Mandy Holderfield
Columbiana,AL
Summary
Dynamic professional with a proven track record of exceptional customer service and performance improvements, notably at Legacy Insurance Group. Skilled in documentation and record-keeping with robust communication abilities. Elevated customer satisfaction and achieved promotions through dedication and skillful handling of client needs. CPR and BLS certified, showcasing a commitment to both technical and interpersonal excellence.
Overview
14
14
years of professional experience
Work History
licensed client manager
Valent group
06.2022 - Current
- Processed payments and endorsements
- Achieved customer service satisfaction by providing exceptional customer service
- Reviewed and processed renewals
- Provided quote options for increased business policies
- Created spreadsheets for customer review
- Worked in Image Right and AMS computer systems for client needs
licensed service agent
The Rinehart Agency
06.2020 - 06.2022
- Processed payments and endorsements
- Achieved customer service satisfaction by providing exceptional customer service
- Discussed, filed, and reviewed claims with clients
- Discussed and reviewed home inspections
- Obtained important documentation needed for underwriting from clients
- Reviewed auto and home policies
- Wrote up home and auto quotes for customers
licensed service agent
legacy insurance group (allstate)
06.2019 - 06.2020
- Processed payments and endorsements
- Achieved customer service satisfaction by providing exceptional customer service
- Obtained important documentation needed for underwriting from clients
- Reviewed auto and home policies
- Received two raises within 6 months of employment
- Promoted from service agent to underwriting and claims specialist due to remarkable performance
Pharmacy technician / clerk
SNIDER’s pharmacy
05.2017 - 05.2019
- Promoted from Clerk to Pharmacy Technician due to remarkable performance
- Point of sale experience working directly with customers
- Achieved customer service satisfaction by providing exceptional customer service
- Consulted with customers and physician offices to discuss patients’ pharmaceutical needs
- Managed customer prescriptions
- Inventory management and detailed computer documentation
Sales Associate / assistant manager / manager
portrait innovations
06.2011 - 05.2017
- Sales Associate – Tuscaloosa Location
- Sold photography packages and delivered excellent customer service
- Promoted to regional trainer for new team members in the Alabama territory
- Assistant Manager/Manager – Hoover and Trussville Locations
- Managed the schedule for customer appointments
- Scheduled photographers for each customer session
- Achieved sales goals and earned promotion to manage Trussville location
- Oversaw daily operations and managed a team of 7
- Responsible for quickly and effectively solving customer challenges
Education
diploma -
Baumholder american high school
06.2007
Some College (No Degree) - Nursing
Jefferson State Community College
Birmingham, ALSkills
- CPR certified
- BLS certified
- Good communication skills
- Documentation and record keeping
- Materials, applications, and other documentation
- Basic computer skills
Timeline
licensed client manager
Valent group
06.2022 - Current
licensed service agent
The Rinehart Agency
06.2020 - 06.2022
licensed service agent
legacy insurance group (allstate)
06.2019 - 06.2020
Pharmacy technician / clerk
SNIDER’s pharmacy
05.2017 - 05.2019
Sales Associate / assistant manager / manager
portrait innovations
06.2011 - 05.2017
diploma -
Baumholder american high school
Some College (No Degree) - Nursing
Jefferson State Community College
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