Patricia Schell
Richland Center,WI
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Insurance Account Rep/Assistant Office Manager
Dan Pechauer Insurance Agency
Middleton, WI
04.2007 - Current
- Attended conferences, workshops, seminars, webinars related to the industry.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Followed up with customers regarding their policy renewals or updates.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
- Responded promptly to customer emails and phone calls relating to their policies.
- Provided quotes on insurance premiums based on customer requirements.
- Resolved billing issues related to policy changes or cancellations.
- Completed day-to-day duties accurately and efficiently.
- Managed insurance quotes and sales for home, auto, life, and health policies, ensuring client satisfaction and compliance.
- Handled customer service, payments, and payroll duties efficiently, maintaining accurate records and fostering client relationships.
- Responded to emails and phone calls promptly, providing notary services and completing daily tasks with precision.
- Coordinated with vendors for office supplies and equipment maintenance.
- Payroll
Title Searcher
Wisconsin Title Inc
Richland Center, WI
07.2003 - 04.2007
- Evaluated documents to determine property ownership.
- Reviewed survey maps to ensure boundaries are accurately depicted on deed descriptions.
- Investigated municipal records for tax liens against properties.
- Exchanged title-related information with realtors and lending personnel.
- Prepared reports summarizing findings from title searches and document review.
- Analyzed public records, such as deeds, mortgages, judgments, easements and other documents for accuracy.
- Completed day-to-day duties accurately and efficiently.
- Mapped and interpreted legal descriptions, including metes and bounds, and fractional legal descriptions.
- Prepared title documents
- Performed data entry
Education
High School Diploma -
Richland Center High School
Richland Center05-2001
Skills
- Policy sales
- Client relations
- Data entry
- Problem-solving
- Claims reporting systems
- Account management
- Multitasking Abilities
- Product knowledge
- Property research proficiency
- Title examination
- Title insurance
- Judgment search
- Understanding mapping legal descriptions
Certification
- Property & Causalty License
- Life & Health License
- Notary Public
References
Dan Pechauer
Owner of Dan Pechauer Ins Agency/State Farm
4445 Beale St
Madison, WI 53711
608-220-8961
dpechauer@gmail.com
Jessica Morris
General Manager/Clark Powersport
12662 County Hwy C
Hillsboro, WI 54634
608-604-3453
jessil.morris@gmail.com
Jon Cosgrove
Manager - NAPA
342 E 10th St
Richland Center, WI 53581
608-604-1858
Jpcoz66@hotmail.com
Timeline
Insurance Account Rep/Assistant Office Manager
Dan Pechauer Insurance Agency
04.2007 - Current
Title Searcher
Wisconsin Title Inc
07.2003 - 04.2007
High School Diploma -
Richland Center High School
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