Stephanie Muskopf
Cincinnati,USA
Summary
Enthusiastic, client-focused insurance professional seeking to contribute to a dynamic agency as a new agent. Skilled in building rapport, scheduling, supporting policy reviews, and quoting tailored coverage options. Eager to expand expertise in policy issuance systems, and develop strong Centers of Influence to drive business growth. Dedicated to delivering exceptional service and building lasting client relationships.
Overview
26
26
years of professional experience
Work History
INSURANCE AGENT
K Davis Insurance Agency
04.2025 - 06.2025
- Client Relationship Building & Rapport Development
- Policy Review Scheduling & Support
- Insurance Financial Review (IFR) Meeting Assistance
- Professional & Personal Growth Coaching
- Insurance Policy Knowledge (In Progress)
- Policy Issuance Software Training (In Progress)
- Centers of Influence (COI) Development (In Progress)
- Effective Communication & Active Listening
- Organizational & Administrative Support
- Referral Network Cultivation
- Quoting potential insurance policies tailored to client needs and risk profiles
INSURANCE AGENT
American Income Life Insurance Company
03.2025 - 04.2025
- Advised customers on the best ways to minimize risks associated with their assets.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Assessed customer risk levels and recommended appropriate coverage options.
- Provided customers with information regarding plan features, pricing, and availability.
- Scheduled meetings with prospective clients to discuss available products and services.
DG SHIPPER
Matthews International
06.2017 - 11.2024
- Inspected and assembled packages for shipment, ensuring all components were present and compliant with specifications.
- Completed and filed necessary transactional documents, including labels, packing slips, and insurance paperwork.
- Maintained shipping document records.
- Created training documents.
- Maintained order tracking in SAP, ensuring accurate closure and shipment of orders.
- Shipped hazardous materials in compliance with IATA and DOT regulations, and maintained MSDS documentation for facility products.
- Created and updated SOP documents for job instructions to improve process efficiency and adherence to protocol.
- Scheduled pickups with carriers to ensure timely delivery of goods.
- Organized inventory and coordinated movement between receiving, storage and shipping to facilitate operations.
- Investigated customer complaints about lost or damaged shipments in a timely manner.
- Operated forklifts, hand trucks, or other equipment to load, unload, transport and store goods.
- Investigated inventory discrepancies to maintain recordkeeping validity.
- Organized storage areas to maximize movement and minimize labor.
- Received, processed and reshelved returned products to facilitate accurate inventory.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
FINISHED GOODS COORDINATOR
New Avon LLC
07.2012 - 06.2017
- Planned and coordinated inbound and outbound shipments, ensuring accuracy, and resolving discrepancies in shipping and receiving manifests.
- Maintained warehouse inventory accuracy through physical counting, blind cycle counts, and transaction history reviews, implementing necessary corrections.
- Managed monthly inventory dispositions and assisted with special projects, acting as area lead in the supervisor's absence.
- Collaborated with other departments to resolve invoicing and shipping issues, and generated reports and tracking documents to support efficient operations.
- Discussed job performance problems with employees, identifying causes and issues to find solutions.
- Coordinated with other departments to ensure projects were completed on time and within budget.
- Ensured compliance with company policies and procedures related to project management activities.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Operated equipment and machinery according to safety guidelines.
RETURNS PROCESSOR
Avon Products
07.1999 - 07.2012
- Processed representative returns and audited account adjustments, ensuring accuracy and compliance with company policies.
- Operated warehouse equipment, including electric pallet jacks and forklifts, while adhering to safety guidelines to minimize accidents.
- Increased productivity by streamlining processes and enhancing system efficiency.
- Identified and resolved account discrepancies, reducing process inconsistencies, and training team members on best practices.
- Rotated through various departments to meet demands of business.
- Operated warehouse equipment to unload, move and store returned items in designated areas.
- Checked packaging to verify good quality, no damage and acceptable appearance.
- Filed paperwork associated with returns including invoices, packing slips, order forms.
- Worked with team members to facilitate efficient returns and provide outstanding customer service.
Education
CERTIFICATE - MEDICAL CODING AND BILLING
University of Cincinnati
Cincinnati, OH, USA01.2022
HIGH SCHOOL DIPLOMA -
Clermont Northeastern High School
06.1994
Skills
- Client relationship management
- Client needs analysis
- Effective communication skills
- Active listening
- Organizational support
- Administrative assistance
- Referral network development
- Insurance quoting and analysis
- Risk assessment strategies
- Attention to detail
- Team collaboration
- Problem solving techniques
- Customer follow-up strategies
- Time management skills
Languages
French, Advanced
Timeline
INSURANCE AGENT
K Davis Insurance Agency
04.2025 - 06.2025
INSURANCE AGENT
American Income Life Insurance Company
03.2025 - 04.2025
DG SHIPPER
Matthews International
06.2017 - 11.2024
FINISHED GOODS COORDINATOR
New Avon LLC
07.2012 - 06.2017
RETURNS PROCESSOR
Avon Products
07.1999 - 07.2012
CERTIFICATE - MEDICAL CODING AND BILLING
University of Cincinnati
HIGH SCHOOL DIPLOMA -
Clermont Northeastern High School
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