Open To Work
Lois Monte
Plover,WI
Work Preference
Summary
Customer Service Professional skilled in team training, customer satisfaction, and problem solving. Proven track record of exceeding performance goals through effective communication and resourcefulness. Adaptable and diligent in mastering new skills independently.
Overview
26
26
years of professional experience
Work History
Sr. Customer Service Rep / Processing Tech
Transamerica Life Insurance Company
Cedar Rapids, IA
08.2019 - 05.2026
- Processed customer account changes using proprietary software efficiently.
- Assisted customers by providing account information, addressing concerns, and answering questions.
- Managed challenging situations with professionalism, resolving customer issues and enhancing satisfaction.
- Trained new hires in customer service skills, boosting team effectiveness and knowledge retention.
- Exceeded performance goals, driving company growth and reinforcing market leadership.
Licensing Specialist, Customer Service Rep
AIG - Travel Guard
Stevens Point, Wisconsin
07.2010 - 04.2019
- Managed documentation for licensing submissions and renewals, ensuring compliance and enhancing organizational efficiency.
- Reviewed licensing applications for accuracy and completeness, ensuring timely processing.
- Verified license information through cross-referencing state databases and national producer registry.
- Collaborated with travel agents and internal staff to verify compliance with licensing requirements, improving overall process accuracy.
- Responded to customer inquiries regarding products, services, and company information.
- Facilitated communication between customers and internal departments, streamlining issue resolution and enhancing customer satisfaction.
- Applied strong selling skills while engaging customers and presenting tailored solutions.
Insurance Coordinator
Sentry Insurance
Stevens Point, Wisconsin
04.2000 - 11.2009
- Verified insurance coverage and communicated details to clients, ensuring informed decisions.
- Maintained confidentiality of patient finances, records and health statuses.
- Reviewed outstanding requests and redirected workloads to support timely project completion.
- Coached new employees on administrative procedures and company policies, streamlining onboarding experience.
Education
GED -
Mid-State Technical College
Stevens Point, WIIT/Networking, Accounting -
Mid-State Technical College
Stevens Point, WISkills
- Customer relationship management
- Call center operations
- Conflict resolution
- Effective communication
- Training development
Timeline
Sr. Customer Service Rep / Processing Tech
Transamerica Life Insurance Company
08.2019 - 05.2026
Licensing Specialist, Customer Service Rep
AIG - Travel Guard
07.2010 - 04.2019
Insurance Coordinator
Sentry Insurance
04.2000 - 11.2009
GED -
Mid-State Technical College
IT/Networking, Accounting -
Mid-State Technical College