Markayla Phillips
Joe Cook & Associates
Kerrville,TX
2
Languages
6
years of professional experience
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Work History
Commercial Lines Service Representativea
2 Years 1 Month- Managed high-volume workload effectively with an unwavering commitment to providing exceptional quality output within tight deadlines.
- Delivered exceptional customer service by addressing inquiries to enhance understanding of coverage.
- Present and explain coverages of existing and new policies so that insureds understand the coverages and limitations of their policies.
- Served and updated policies to meet insureds' needs.
- Follow and assist with the claim process with empathy and patience including assisting with the submission of claims and supporting documents, obtaining initial statement to provide claim rep, and ensuring clear and continuous communication between adjustor and insured.
- Do yearly reviews with client to ensure coverage still aligns with their needs.
- Conducted risk analyses for new and existing clients, identifying coverage gaps and presenting clear policy explanations along with coverage quotes.
- Optimized workflow processes, creating a systematic approach to task prioritization and time management.
Member Services Representative
1 Year 11 Months- Providing outstanding customer service by creating a welcoming atmosphere and practicing active listening to identify how to best help members meet their financial needs and improve their quality of life;
- Maintaining a comprehensive knowledge of products and services available to best match with a member's needs and wants;
- Communicated clearly, both verbally and in writing, to ensure task completion and resolve issues presented by members or colleagues;
- Performed daily teller responsibilities, including cash handling and transactions, while collaborating interdepartmentally to ensure timely completion of all tasks.
- Maintained strict confidentiality with sensitive information, ensuring member's trust and privacy.
Teller
1 Year 2 Months- Created a welcoming atmosphere and practiced active listening to identify member needs and resolved conflicts.
- Maintaining a comprehensive knowledge of products and services available to best match with a member's needs and wants;
- Maintaining a comprehensive knowledge of products and services available to best match with a member's needs and wants;
- Performing daily teller responsibilities including cash handling, transactions, and interdepartmental co-operation to ensure completion of all tasks by the end of the day.
- Processed customer transactions efficiently, ensuring accuracy and adherence to financial regulations.
- Provided valuable input during team meetings aimed at improving overall departmental performance.
GENERAL OFFICE CLERK
1 Year 4 Months- Entered data into Microsoft suite to ensure accurate maintenance documentation and tax records for each truck;
- Executed record filing system to enhance organization and access to documents.
- Using various types of office equipment including computers, photocopiers, scanners, and voicemail systems.
- Coordinated communications with driver manager on scheduling classes, maintenance, and inspections.
- Supported the technical team in managing sound and visual equipment for weekly worship services. for Sunday sermons at St. Paul’s UMC.
- Organized and maintained filing systems for efficient document retrieval and storage.
- Supported daily operations with tasks such as data entry, photocopying, scanning, and faxing.
Education
Texas Insurance Licensing
- Texas License #3202566
- National Producer #21254114
Proficiency Certificate - Spanish
Obtained B1.2 level fluency of Spanish
Bachelor of Arts - Modern Languages, Minor Business
- Member of Texas A&M Hair Braiding Club- Nonprofit volunteer Spring 2019-Spring 2020
- Member of Texas A&M American Marketing Association Fall 2019
Transcription 101- General Transcription - Transcription
Skills
Microsoft Office Suite
Document formatting
Data correction
Clear Verbal and Written Communication
Active listening
Meticulous Attention to Detail
Proofreading proficiency
Deadline management
Self-starter
Independent and team player
Focus and patience
Research
Languages
German - Limited Working
Spanish - Professional Working
Timeline
Commercial Lines Service Representativea
Joe Cook & Associates
07.2024 - CurrentRead More
Member Services Representative
RBFCU
08.2022 - 07.2024Read More
Teller
Kerr County FCU
06.2021 - 08.2022Read More
GENERAL OFFICE CLERK
J. R. Phillips Transport/ J. L. B. Services Group
03.2020 - 07.2021Read More
Texas A&M University
Bachelor of Arts from Modern Languages, Minor Business
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Education First
Proficiency Certificate from Spanish
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Texas P&C Insurance Licensing
Texas Insurance Licensing
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TypeWhizz
Transcription 101- General Transcription from Transcription
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