Enthusiastic and positive person who enjoys working with people and enhancing customer experiences. Responsible for putting customers first and providing a great customer experience.
Overview
3
3
years of professional experience
Work History
Licensed Insurance Agent and Client Services
Corporate Four Insurance Agency
09.2024 - Current
Produce and distribute COI requests within a 1 hour standard
Work directly with and support client needs
Billing and account reporting to insurers on behalf of clients
Produce endorsements and binders for clients
Assist Account Managers with various projects
Licensed Insurance Agent and Client Services
Acrisure LLC
10.2023 - 09.2024
Produce and distribute COI requests within a 1 hour standard
Work directly with and support client needs
Billing and account reporting to insurers on behalf of clients
Produce endorsements and binders for clients
Assist Account Managers with various projects
Licensed Property/Casualty Insurance Agent and Client Service Specialist
American Family Insurance
11.2022 - 10.2023
Work directly with current and prospective clients
Assist with changes to Home and Auto policies
General administrative responsibilities
Manage office when Agency owner is out of office
Office Manager
DRG
11.2021 - 11.2022
Interpreted and communicated work procedures and company policies to staff
Implemented corporate or departmental policies, procedures and service standards in conjunction with management
Managed, scheduled and coordinated office functions and activities for employees
Negotiated with vendors to determine optimal material purchase pricing
Managed office inventory and placed new supply orders
Education
Associate of Science - Radiologic Technology
Dunwoody College of Technology
Minneapolis, MN
05.2013
Skills
Customer Relationships
Process Streamlining
Scheduling and Coordinating
Verbal and Written Communication
Scheduling and Calendar Management
Event Coordination
Timeline
Licensed Insurance Agent and Client Services
Corporate Four Insurance Agency
09.2024 - Current
Licensed Insurance Agent and Client Services
Acrisure LLC
10.2023 - 09.2024
Licensed Property/Casualty Insurance Agent and Client Service Specialist
American Family Insurance
11.2022 - 10.2023
Office Manager
DRG
11.2021 - 11.2022
Associate of Science - Radiologic Technology
Dunwoody College of Technology
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