Summary
Overview
Work History
Education
Skills
Licensed Insurance Agent
Awards & Excellence
Timeline
Generic

Nikki Arjoon Peacock

Cumming,GA

Summary

Senior Administrative Assistant with talent for working with Divisional Vice Presidents, Regional Vice Presidents & Internal Sales Teams. Over 20 years experience in the Financial Services Industry. Strong knowledge of Financial, Auto & Home Sales & Service, Medical Insurance & Auto Claims Services. Communicative and team-oriented with proficiency in Microsoft Office, NECHO, ECRM, Concur, American Express Corporate, MediSoft, Orion & Navigator . Proven history of Executive Excellence to meet team, individual and management objectives.

Focused and dedicated insurance professional with 3 years of experience providing superior customer service and rates for Auto, Home, Boat, Life, Retirement & Renters policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs.

Overview

22
22
years of professional experience

Work History

Licensed Insurance Agent

State Farm
Sandy Springs, GA
02.2023 - 09.2023
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Researched insurance plans to find good options for clients' needs.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Responded to customer inquiries and problems to promote great service.
  • Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Upsold products to policyholders and potential new clients.
  • Offered policy guidance and management to promote asset protection.
  • Exceeded company sales goals for new policies.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
  • Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.

Claims Specialist for Liberty Mutual/Safeco

Sykes Enterprises, Incorporated
Cumming, GA
08.2020 - 02.2023
  • Auto Claims at first notice of loss, claims processing & approvals
  • Complied with confidentiality regulations in handling customer information.
  • Checked documentation for appropriate coding, catching errors and making revisions.
  • Verified Insured had proper insurance coverage prior to procedures or appointment scheduling.
  • Corresponded with insurance customers and agents to obtain or relay information on account status changes.
  • Modified, updated and processed existing policies and claims to reflect changes in amount of coverage and type of insurance.
  • Examined claims, records and procedures to grant approval of coverage.
  • Served as subject matter expert for non-standard coverage questions, property damage and collision.
  • Examined automobile policies with third-party liability, accident benefits and collision benefits.
  • Promoted engagement in reaching sales targets within environment with detailed, high-level claims
  • Provided quality customer service to assigned, insured and claimants throughout claims process to deliver timely service to customers.
  • Supported efficient handling of complex claims and followed up on open, denied or suspended claims to complete required line items.

Accounting Specialist

Synergy Release Sports
Alpharetta, GA
08.2019 - 08.2020
  • Compiled budget documents and monitored costs to maintain control systems.
  • Tracked income and accounting profits for business using MediSoft.
  • Billed medical insurance for all patients within the practice.
  • Supported 6 doctors, staff & employees throughout the Alpharetta location. Assisted in ensuring all doctors were correctly compensated via customized Accounting Software.
  • Applied mathematical skills to calculate totals, check figures and correct problems with physical and digital files.
  • Coded invoices and other records to maintain organized and accurate records.
  • Assessed data and information to check entries, calculations and billing codes for accuracy.
  • Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.
  • Communicated with owning doctors about discrepancies and devised plans to reconcile financial issues.
  • Streamlined financial data by accurately processing bank reconciliations and delivering financial reporting to owning doctors by end of business daily.
  • Processed end-of-day data entry using Medisoft, verifying deposits and rectifying discrepancies as needed

Senior Administrative Assistant-Operations

John Hancock Financial Services
Atlanta, GA
08.2001 - 08.2017
  • Recognized by management for providing exceptional team leadership, recipient of 12 awards & numerous certifications.
  • Leveraged PeopleSoft to input and compile data gathered from various sources.
  • Maintained updated budgeting costs and support for Eastern Divisional Vice President, Regional Vice Presidents & Internal Sales Teams throughout the Division.
  • Planned & Executed all meetings & conferences throughout the Eastern Division including budgeting, contracts, travel, venue selection, cost analysis & negotiations, and approval from Senior Management.
  • Worked directly with Concur Expenses & American Express Corporate to approve & process expense reports.
  • Coordinated appointments, meetings and conferences.
  • Oversaw filing systems and scanned documents to manage physical and electronic documents and information.
  • Controlled and managed document processes by reviewing files, records and critical information to confirm accuracy and comply with company policies and procedures.
  • Supported office operations, managed client correspondence, tracked records and handled internal communications.
  • Prevented scheduling errors by demonstrating strong attention to detail while managing daily calendar and creating weekly or monthly reports and presentations.
  • Supervised set up of conference rooms for corporate meetings and other events.
  • Automated office operations, as well as managed client correspondence, record tracking and data communications.
  • Scheduled appointments for management teams and maintained updated calendar using customized calendar system.
  • Compiled Sales data and created reports and spreadsheets for use by the Eastern & Western External Sales Teams on a monthly basis.
  • Oversaw special event calendars for Eastern Divisional Sales group, factoring in availability and expected operational demands to keep workloads in balance.
  • Supported Divisional Vice President, Eastern Division by verifying complete financial records accuracy for purchase orders, expense reports and cost center investments. Approved Concur Expenses for all Eastern Division Regional Vice Presidents on Sales Team. Tracked budgets for DVP, RVP & Support Staff throughout the Eastern Division.
  • Answered phones and emails for Divisional Vice President with efficiency and appropriate responses.
  • Orchestrated and confirmed senior executive travel accommodations and schedules for Eastern Division Sales Team + personnel.
  • Contributed to significant revenue increase by streamlining administrative operations and prioritizing tasks.

Education

Associate of Arts - Education

Broward College
Fort Lauderdale, FL
05.2000

Some College (No Degree) - Business Administration and Management

Georgia State University
Atlanta, GA

Skills

  • Exceptional recordkeeping abilities
  • Superior Executive Assistant Support on Executive Level
  • Coverage assessments
  • Documentation review
  • Accident investigations
  • Settlement determinations
  • Database management
  • Medical terminology
  • Documentation skills
  • Insurance plan verification
  • Secure data practices
  • Regulatory compliance understanding
  • Outstanding clerical abilities
  • Skilled in Microsoft Office & Teams, Concur Expense, American Express Corporate, PeopleSoft, Nationwide Insurance State Licensing & Compliance, Orion, Navigator, Liberty Mutual & Safeco Specialty Software
  • Electronic authorization processing
  • Insurance terminology
  • Coverage Assessments
  • Team Training and Development
  • Insurance Customization
  • Document Control
  • Policyholder Communication
  • Underwriter Selection
  • Policy Management Expertise
  • Client Retention
  • Asset Protection
  • Customer Engagement
  • Final Expense Insurance
  • Policy Feature Explanations
  • Quality Assurance Requirements
  • Call Center Customer Service
  • Client Consultations
  • Life Insurance Sales
  • Consultative Sales Approach
  • Health Insurance Sales
  • HIPAA Compliance
  • Regulatory Requirements
  • Customer Billing
  • Verbal and Written Communication
  • Premium Calculations
  • Insurance Policy Sales
  • Asset Protection Expertise
  • Client Account Management
  • Policy Adjustment Knowledge
  • Billing Procedures
  • Licensing Requirements
  • Customer Complaint Resolution
  • Relationship Building
  • Property and Casualty Insurance Sales
  • Billing Inquiries
  • Insurance Practices
  • Insurance Claim Regulations
  • Customer Referrals
  • Data Entry
  • Customer Account Review
  • Loss Coverage Determination
  • Sales Reporting
  • Insurance Eligibility
  • Direct Marketing
  • Upselling and Cross-Selling

Licensed Insurance Agent

  • Licensed to sell Auto, Homeowners, Renters, Boat, RV, Watercraft & PLUP, PAP policies

Awards & Excellence

  • Customer Service
  • Top Claims Agent
  • Superior excellence in Sales
  • Proven Training excellence
  • Insurance Licensing & Compliance
  • Top Leader in Business Development & Management
  • Executive Administration Leader & Trainer

Timeline

Licensed Insurance Agent

State Farm
02.2023 - 09.2023

Claims Specialist for Liberty Mutual/Safeco

Sykes Enterprises, Incorporated
08.2020 - 02.2023

Accounting Specialist

Synergy Release Sports
08.2019 - 08.2020

Senior Administrative Assistant-Operations

John Hancock Financial Services
08.2001 - 08.2017

Associate of Arts - Education

Broward College

Some College (No Degree) - Business Administration and Management

Georgia State University

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Nikki Arjoon Peacock