Extensive customer service background with over ten years of experience. Previous banking, office work, and account management knowledge. Life, Health, Property & Casualty as well as Medicare Insurance licensed.
Overview
6
6
years of professional experience
Work History
Employee Benefits Account Manager
WHA Insurance Agency
Eugene, OR
05.2021 - Current
Handles hundreds of accounts for different companies and assist them with their employee benefits as well as individual coverage
Assists prospective and current clients with questions and help resolve situation daily
Daily use of Excel, Microsoft Word as well as many other processing applications
Provides excellent customer service through both written and verbal communication which span demographics from young adult to elderly.
Organizes and maintains company files
Processing Department Lead
WHA Insurance Agency
Eugene, OR
09.2019 - Current
Performing quality control for multiple departments within office.
Verifying polices against company's data base.
Issuing insurance renewals, pre-renewal, and post-renewals.
Answering customer service calls from clients.
Providing certificates of insurance to clients and companies working with clients.
Covering as backup for both the Office Administrator and Receptionist.
Office Administrator
WHA Insurance Agency
Eugene , OR
03.2019 - Current
Assisted insurance agency of 50+ function on day to day basis
Placed supply orders and conducted inventory weekly
Processed daily mail as well as UPS and FedEx packaging
Managed Reception
Ran daily company errands
Assisted with data entry and quality control for Processing department.
Licensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCYLicensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCY