Keri Hardy
Summary
Hardworking Collections Specialist adept at persuading customers and obtaining payments. Strong researcher with top-notch follow-through and meticulous attention to detail.
Overview
13
13
years of professional experience
1
1
Certificate
Work History
Credit Manager
Morbark, Inc.
Winn, MI
01.2022 - Current
- Evaluate and approve customer creditworthiness and financial risk
- Process financing approvals through external financial institutions
- Collect and apply payments while maintaining aging and delinquency reports
- Proactively contact customers via phone and email to resolve past-due balances
- Support timely equipment shipments by ensuring funding and approvals are in place
Remote Account Manager
Jackie Davis State Farm Insurance Agency
Mount Pleasant, MI
06.2021 - 01.2022
- Handled inbound and outbound client communications regarding policy servicing
- Processed premium payments and policy changes
- Sold and renewed insurance policies to new and existing customers
Administrative Supervisor
Grand Bay Marine
Charlevoix, MI
04.2019 - 06.2021
- Managed scheduling and workflow for boat repairs, deliveries, and service appointments
- Processed customer payments, deposits, and invoicing
- Tracked and collected outstanding accounts receivable balances
- Coordinated parts sales and new boat transactions
- Served as primary customer service contact for service department
Office Manager
Petoskey Pediatric Dentistry
Petoskey, MI
08.2017 - 04.2019
- Reviewed and explained treatment plans and financial obligations
- Processed payments and end-of-day reconciliations
- Handled front-office operations, scheduling, and customer service
Customer Service Agent
Farm Bureau Insurance
Boyne City, MI
03.2017 - 08.2017
- Provided policy service and billing support to walk-in and phone customers
- Processed payments, updates, and coverage inquiries
Associate Account Representative
Amica Mutual Insurance
Ann Arbor, MI
03.2013 - 03.2017
- Handled billing, underwriting, and policy servicing for large customer portfolios
- Quoted and sold new insurance policies and cross-sold additional coverage
- Earned professional designations: AINS, ACI, and AIP
Education
Bachelor of Science - Business Administration
Central Michigan University
Mount Pleasant, MISkills
- Credit report analysis
- Thorough due diligence
- Active listening
- Computer proficiency
- Complaint resolution
- Payment processing
- Client relations
- Professional telephone demeanor
- Follow-up skills
Certification
- Previously licensed in Property & Casualty Insurance
- Previously licensed in Life Insurance
- AINS (Associate in General Insurance)
- ACI (Associate in Claims)
- AIP (Associate in Personal Insurance)
Timeline
Credit Manager
Morbark, Inc.
01.2022 - Current
Remote Account Manager
Jackie Davis State Farm Insurance Agency
06.2021 - 01.2022
Administrative Supervisor
Grand Bay Marine
04.2019 - 06.2021
Office Manager
Petoskey Pediatric Dentistry
08.2017 - 04.2019
Customer Service Agent
Farm Bureau Insurance
03.2017 - 08.2017
Associate Account Representative
Amica Mutual Insurance
03.2013 - 03.2017
Bachelor of Science - Business Administration
Central Michigan University