skills
- Team Collaboration
Timeline
Project Advisor
Home Advisor
07.2016 - 11.2018
Contact Care Representative
Deluxe Checks Unlimited
03.2014 - 07.2016
Personal Banker
People's Bank
11.2012 - 02.2014
Assistant Manager/Optician/Technician
America's Best Contacts and Eyeglasses
07.2011 - 11.2012
Accounting -
Pikes Peak Community College
High School Diploma -
Discovery Canyon Campus High School
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