Lisa Callahan
Brenham,TX
Summary
Motivated Customer Service Representative ready for a new position where my Insurance knowledge and skills can be properly utilized. Talented at building strong working relationships with fellow staff and assisting with various administrative tasks and duties. Able to work unsupervised and consistently meet all deadlines.
Overview
25
25
years of professional experience
Work History
Customer Care Specialist II
Germania Insurance
03.2020 - Current
- Helped large volume of customers in Underwriting, Billing and Claims, every day with positive attitude and focus on customer satisfaction.
- Communicated with customers to identify needs and expectations.
- Responded to customer needs through competent customer service and prompt problem-solving.
- Verified accuracy of customer account information and updated when necessary.
Underwriting Specialist II
Germania Insurance
03.2020 - 01.2021
- Documented underwriting decisions and provided evidence of compliance with applicable regulations.
- Process property and auto policy changes, cancellations, driver discovery and total loss.
Account Manager - CISR
Van Dyke Rankin Insurance
09.2009 - 03.2020
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Marketed auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Generated sales by recommending policies and add-ons.
- Reviewed customer needs and financial means to determine appropriate policy offerings.
- Maintained detailed records of customer information and policy sales.
- Stayed in touch with clients to assess changing demands and offer new solutions.
- File claims with carriers or direct insured to carrier.
- Process payment and answer billing inquires.
Registrar/Attendance Clerk
Bastrop ISD Lost Pines Elementary
08.2004 - 08.2009
- Maintained accurate records of all absences, truancy issues and disciplinary actions.
- Input daily attendance information into office database for 900+ student school.
- Called parents and guardians to inquire about late or truant students.
- Pleasantly greeted all office visitors and asked open-ended questions to determine needs.
- Register and schedule new students in appropriate classes. Maintain up-to-date computer records on each student.
- Withdraw students and forward records to requesting districts through TREX.
- Enter all PEIMS data into computer program for state reporting.
Instructional Assistant Special Education
Bastrop ISD Emile Elementary
08.2003 - 08.2004
- Provided support to help students with special needs learn and grow.
- Customize activities, instruction and assignments to meet individual student needs.
- Encouraged children to be understanding and patient with others.
- Identify signs of potential emotional or developmental concerns in children and brought them to parents or guardians attention.
Registrar Assistant
Bastrop ISD - Bastrop High School
08.2000 - 08.2003
- Organized, reviewed, and filed paperwork for secure recordkeeping.
- Verified paperwork accuracy and checked for completion prior to processing.
- Input PEIMS entries into computer program.
- Record GPA and class ranks for seniors.
Instructional Aide
Bastrop ISD
07.1998 - 08.2000
- Provided support during classes, group lessons, and classroom activities.
- Supported student learning objectives through personalized and small group assistance.
Education
High School Diploma -
Robert E Lee High School
Houston Texas 05.1982
Skills
Property and Casualty Agent Certification with the Texas Department of Insurance
Certified Insurance Service Representative, CISR, designation
Customer Service Oriented
Customer and Client relations
Timeline
Customer Care Specialist II
Germania Insurance
03.2020 - Current
Underwriting Specialist II
Germania Insurance
03.2020 - 01.2021
Account Manager - CISR
Van Dyke Rankin Insurance
09.2009 - 03.2020
Registrar/Attendance Clerk
Bastrop ISD Lost Pines Elementary
08.2004 - 08.2009
Instructional Assistant Special Education
Bastrop ISD Emile Elementary
08.2003 - 08.2004
Registrar Assistant
Bastrop ISD - Bastrop High School
08.2000 - 08.2003
Instructional Aide
Bastrop ISD
07.1998 - 08.2000
High School Diploma -
Robert E Lee High School
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