A driven, hardworking, self-motivated, passionate professional seeking a part time position with St. Luke's University. Ready and willing to be challenged through education and experience. Looking towards the goal of continuing education to become a Registered Nurse. Strong belief in on the job training and accepting constructive criticism from both superiors and fellow colleagues to learn and grow professionally.
Overview
23
23
years of professional experience
Work History
Account Manager
Sheeley Insurance
08.2015 - Current
Pennsylvania Licenses producer: Casualty and Allied Lines, Life and Fixed Annuities, Property and Allied Lines, Accident and Health
Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding
Update policy changes on customer accounts in our book of business and inform clients about policy changes according to NAIC regulations
Gather all documentation needed for reporting a claim and contact an adjuster to process it against a current policy
Meet regularly with agents to keep up with industry standards, insurance products, current rates, coverages, insurance policies, and carriers, so you can assist clients, underwriters, sales representatives, account executives, and the rest of our service team with understanding and addressing the newest rules and policy updates
Assisting clients in applying for coverage, including processing applications and providing necessary documentation such as proof of income or assets
Providing guidance to clients regarding coverage options based on their specific needs and interests
Explaining policy details to clients, including coverage limits, deductibles, and exclusions
Arranging for the issuance of new policies and the cancellation of old ones
Reviewing applications for coverage to ensure that they are complete and accurate
Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
Educated clients on new products or services to increase customer engagement with brand.
Evaluated client needs and developed tailored solutions to increase positive customer ratings.
Cross-sold insurance products to existing clients to reach sales targets.
Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
Obtained underwriting approval by completing application for coverage.
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Investigated and processed claims swiftly to keep customers satisfied.
Analyzed risk factors to recommend appropriate coverage levels.
Payroll Clerk
The Pines at Whiting
02.2022 - Current
Processes payroll and bonuses for The Pines at Whiting; a continuing care facility with over 250 employees
Labor reporting for nursing care facility
CMS Staffing Data Submission Payroll Based Journal for New Jersey. Compiling staffing information (including agency and contract staff) based on hours for skilled nursing. The goal of the CMS Payroll-Based Journal (PBJ) is to collect auditable data to track nursing home staffing levels and (eventually) employee turnover and tenure, which can impact the quality of care delivered. Reporting was done on a quarterly basis divided monthly.
Verified timekeeping records and handled any discrepancies with employees.
Issued paychecks on designated pay dates to avoid employee dissatisfaction.
Responded to employee inquiries to clarify payroll issues regarding wages, deductions and taxes.
Maintained employee privacy and protected payroll operations by keeping all information confidential.
Processed garnishments from creditors or government agencies to meet legal requirements of deducting money from employees' paychecks to pay off debts.
Maintained employee confidence and protected payroll operations by keeping information confidential.
Multi-line Sales Representative
Insurance, Tanya Ramirez, State Farm Insurance
07.2015 - 08.2015
Pennsylvania Licenses producer: Casualty and Allied Lines, Life and Fixed Annuities, Property and
Allied Lines, Accident and Health Pennsylvania Notary (Commission Expiring August 6, 2018)
To work as an employee of a State Farm independent contractor agent assisting the agent in marketing
State Farm Products and services and in providing quality service
Implement agency's marketing plan and direct mail campaigns at the direction of the agent
To work from the agent's office to contact prospects and current policyholders to generate interest in insurance financial review appointments
Meet marketing goals set by the agent
Provide prompt, accurate, friendly, cost-effective service and utilize it as a basis for establishing a marketing opportunity.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Responded to customer calls swiftly to resolve issues and answer questions.
Human Resources Personnel Clerk
The Pines at Whiting
04.2009 - 08.2013
New hire processes and paperwork, criminal background checks, 401K transmittal, 401K audit assistance, year-end audit assistance, Employee files, Payroll, Bonuses, Employee Newsletter, Employee Functions, Employee Handbook, New Hire Orientation, Health Benefits, Unemployment, Disability, Family Medical Leave/Leave of absence, Benefit Billing, Year End Accrual Tracking, Heath, Insurance Cost Tracking, Employee Concerns, Employee Disciplinary Issues, Drug Testing
Employee of the Month 2012
Filed paperwork, sorted, and delivered mail and maintained office organization.
Delivered friendly assistance with new hires throughout interviewing and hiring process.
Processed employee termination paperwork at direction of supervisory staff.
Created and completed personnel action forms for hires, terminations, title changes and terminations.
Organized new employee orientation schedules for new hires.
Coordinated employee training programs to improve productivity and performance.
Administered compensation, benefits, and performance management systems at direction of supervisor.
Caller- Phone-A-Thon
Geneval College
01.2006 - 06.2009
Adhered to company policies and scripts to consistently achieve call-time and quality standards.
Called Alumni to update them on campus events, funding for the Geneva Annual Fund, Updated Alumni Contact information.
Waitress, Hostess, Star Trainer
The Pines At Whiting
10.2000 - 04.2009
Serving tables, Serving outside and special functions, Serving marketing events, Seating Tables
Training newly hired staff, Running the dining room and supervising staff, Answering resident questions and concerns, Answering phones, Scheduling
Remained calm and poised when dealing with difficult customers or during busy shifts.
Kept server areas clean and stocked to increase efficiency while working tables.
Followed health and safety regulations relevant to hospitality industry to minimize accidents, incidents and liability to restaurant.
Trained new waitstaff on proper food handling, customer service and safety procedures.
Licensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCYLicensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCY