Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Timeline
Generic

Lennice Surratt

Roseville,IL

Summary

Seasoned life Insurance Specialist with excellent planning and problem solving abilities. Offering 6 years of experience and a willingness to take on any challenge. Organized, driven and adaptable professional with successful history managing high caseloads in fast-paced environments. Insurance Clerk with fluency in English only! . Proficient in Auto and Homeowners. Over a -year background hanDLING payments, adjustments and claims.

Overview

14
14
years of professional experience

Work History

Insurance Customer Service Representative

Monumental Insurance
Rockford, IL
04.2008 - 08.2010
  • Greeted customers and provided prompt, courteous service.
  • Assisted with customer inquiries, complaints, and requests for information regarding insurance policies.
  • Processed new policy applications and updated existing policy documents.
  • Verified accuracy of customer data entered into the system.

Manager

Casey's General Stores
Bettendorf, IA
05.2004 - 01.2008
  • Developed and implemented strategies to increase customer satisfaction and loyalty.
  • Coached, mentored and trained team members in order to improve their job performance.
  • Conducted regular meetings with staff to discuss progress and identify areas of improvement.
  • Established processes to ensure efficient workflow throughout the organization.
  • Monitored budgets and expenditures to ensure cost-effectiveness while maintaining quality standards.
  • Resolved conflicts between employees by providing guidance on company policies and procedures.
  • Initiated new projects that resulted in increased productivity across all departments.
  • Maintained up-to-date records of employee attendance, payroll information, vacation requests.
  • Assessed team member's skillsets and assigned tasks accordingly for optimal efficiency.
  • Implemented new technologies to streamline operations, reduce costs, and improve customer service.
  • Managed vendor relationships by negotiating contracts and ensuring timely delivery of goods and services.
  • Scheduled interviews for potential candidates and conducted reference checks prior to hire.
  • Enforced customer service standards and resolved customer problems to uphold quality service.
  • Trained employees on additional job positions to maintain coverage of roles.
  • Completed thorough opening, closing and shift change functions to maintain operational standards each day.
  • Recruited and hired qualified candidates to fill open positions.
  • Entered time and attendance logs in preparation for payroll.
  • Maintained adequate staffing to meet objectives within budget.

Cashier

Eagles Grocery Store
Moline, IL
10.2000 - 11.2003
  • Greeted customers and answered any questions they had about the store's products and services.
  • Verified that customers were of legal age to purchase alcohol or tobacco products.
  • Operated cash register efficiently and accurately, processed payments by cash, check, credit card, gift card or automatic debit.
  • Counted money in cash drawer at the beginning of shift to ensure that amounts were correct and have sufficient change.
  • Issued receipts, refunds, credits or change due to customers.
  • Answered customer inquiries regarding store policies and procedures.
  • Conducted price checks for special orders or discounts as requested by customers.
  • Provided excellent customer service while promoting loyalty programs to increase sales potential.
  • Kept records of purchases; maintained orderly appearance of checkout area; restocked supplies as needed.
  • Followed company security procedures for handling large sums of money.
  • Performed other duties as assigned by management.
  • Operated cash register or POS system to receive payment by cash, check and credit card.

Lead Sales Associate

Montgomery Wards Department Store
Moline, IL
04.1996 - 10.2000
  • Greeted customers and provided product information.
  • Assisted with the training of new sales associates.
  • Provided customer service to ensure satisfaction.
  • Organized store displays for maximum visibility of products.
  • Maintained up-to-date knowledge of store policies regarding payments, returns, and exchanges.
  • Developed strategies to increase sales and promote new products.
  • Supervised a team of sales associates on daily tasks and operations.
  • Conducted weekly one-on-one meetings with sales associates to review performance goals.
  • Participated in regular staff meetings to discuss ideas for promotions or special events.
  • Performed cashier duties when needed during peak times or shortages in personnel.
  • Promoted store credit card program by offering discounts for signing up.
  • Maintained neatness and cleanliness throughout the store environment.
  • Processed payments and returned receipts, cash, coin and cards to customers.
  • Checked store shelves and restocked products from inventory in back room.
  • Scanned and bagged items and operated cash register to check out store patrons.
  • Delivered quality customer service while cultivating client satisfaction and loyalty.
  • Cross-trained on different positions to best support team during peak periods.

Education

Moline Senior High
Moline, IL
06-1972

Skills

  • Client Education
  • Complaint Handling
  • Organization
  • Policy understanding
  • Insurance terminology
  • Data Entry
  • Customer Service
  • New Policies Processing
  • Client Interviews
  • Eligibility Determination
  • Interpersonal Skills
  • Documentation skills
  • Attention to Detail
  • Self Motivation
  • Account Management Software
  • Coverage Determination
  • Problem-solving aptitude
  • Records Management
  • Proficient in [Software]
  • Information Verification
  • Outstanding clerical abilities
  • Insurance plan verification
  • Reliability
  • Policy Review
  • Billing Software
  • Background in insurance

Affiliations

  • I AM INVOLVED IN MY CHURCH, AND FOOD BANK VOLUNTEER, AND THE COMMUNITY!

Accomplishments

  • While selling Life Insurance for Monumental Life Insurance Company, I received Rookie of the Year Award! I met my goals every year, and received the trip awarded each year. I also kept a book of business of clients, who I manage to keep on the books , each and every year.

Timeline

Insurance Customer Service Representative

Monumental Insurance
04.2008 - 08.2010

Manager

Casey's General Stores
05.2004 - 01.2008

Cashier

Eagles Grocery Store
10.2000 - 11.2003

Lead Sales Associate

Montgomery Wards Department Store
04.1996 - 10.2000

Moline Senior High
Lennice Surratt