Mary Beth Jones

Works as Ramsey ELP Advisor for Tampa and Hillsborough County Fl, as well as still servicing and writing new business in TN. Writing 50k-75k new business premium per month.

• Finalized and submitted paperwork to complete sales.
• Frontline Underwriting to ensure as few problems as possible post bind.
• Provided coverage option information to assist clients in protecting assets.
• Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
• Exceeded corporate quotas for monthly policy sales.
• Maintained high standards of customer service by building relationships with clients.
• Built relationships with clients using active listening and issue resolution to provide excellent service.

• Reconciled cash drawer and resolved discrepancies.
• Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
• Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
• Sold and cross-sold bank products to new and existing customers.
• Audited fellow teller currency to contribute to dual-control procedures.
• Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
• Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.

• Processed customer transactions accurately and efficiently.
• Provided exceptional customer service to enhance client satisfaction.
• Assisted with account inquiries and resolved customer issues promptly.
• Maintained cash drawer integrity through diligent balancing practices.