Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Customer Service Representative
Assurance Brokers Ltd
01.2011 - 07.2023
Provide performance/payment bonds upon clients request
Invoicing for performance/payment bonds, notary, and licensing
Gather financials, work in progress reports, bank letters required by surety
Correspond with surety underwriter for approvals for bonds
Provide bid bond upon client request including:
Reading construction contracts
Identify proper limits required by contracts
Collaborate with Producer on coverage and limit recommendations
Implemented and developed customer service training processes
Followed up with customers about resolved issues to maintain high standards of customer service
Customer Service Representative
Flatness and Lutz, Inc
01.2007 - 06.2010
Provide evidence of property to financial institutions
Partner with Marketing Department and Producers in design of sales proposals
Prepare critical insurance materials for key accounts
Provide certificates of insurance upon client request including:
Reading construction contracts
Identify proper limits required by contracts
Collaborate with Account Manager on coverage and limit recommendations
Request loss runs in preparation for renewals
Customize letters and reports for key Producers
Endorse policies and process ID cards
Responded to customer requests for products, services, and company information
Administrative Assistant/Mailroom Clerk
Welsch, Flatness and Lutz, Inc
04.2004 - 01.2007
Ordered mailroom supplies for entire agency
Kept records of all registered mail
Key contact for scanned documents entered in our paperless system
Collected and distributed all agency mail
Assisted office receptionist as needed
Sorted and placed mail into mailboxes with high levels of accuracy
Weighed letters and packages and calculated costs based on classification, weight, and destination
Maintained clean and organized mail room to promote safety and efficiency
Proved successful working within tight deadlines and fast-paced environment
Operated postage meters, mail sealers and labeling machines
Education
Certificate – Administration of Justice -
Belleville Area College
Belleville, IL
1997
Skills
Microsoft Office
Clerical Support
Administrative and Office Support
Customer Relationship Management
Managing Multiple Tasks
Professional Telephone Demeanor
Applied TAM-Agency Management System
Paperport-Commercial Document Management Software
Contractor Inquiries and Renewals
Customer Account Management
Problem-Solving Ability
Prioritization
Certification
Current Illinois Producer License, General Casualty and Property – Current Illinois Ethics
References
Available on request
Timeline
Customer Service Representative
Assurance Brokers Ltd
01.2011 - 07.2023
Customer Service Representative
Flatness and Lutz, Inc
01.2007 - 06.2010
Administrative Assistant/Mailroom Clerk
Welsch, Flatness and Lutz, Inc
04.2004 - 01.2007
Certificate – Administration of Justice -
Belleville Area College
Similar Profiles
Joyce MofokengJoyce Mofokeng
Claims Consultant at Elgatone Assurance BrokersClaims Consultant at Elgatone Assurance Brokers
Account Manager at Fitzpatrick & Co Insurance Brokers now Aviso Specialty Insurance BrokersAccount Manager at Fitzpatrick & Co Insurance Brokers now Aviso Specialty Insurance Brokers