Nancy Weimer
Windsor,CO
Summary
Dedicated professional with a strong work ethic and proven customer service skills. Experienced in managing multiple tasks and adhering to regulatory standards through various communication channels. Demonstrated ability to work independently and efficiently without supervision.
Overview
35
35
years of professional experience
1
1
Certification
Work History
Insurance Agent
Front Range Benefits and Finical, LLC
Greeley, CO
09.2022 - 04.2025
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Responded to customer inquiries and problems to promote great service.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Scheduled meetings with prospective clients to discuss available products and services.
- Remained current on the latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
- Counseled prospects and policyholders on coverage, limits, and regulations.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- 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.
- Sought out new clients and developed clientele by networking to find new customers.
Customer Service Representative
T-TECH
Greeley, CO
08.2014 - 08.2022
- Assisted customers with banking transactions such as transfers and payments.
- Checked customer identifications to ensure compliance with anti-money laundering regulations.
- Resolved complaints or escalated issues to appropriate personnel when necessary.
- Utilized Microsoft Office Suite for accurate data entry and record maintenance.
- Liaised between customers and retail buyers to expedite order fulfillment.
- Processed wire transfers in accordance with established policies and procedures.
- Monitored account activities for suspicious patterns indicative of fraud.
- Cross-sold bank products including credit cards, loans, and insurance policies.
Recovery Technician
Boulder County Housing and Human Services
Longmont, CO
05.1990 - 04.2014
- Maintained files and accounts for over 300 clients efficiently.
- Recovered overpaid public assistance funds due to errors or fraud.
- Facilitated client meetings to finalize promissory notes for payments.
- Collected and documented payments accurately on accounts.
- Designed and distributed payment booklets to clients for clarity.
- Sent payment reminders and assisted clients in maintaining current accounts.
- Prepared documentation for administrative hearings, presenting evidence to state administrative law judges as the Boulder County representative.
- Applied comprehensive knowledge of Colorado regulations during public assistance recovery hearings.
Education
Business
Aims Community College
Greeley, CO08-1980
Skills
- Customer service
- Regulatory compliance
- Insurance product knowledge
- Communication skills
- Problem solving
- Attention to detail
- Time management
- Industry regulations
- Account management
- Licensed insurance agent
- Valuable property insurance
- Auto insurance
- Renters' insurance
- Health insurance
- Life insurance
- Professionalism and ethics
- Client relations
Affiliations
- Crochet
- Sewing
- Reading
Accomplishments
- Recovery Technician of the Year
Certification
- Colorado Life, Health, and Accident
References
References available upon request.
Timeline
Insurance Agent
Front Range Benefits and Finical, LLC
09.2022 - 04.2025
Customer Service Representative
T-TECH
08.2014 - 08.2022
Recovery Technician
Boulder County Housing and Human Services
05.1990 - 04.2014
Business
Aims Community College
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