Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Margaret Kruszewski

Saint John,IN

Summary

Dynamic professional with extensive experience at Indiana Farm Bureau Insurance, excelling in customer service and relationship management. Proven track record in sales generation and conflict resolution, achieving repeat business through personalized service. Skilled in vendor negotiation and CRM software, I thrive in fast-paced environments, delivering exceptional results and fostering strong client connections.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Customer Experience / Sub Producer

Indiana Farm Bureau Insurance
Crown Point, IN
02.2024 - Current
  • Resolved customer queries and complaints in a timely manner.
  • Communicated with customers via phone, email and online chats.
  • Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
  • Prevented key account losses by researching discrepancies and correcting problems.
  • Identified and escalated priority issues to appropriate teams for resolution.
  • Contacted customers about potential service upgrades, new services and account changes.
  • Guided customers through troubleshooting, navigating company site and using services.
  • Updated system with order specifics and customer details, preferences, and billing information.
  • Sought out new clients and developed clientele by networking to find new customers.
  • Scheduled meetings with prospective clients to discuss available products and services.
  • Contacted underwriters and submitted forms to obtain binder coverage.
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Explained complex technical terms related to insurance plans in simple language for easy understanding.
  • Developed and implemented comprehensive insurance plans for clients according to their individual needs.
  • Achieved repeat business and referrals through personalized services.

HR Assistant

Opus Inspection Inc.
Crown Point, IN
09.2022 - 02.2024
  • Managed employee onboarding program for new hires ensuring completion of all required documents.
  • Coordinated new employee onboarding with orientation scheduling and preparation.
  • Provided administrative support to the HR department, including document preparation and calendar management.
  • Posted job announcements and pre-screened applicants to candidates for available positions.
  • Processed onboarding paperwork for new hires and rehires.
  • Interviewed job applicants to obtain and verify information for screening and evaluation.
  • Guided new hires through orientation and onboarding and explained documentation requirements to facilitate HR process.

Office Manager

State Farm
Crown Point, IN
02.2012 - 03.2019
  • Negotiated contracts with vendors to secure favorable terms and pricing.
  • Supervised staff members, organized schedules and delegated tasks.
  • Evaluated individual and team business performance and identified opportunities for improvement.
  • Managed office budget to handle inventory, postage and vendor services.
  • Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
  • Elevated customer satisfaction ratings by promptly resolving client and case issues.
  • Administered payroll and maintained proper documentation of employee personnel.
  • Developed and implemented office policies and procedures.
  • Created and managed budgets for travel, training, and team-building activities.
  • Assisted in developing budgets for departmental expenses.
  • Organized company events including holiday parties, team building activities .
  • Processed payroll accurately ensuring all employees were paid on time.
  • Assisted in recruiting, onboarding and training new employees.
  • Mediated conflicts between employees and facilitated effective resolutions to disputes.
  • Provided administrative support to management team including preparing reports and presentations.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Created spreadsheets in Excel to track data such as vacation requests, sick days .
  • Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.

Education

Associate of Applied Science - Accounting

South Suburban
South Holland, IL
01-1997

Skills

  • Product knowledge
  • Vendor negotiation
  • Customer service
  • Relationship management
  • Sales techniques
  • Team leadership
  • Sales generation
  • Sales coaching
  • Conflict resolution
  • Problem solving
  • CRM software
  • Brand-building strategies

Certification

  • Property and Casualty license

References

References available upon request.

Timeline

Customer Experience / Sub Producer

Indiana Farm Bureau Insurance
02.2024 - Current

HR Assistant

Opus Inspection Inc.
09.2022 - 02.2024

Office Manager

State Farm
02.2012 - 03.2019

Associate of Applied Science - Accounting

South Suburban

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Margaret Kruszewski