Summary
Overview
Work History
Education
Skills
Timeline
Generic

KRISTEN WARD

Crossville,Tennessee

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

19
19
years of professional experience

Work History

Licensed Insurance Agent- Account Representative

SBK Insurance
04.2021 - Current
  • Write and quote commercial policies, service accounts while working directly with customers to meet their insurance needs commercial and personal
  • Provide certificates of insurance and EPI's for banks, contractors, vendors etc
  • Obtain underwriting approval
  • Responded to customer calls swiftly to resolve issues and answer questions
  • Help insureds dispute insurance audits
  • Premium processing and adjustments and download reporting

Patient Service Representative

Johnson Family Medicine
07.2020 - 04.2022
  • Entered patient demographic and insurance data into electronic medical record system
  • Filed and maintained patient records in accordance with HIPAA regulations
  • Built and maintained positive working relationships with patients and staff
  • Took co payments and compiled daily financial records
  • Used eClinicalWorks to schedule appointments
  • Handled customer service inquiries in person, via telephone and through email
  • Balanced deposits and credit card payments each day
  • Working directly with providers and patients to provide superior care for patients.

Office Manager/Tag and Title Clerk

Watson's Auto Sales
04.2012 - 07.2020
  • Sage accounting, payroll, account collections, notary public, title work, IRS tax deposit reporting, accounts receivable/ payable, daily deposits, HR assistant, strong customer service skills working directly with customers and business associates
  • Coached new hires on company processes while managing employees to achieve maximum production
  • Reported to senior management on organizational performance and progress toward goals
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers
  • Updated reports, managed accounts, and generated reports for company database.

Credit Life Processor

Plateau Insurance Group
08.2008 - 03.2012
  • Credit Life and A&H premium processing, account balancing, data entry, worked with banks and finance companies directly to ensure premiums submitted were correct and underwritten as needed
  • Received and reviewed incoming documents and materials
  • Entered data into computer tracking system and filed paperwork according to procedures
  • Handled customer inquiries and suggestions courteously and professionally

Staffing Coordinator

AtWork Cumberland Staffing
01.2005 - 08.2008
  • Human Resources, job placement for employees, worked directly with business managers and supervisors for new hires and current employees
  • Assisted with personnel records management to support record keeping accuracy
  • Collaborated with manager to determine department's short and long-term hiring needs
  • Conducted reference checks and screening of potential candidates to support on boarding process
  • Developed and facilitated new-hire orientations.

Education

High School Diploma -

Cumberland County High School
Crossville, TN
01.2003

Skills

  • Office Management
  • Microsoft Office
  • Notary Public
  • Account Management
  • Commercial Lines Insurance

Timeline

Licensed Insurance Agent- Account Representative

SBK Insurance
04.2021 - Current

Patient Service Representative

Johnson Family Medicine
07.2020 - 04.2022

Office Manager/Tag and Title Clerk

Watson's Auto Sales
04.2012 - 07.2020

Credit Life Processor

Plateau Insurance Group
08.2008 - 03.2012

Staffing Coordinator

AtWork Cumberland Staffing
01.2005 - 08.2008

High School Diploma -

Cumberland County High School
KRISTEN WARD