Summary
Overview
Work History
Education
Skills
Affiliations
Certification
References
Timeline
Generic

Stacey Atkinson

Rugby,ND

Summary

Focused and dedicated insurance professional with 24+ years of experience providing superior customer service and rates for personal and commercial policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs. I am a highly-motivated employee with a desire to take on new challenges. I have a strong worth ethic, adaptability and exceptional interpersonal skills. I am adept at working effectively unsupervised and quickly mastering new skills.

Overview

32
32
years of professional experience
1
1
Certification

Work History

Licensed Insurance Agent/CPIA

NuLine Insurance Services
Rugby, ND
09.2020 - Current
  • Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.

Customer Service Representative

North Star Community Credit Union
Rugby, ND
02.2017 - 09.2020
  • Answered customer inquiries and provided accurate information regarding products and services.
  • Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
  • Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.

Accounts Payable Clerk

Heart of America Medical Center
Rugby, ND
04.2011 - 02.2017
  • Processed invoices and payments in accordance with company policies and procedures.
  • Reconciled vendor statements, investigated and resolved discrepancies.
  • Entered data into accounting system to maintain accurate financial records.
  • Prepared checks for payment of vendor invoices on a timely basis.

Licensed Insurance Agent

McClintock Agency
Rugby, ND
09.1992 - 08.2008
  • Utilized similar skills and experience as my current role at NuLine Insurance Services. Enhanced expertise by acquiring Real Estate Sales License and Real Estate Appraiser's License. I no longer have the sales or appraisers certification.
  • Advised clients on the best options for buying or selling property.
  • Negotiated purchase contracts, leases, and other agreements with parties involved in real estate transactions.
  • Researched competitive properties for comparison purposes when pricing a listing.
  • Performed detailed analysis of real estate property to determine market value for clients.
  • Organized data into comprehensive report formats that complied with USPAP standards.
  • Researched public records to obtain deed information, legal descriptions and zoning regulations.

Education

High School Diploma -

Rugby High School
Rugby
05-1991

Skills

  • Insurance sales strategy
  • Client Account Management
  • Policy Management
  • Client Retention
  • Client Relations
  • Policy Renewals
  • Negotiation abilities
  • New Client Acquisition
  • Policy writing
  • Upselling

Affiliations

  • Local volunteer coordinator for the Great Plains Mobile Food Pantry. Organizes the food delivery, set up and distribution 6 times per year. Oversees 10-12 volunteers during each distribution.

Certification

  • Passed required licensing exams for Property Casualty licensure the first time taking the tests both in 1995 and 2021.
  • Completed the education requirements to receive the CPIA designation in 2021. All required education has been taken to maintain the designation.

References

References available upon request.

Timeline

Licensed Insurance Agent/CPIA

NuLine Insurance Services
09.2020 - Current

Customer Service Representative

North Star Community Credit Union
02.2017 - 09.2020

Accounts Payable Clerk

Heart of America Medical Center
04.2011 - 02.2017

Licensed Insurance Agent

McClintock Agency
09.1992 - 08.2008

High School Diploma -

Rugby High School

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Stacey Atkinson