Peggy McKenzie
Lineville,AL
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. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Insurance Agent
Peggy McKenzie Insurance Agency
Lineville, AL
11.2023 - Current
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Provided customers with information regarding plan features, pricing, and availability.
- Advised customers on the best ways to minimize risks associated with their assets.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Maintained accurate records of all insurance transactions using computer software systems.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Generated reports detailing sales activities, client interactions, and progress towards goals.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Processed payments received from clients promptly according to established procedures.
Accounts Receivable Clerk
Braxton Harris Company
Anniston , AL
01.2022 - 10.2023
- Provided support on audits of accounts receivable by gathering requested information from internal systems.
- Reviewed all incoming payments for accuracy before posting them into the general ledger system.
- Conducted research on customer accounts as needed to answer inquiries or resolve issues related to payments received or owed.
- Generated monthly financial reports for management review.
- Managed collections activity including contacting customers regarding past due balances and resolving billing disputes.
- Maintained accurate records of accounts receivable and payable transactions.
- Generated weekly aging reports to track overdue payments from clients and followed up accordingly.
- Responsible for entering customer payments into the accounting software system.
- Prepared monthly statements for customers and sent out reminder notices when necessary.
- Monitored accounts receivable report, checking for late, delinquent, or missing invoices, and payments.
- Sent copies of invoices and statements to customers to facilitate payment of outstanding invoices.
- Researched customer billing issues and resolved problems to facilitate receipt of overdue monies and promote good customer relationships.
Insurance Customer Service Representative
Farmers Insurance Agency
Ville Rica , GA
09.2021 - 01.2022
- Provided quotes on various types of insurance policies.
- Responded promptly to emails and phone calls from customers seeking assistance.
- Facilitated payment processing for premium payments and renewals.
- Developed strong relationships with clients by providing exceptional customer service.
Insurance Specialist
State Farm
Heflin , AL
10.2020 - 09.2021
- Collected payments, processed receipts and informed policyholders of outstanding balances.
- Used insurance rate standards to calculate premiums, refunds, commissions and adjustments.
- Provided guidance to customers regarding available insurance plans and their benefits and limitations.
- Assisted in the development of new products, services, and procedures to meet customer needs.
Unemployed
Unemployment
Lineville , AL
05.2020 - 10.2020
Loan Assistant
World Finance
Roanoke, AL
01.2020 - 05.2020
- Processed loan payments, including interest calculations and adjustments for escrow accounts.
- Answered customer phone calls regarding loan status, payment schedules, and other general inquiries.
- Provided guidance to customers on how to improve their financial standing in order to qualify for a loan.
- Established strong relationships with clients through frequent communication about their accounts.
Unemployed
Unemployed In Des Moines
Lineville , AL
06.2019 - 01.2020
Accounts Receivable Clerk
Tru Cabinetry
Ashland, AL
02.2018 - 06.2019
- Updated vendor files with new contact information or changes in payment terms upon request.
- Conducted research on customer accounts as needed to answer inquiries or resolve issues related to payments received or owed.
- Verified accuracy of invoices and account balances.
- Managed collections activity including contacting customers regarding past due balances and resolving billing disputes.
Unemployed
Unemployment
Lineville , AL
01.2017 - 02.2018
Insurance Specialist
State Farm
Douglasville , GA
08.2003 - 01.2017
- Resolved conflicts between employees by providing guidance on company policies and procedures.
- Conducted regular meetings with staff to discuss progress and identify areas of improvement.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Sought out new clients and developed clientele by networking to find new customers.
- Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
- Explained coverage options to potential policyholders, answering questions or concerns.
Skills
- Policy Renewals
- Account Management
- Client Retention
- Client Relations
- Marketing Strategies
- Email Marketing
- Customer Service
Certification
Property & Casualty Insurance License in Georgia and Alabama.
Timeline
Insurance Agent
Peggy McKenzie Insurance Agency
11.2023 - Current
Accounts Receivable Clerk
Braxton Harris Company
01.2022 - 10.2023
Insurance Customer Service Representative
Farmers Insurance Agency
09.2021 - 01.2022
Insurance Specialist
State Farm
10.2020 - 09.2021
Unemployed
Unemployment
05.2020 - 10.2020
Loan Assistant
World Finance
01.2020 - 05.2020
Unemployed
Unemployed In Des Moines
06.2019 - 01.2020
Accounts Receivable Clerk
Tru Cabinetry
02.2018 - 06.2019
Unemployed
Unemployment
01.2017 - 02.2018
Insurance Specialist
State Farm
08.2003 - 01.2017
Property & Casualty Insurance License in Georgia and Alabama.
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