Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
References
Timeline
Generic

Natalie Galvin

Colorado Springs,CO

Summary

Seasoned Insurance Agent with a proven track record at Westco Insurance, adept in client needs analysis and fostering client relations. Leveraged professionalism and ethics to enhance policy renewals and upselling, significantly boosting customer satisfaction. Skilled in property and life insurance, demonstrating a commitment to client retention and referral pipeline maintenance.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Insurance Agent

Westco Insurance
Colorado Springs, CO
06.2019 - Current
  • Incorporated latest trends in the industry to craft effective approaches.
  • Developed business objectives through analysis of customer insights.
  • Responded to customer inquiries and problems to promote great service.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Participated in continuing education courses to stay current on industry trends and changes in regulations.
  • Formulated plans to increase sales through meetings with division leaders and consultants.
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Maintained accurate records of all insurance transactions using computer software systems.
  • Advised customers on the best ways to minimize risks associated with their assets.

Insurance Processor

Farmers Insurance Agency
Colorado Springs, CO
08.2016 - 06.2019
  • Reviewed and processed insurance applications, verifying accuracy of information submitted.
  • Validated policyholder information to ensure compliance with state regulations.
  • Conducted reviews of existing policies to ensure they meet customer needs and company standards.
  • Used insurance rate standards to calculate premiums, refunds, commissions and adjustments.
  • Coordinated with agents and underwriters on new business application processing.
  • Provided timely follow-up on pending cases to ensure resolution in a timely manner.
  • Handled modification and updating of policies.

Medical Receptionist

USAFA Pediatric Clinic
Colorado Springs, CO
06.2005 - 08.2016
  • Ordered office supplies as needed to maintain inventory levels.
  • Scheduled and followed up on patient appointments, collected and processed patient payments and maintained patient files.
  • Greeted and checked in patients, updating patient information in computer system.
  • Communicated with patients with compassion while keeping medical information private.
  • Collaborated with multi-disciplinary staff to improve overall patient care and response times.
  • Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.
  • Prepared charts for new patients, ensuring all necessary forms were completed correctly.
  • Performed data entry tasks related to billing and collections procedures.
  • Assisted with filing of medical records and documents, maintaining accurate electronic files.
  • Maintained supply inventory for office area, ordering items as needed and stocking shelves.
  • Maintained confidentiality of patient information according to HIPAA regulations.
  • Answered multi-line phone system and directed callers to requested personnel and departments.

Education

Some College (No Degree) - Nursing

Pikes Peak Community College
Colorado Springs, CO

Skills

  • Customer follow-up
  • Client assessment
  • Professionalism and ethics
  • Upselling
  • Policy adjustment
  • Referral pipeline maintenance
  • Client relations
  • Customer service
  • Client retention
  • Policy renewals
  • Client needs analysis
  • Quotes and sales
  • Licensed insurance agent
  • Property insurance
  • Life insurance
  • Auto insurance

Certification

  • State Of Colorado Insurance license Accident and Health, Life, Property and Casualty 10/03/2017
  • CNA 2005

Accomplishments

  • Was coined by the 10th Medical Group Commander in May 2010 for outstanding work.
  • Was coined by the 10th Medical Group Commander in January 2016 for outstanding work on planning the 10th Medical group Christmas party.

References

References available upon request.

Timeline

Insurance Agent

Westco Insurance
06.2019 - Current

Insurance Processor

Farmers Insurance Agency
08.2016 - 06.2019

Medical Receptionist

USAFA Pediatric Clinic
06.2005 - 08.2016

Some College (No Degree) - Nursing

Pikes Peak Community College

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Natalie Galvin