KORTNIE WALLACE
San Antonio,TX
Summary
Personable and dedicated Customer Service Representative with extensive experience in member relation. Solid and reliable team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
7
7
years of professional experience
Work History
LICENSED P&C INSURANCE AGENT
USAA
04.2022 - 04.2024
- Assisted members with quotes, binding new business, and underwriting contracts, achieving 99.98% satisfaction
- Ranked in top 2.5% of the company, for individual metrics
- Identified, measured, and controlled business risks in compliance with state and company procedures
- Resolve billing issues and discrepancies, enhancing member understanding of billing processes
- Research escalated cases, providing detailed supporting information for resolution
- Streamlined underwriting processes, enhancing policy precision and compliance
- Provided enthusiastic, professional, and superior service by phone, chat, and video communications in a high call volume environment
MEMBER SERVICE REPRESENTATIVE
TEXELL CREDIT UNION
07.2021 - 11.2021
- Handled inbound calls addressing financial discrepancies and completed inquiries promptly
- Adhered to caller verification and compliance procedures, ensuring secure transactions
- Navigated multiple platforms efficiently to provide accurate information
- Managed and resolved escalated issues, maintaining member satisfaction
- Utilized active listening to recommend financial products aligning with member needs.
DATA ENTRY AND BILLING SPECIALIST
FIFTY SIX NORTH DESIGNS
01.2017 - 01.2019
- Entered data from multiple sources into Microsoft Office applications, ensuring accuracy and efficiency
- Managed billing and invoices, reducing processing time and improving cash flow
- Utilized Excel for data organization, enhancing data retrieval and reporting
- Resolved billing discrepancies, maintaining strong client relationships
- Streamlined data entry processes, contributing to operational improvements.
Education
High School Diploma -
Chugiak High School
Chugiak, AKSkills
- Customer Service
- Time Management
- Oral And Written Communication
- Problem-solving
- Advanced in Software Programs
- Multitasking
- Organizational Skills
- Meticulous attention to detail
- Administrative Support
Timeline
LICENSED P&C INSURANCE AGENT
USAA
04.2022 - 04.2024
MEMBER SERVICE REPRESENTATIVE
TEXELL CREDIT UNION
07.2021 - 11.2021
DATA ENTRY AND BILLING SPECIALIST
FIFTY SIX NORTH DESIGNS
01.2017 - 01.2019
High School Diploma -
Chugiak High School
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