Niccele Winpigler

In my role as a Customer Service Administrator, I work with professionals to service their business and personal insurance policies. My duties include creating and sending certificates of insurance, endorsing policies with changes, submitting claims, providing premium breakdowns and policy composites, explaining coverages and premium changes. I have also assisted our billing team with billing renewed Agency-Billed policies and took over reception duties while ours was out of the office. That included managing multiple inboxes and routing phone calls to the proper agent. As a Personal Lines Specialist I review insureds policies and coverages with them, recommend additional coverages, and assist with policy changes.

This role was a seasonal role for the open enrollment period for Medicare Supplement plans. It was my responsibility to assist eligible enrollees find the best Medicare supplement plan for their needs. We used an online quoting system to match enrollees with plans based on various health factors.

At Garvey Insurance I was the sole Service Member in one of this agencies locations. I regularly exceeded sales goals in life insurance and earned awards bonuses. I developed positive relationships with clients I assisted with servicing their policies and had clients who often asked to speak with me.

In my time at Juliussen Insurance I provided excellent customer service to existing clients and offered multi-line quotes to prospects. I kept meticulous notes and obtained paperwork needing signatures. I also rendered notary service to any existing clients.

In my time with Allstate, I was in charge of marketing to dealerships, mortgage lenders, and various other businesses who may be able to refer their clients to our agency. I attended marketing events and provided on-the-spot quotes to interested parties. I regularly met and exceeded sales goals and was the go-to person for service.

Stacey Allen State Farm was my first experience in the insurance industry and I learned quickly in this agency. This role was a hybrid of service and sales. I was able to meet sales goals very early on and learned to develop positive relationships with clients. I regularly left them feeling positively about our interactions and comforted knowing that I was able to help them.