Lori Blau
Independence,MO
Summary
Organized Office Manager with noted experience in administrative management. Prioritize projects and multitask effectively to achieve project goals. Methodical and detail-oriented team player with expertise in team leadership. Offering these skills and strong work ethic.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Office Manager
Jason Langston Agency Farmers Insurance
Lees Summit, MO
05.2019 - 04.2022
- Maintained customer database to ensure accurate information.
- Oversaw customer accounts including policy changes and recommending appropriate coverage to limit exposure and prevent breaches and data misuse.
- Delivered optimal level of customer service in accordance with company policy when corresponding with existing and prospective clients.
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Established workflow processes, to promote collaboration and increased performance.
- Managed office operations while scheduling appointments for agents and prepared material for presentation to customers.
- Coordinated special events for customer relations, creating invitations and setup for successful presentation.
- Resolve customer complaints regarding pricing with a high level communication skills.
Customer Service Representative Agent
Michael Blau Agency Farmers Insurance
Lees Summit, MO
05.2016 - 05.2019
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Responded to customer requests for services and policy information.
- Provided primary customer support to internal and external customers.
- Recommended products to customers, thoroughly explaining details.
- Developed community reputation through commitment to customer satisfaction and strong client relationships.
- Fielded customer questions regarding current prices.
Customer Service Agent
Kristin Scholl Agency American Family
Lees Summit, MO
01.2011 - 05.2016
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Demonstrated high attention to detail, organization and management of multiple tasks and projects simultaneously.
- Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
- Educated clients on policy services and resolved client inquiries regarding policy coverage information and account balances.
- Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
Quality Assurance Manager
Sunbridge Capital Inc.
Mission, KS
11.2000 - 05.2009
- Implemented new quality assurance and customer service standards.
- Recorded, analyzed and distributed statistical information.
- Assured consistent quality of account maintenace by implementing and enforcing procedures to streamline lease/loan processing.
- Monitored staff organization and suggested improvements to daily functionality ton increase productivity.
- Determined quality department standards, practices and procedures.
Education
High School Diploma -
Grandview Sr. High School
Grandview, MOSkills
- Team Management
- Report Preparation and Analysis
- Office Management
- Staff Training
- Policy and Procedure Modification
- Executive Calendars
- Licensing Requirements
- Sorting and Delivering Mail
- Policy Renewals
- Binder Coverage
- Underwriting and Adjustments
- Insurance Coverage Verification
Certification
- Licensed - Property, casualty, life and health agent in the State of Missouri and Kansas
Timeline
Office Manager
Jason Langston Agency Farmers Insurance
05.2019 - 04.2022
Customer Service Representative Agent
Michael Blau Agency Farmers Insurance
05.2016 - 05.2019
Customer Service Agent
Kristin Scholl Agency American Family
01.2011 - 05.2016
Quality Assurance Manager
Sunbridge Capital Inc.
11.2000 - 05.2009
High School Diploma -
Grandview Sr. High School
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