Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
Work History
Account Analyst
Dee Zee Manufacturing
07.2022 - Current
Secured zero violations and zero fines to be paid resulting in us keeping customer scores at 100%.
Participated in scheduled feedback and information exchange sessions with key business partners that resulted in me getting $6,000 dollars in fines reversed.
Created and maintained precise and accurate models, charts and reports.
Forecasted account needs and metrics based on market and product data.
Prepared working papers, reports and supporting documentation for audit findings.
Developed and maintained successful business partnerships to address and proactively manage service issues.
Senior Analyst
Nationwide Insurance Agency
01.2018 - 01.2021
Identified and resolved problems through root cause analysis and research.
Recommended 10 process improvements to continually identify, analyze and fix constraints and challenges.
Updated account information to maintain customer records.
Assisted with 3 high level projects in one quarter as assigned by Business Director.
Managed proper follow up guidelines for customers contractual needs after licensing agreement has been signed.
Collected, arranged, and input information into database systems.
Exhibited high energy and professionalism when dealing with clients and staff.
Sales Operations Specialist
Nationwide Insurance Agency
01.2015 - 01.2018
Trained team members in proper data entry and contract execution within available electronic tools and platforms, demonstrating streamlined sales practices.
Worked 30-100 Licensing and Contract updates daily with various work types.
Reviewed licensing applications for completeness, prepared form letters explaining deficiencies and returned incomplete applications while maintaining 100% quality.
Researched and resolved complex inquiries from internal and external customers while providing accurate guidance and abiding by company guidelines.
Provided set up support with systems like ADP Payroll to our external agents once onboarded.
Subject-Matter Expert for my peers and new hire associates, provided them with training, creating processing documents and updating existing documents.
Member Care Representative I & II
Nationwide Insurance Agency
12.2014 - 01.2015
Processed necessary documents such as certificates & evidence of insurance and related correspondence.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Maintained excellent communication skills and utilized resources to make requested policy changes.
Answered 20-40 complex calls daily and thoroughly explained Personal & Commercial Lines products to multiple parties.
Maintained knowledge of state-specific processing procedures, systems and team concepts.
Handled complaints with prompt, courteous service to uphold professional reputation.
Met customer call guidelines for service levels, handle time and productivity.
Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions