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.