Summary
Overview
Work History
Education
Skills
Languages
Certification
References
Timeline
Generic

Stephanie Hale

Northville

Summary

Experienced Licensed Insurance Producer with strong background in sales, client service, and policy management. Proficient in cultivating relationships with clients and creating personalized insurance plans to meet varied needs. Demonstrated strengths include product knowledge, customer satisfaction, and regulatory compliance. Made significant impact in previous roles through tailored approach to client service, enhancing retention rates and fostering business growth.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Bilingual Licensed Insurance Producer

STATE FARM-STEVE HALE INSURANCE AGENCY
Redford
12.2020 - Current
  • Conducted comprehensive needs analysis to recommend suitable life, health, and property insurance products. All requests are done in person with the client.
  • Ensured compliance with state regulations for auto insurance policies.
  • Developed organizational systems to enhance record-keeping and traceability.
  • Researched and addressed customer inquiries regarding billing discrepancies and coverage questions.
  • Provided leadership and training to new agents on industry best practices and company policies.
  • Collaborated with underwriters to evaluate risks and establish policy terms and premiums.
  • Participated in continuing education courses focused on auto insurance products.
  • Help manage the office since it is a family-owned business, coordinate work schedules, time-off requests, and complaints.

Bilingual Financial Wellness Expert

GREENPATH FINANCIAL WELLNESS
FARMINGTON HILLS
11.2014 - 03.2020
  • Analyzed client's credit reports and identified areas where they could improve their scores.
  • Conducted comprehensive financial assessments with clients to identify their current financial situation and develop appropriate action plans.
  • I helped individuals and families with personal financial issues such as budgeting, housing concerns, bankruptcy, credit, and money management.
  • I maintained effective client and creditor partner relationships.
  • Established debt management programs, when appropriate.
  • Helped with training and shadowing current and new employees.
  • I was a part of different projects with managers who helped build bridges between all call center departments.

Account Maintenance Coordinator

GREENPATH DEBT SOLUTIONS
Farmington Hills
04.2012 - 11.2014
  • During my second year at GreenPath, I transitioned into a new role. I answered phone calls, helped with questions regarding client's Debt Management Programs, and maintained each client's accounts properly.
  • I assisted clients with their concerns regarding proposals, deposits, fees, etc.
  • During this time, I became part of the San Antonio, TX, merger.
  • I helped with transferring all database information from DMS to FMS at the time. In this role, I managed the processing of all mail that was sent to WHQ, and I had to properly upload it into OnBase for each client's account.
  • After being involved in several projects and always maintaining a high level of quality and customer service, I transitioned into a new role, the Centralized Team.
  • I handled setting up the Debt Management Programs, as well as posting all agreements that we received daily from our clients.

First Contact Center Representative

GREENPATH DEBT SOLUTIONS
Farmington Hills
04.2012 - 10.2013
  • Working in the First Contact Center, I contributed to the mentoring process for new employees and provided them with the necessary information to fulfill their primary responsibilities.
  • I processed documents that a reverse mortgage client needs in order to proceed with their counseling sessions.
  • I used my bilingual skills to help translate scripts needed in the FCC department at the time.
  • Answered all intake calls in a timely manner, with exceptional customer service.

Bilingual Customer Service Representative

MINACS
Farmington Hills
11.2009 - 04.2011
  • Processed our customers' payments while researching the desired destinations through electronic distribution programs.
  • I would allow time in my day to research and locate misapplied payments so they could be verified and applied to the correct party.
  • Trained and mentored new employees in the process of our system and the management of multiple programs.
  • Always focused and aiming toward the satisfaction of our clients and customers.

Education

NETWORKING AND SECURITY SYSTEMS - Information And Computer Systems

ITT Technical Institute
Canton, MI
12-2014

Skills

  • Insurance policy analysis
  • Compliance management
  • Customer relationship management
  • Risk assessment
  • Policy underwriting
  • Financial analysis
  • Employee training
  • Team leadership
  • Continuing education and certifications

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

Certification

  • Property and Casualty Licensed Insurance Producer

References

References available upon request.

Timeline

Bilingual Licensed Insurance Producer

STATE FARM-STEVE HALE INSURANCE AGENCY
12.2020 - Current

Bilingual Financial Wellness Expert

GREENPATH FINANCIAL WELLNESS
11.2014 - 03.2020

Account Maintenance Coordinator

GREENPATH DEBT SOLUTIONS
04.2012 - 11.2014

First Contact Center Representative

GREENPATH DEBT SOLUTIONS
04.2012 - 10.2013

Bilingual Customer Service Representative

MINACS
11.2009 - 04.2011

NETWORKING AND SECURITY SYSTEMS - Information And Computer Systems

ITT Technical Institute

Similar Profiles

CREATE PROFILE
Stephanie Hale