Rebecca Blaswich
Seattle,Washington
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the Life Insurance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
26
26
years of professional experience
Work History
New Business Case Manager and Agency Service Representative
Symetra
09.2018 - 05.2023
- Customer Service Calls: Provide customers with timely, accurate, and customer-focused benefit and claim information
- Solicit and enter the information needed to enter and process new business accurately and in a timely manner
- Process incoming new business documents with coding integrity and distribute immediately
- Remain fully compliant with operational standards
- Entering and setting up insurance producer to sell business with company - Maintains confidentiality of sensitive information
Life Insurance Agent
Bankers Life Insurance
03.2018 - 08.2018
- Generated leads through cold-calling, networking and other outreach methods.
- Analyzed and conducted interviews to gather information about potential clients to learn more about their unique situation
- Provide consistent and reliable customer service to maintain and grow client base
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on insurance policies and procedures.
- Calculated premiums and established payment methods for sales.
- Negotiated contracts and terms of sale with potential customers.
New Business Case Manager
CARROL AND ASSOCIATES
11.2008 - 10.2017
- Processed new Life, Disability and Long Term Care applications for insurance, ensuring completeness and agent licensing
- Ordered medical exams via paramedical facilities and medical records from doctors using third party service
- Obtained updated status information using agency database such as Agency Works and Salesforce
- Communicated via phone and email with insurance companies and agents using a mature and courteous manner
- Maintained follow up of current case load with agents and/or insurance companies
- Filed and copy as needed and scan papers to pdf files needed for email
- Knowledge of Windows with ability to use Outlook, Word and Excel
- Ran quotes using insurance company software
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Petty Officer Second Class Yeoman
U.S. NAVY
08.1997 - 03.2006
- Performed administrative and clerical work
- Dealt with protocol, naval instructions, commissioned officer fitness reports, and naval messages
- Received and help direct visitors, telephone calls and mail (both conventional and electronic)
- Wrote and typed business and social letters, notices, directives, forms and reports
Education
High School Diploma -
Mariner High School
Everett, WANo Degree - Massage Therapy
High Tech Institute
Rancho Cordova, CA02.2008
Skills
- Multitasking Abilities
- Active Listening
- Good Telephone Etiquette
- Attention to Detail
- Organization and Time Management
Timeline
New Business Case Manager and Agency Service Representative
Symetra
09.2018 - 05.2023
Life Insurance Agent
Bankers Life Insurance
03.2018 - 08.2018
New Business Case Manager
CARROL AND ASSOCIATES
11.2008 - 10.2017
Petty Officer Second Class Yeoman
U.S. NAVY
08.1997 - 03.2006
High School Diploma -
Mariner High School
No Degree - Massage Therapy
High Tech Institute