Stephanie Turman
Customer Service Representative
De Soto,MO
Summary
Organized and efficient Data Entry Clerk with 25 years of experience in data organization, proofreading and word processing. Multi-talented in smoothly handling office administration support tasks. Team player works to support group efforts to meet critical deadlines. I am a motivated professional offering proficiency in data entry combined with strong mathematical and analytical thinking skills. Personable team player with exceptional customer service abilities. Fast learner and committed to continuous, self-directed learning.
Overview
14
14
years of professional experience
Work History
Insurance Customer Service Representative
Ron Mydlo Agency Inc
10.2011 - Current
- Enhanced customer satisfaction by addressing and resolving insurance-related inquiries and concerns.
- Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
- Collaborated with underwriters to streamline the policy issuance process for improved efficiency.
- Fostered strong relationships with clients, providing personalized service and assistance on various insurance products.
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
- Assisted clients in filing claims, coordinating with adjusters to expedite the process and secure fair settlements.
- Educated customers on available discounts, promoting loyalty and policy retention through tailored recommendations.
- Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
- Utilized company software to track customer interactions efficiently, ensuring proper documentation of all transactions.
- Maintained thorough knowledge of industry trends and product offerings to provide accurate information to clients at all times.
- Streamlined office procedures by organizing files and implementing an efficient document management system.
- Increased cross-selling opportunities by proactively identifying potential new business leads during client interactions.
- Consistently met or exceeded performance goals related to both sales targets and customer service metrics.
- Handled sensitive customer information with discretion, adhering to strict data privacy regulations at all times.
- Participated in ongoing training sessions to remain current on industry developments and improve overall job performance.
- Assisted colleagues in resolving complex cases by sharing knowledge of policies and best practices when needed.
- Recognized for consistently delivering outstanding customer service experiences across multiple review platforms.
- Contributed to increased department efficiency by identifying and implementing process improvements in daily tasks.
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Responded to customer requests for products, services, and company information.
- Documented customer interactions and transactions for accurate, up-to-date records.
- Fielded customer complaints, escalating complex issues to management for resolution.
- Assisted customers with completing insurance documents to avoid missed information.
- Provided primary customer support to internal and external customers.
- Reviewed and adjusted customer coverage levels to address, identify, and resolve customer conflicts.
- Liaised with insurance carriers to resolve billing errors and discrepancies.
- Completed customer applications and updated records to reflect current information.
- Trained new customer service representatives on best practices, policies and procedures.
- Assessed customer needs and recommended suitable insurance policies.
- Adhered to underwriting, rating and compliance criteria and guidelines to determine associated financial risks.
- Processed insurance policy cancellations and renewals quickly to meet call time targets.
- Set up customer payment plans to cover annual policies and renewals.
- Verified client information by analyzing existing evidence on file.
- Modified, updated and processed existing policies.
- Generated, posted and attached information to claim files.
- Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
- Communicated effectively with staff members of operations, finance and clinical departments.
- Posted payments to accounts and maintained records.
- Notified insurance agents and accounting departments of policy cancellations and changes.
- Checked documentation for accuracy and validity on updated systems.
- Calculated adjustments, premiums and refunds.
- Collected premiums and issued accurate receipts.
- Coordinated with contracting department to resolve payer issues.
- Reviewed outstanding requests and redirected workloads to complete projects on time.
- Processed and recorded new policies and claims.
Insurance Customer Service Representative
Wade Sherrow Farmer's Insurance
08.2010 - 09.2011
- Enhanced customer satisfaction by addressing and resolving insurance-related inquiries and concerns.
- Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
- Fostered strong relationships with clients, providing personalized service and assistance on various insurance products.
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
- Assisted clients in filing claims, coordinating with adjusters to expedite the process and secure fair settlements.
- Educated customers on available discounts, promoting loyalty and policy retention through tailored recommendations.
- Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
- Utilized company software to track customer interactions efficiently, ensuring proper documentation of all transactions.
- Maintained thorough knowledge of industry trends and product offerings to provide accurate information to clients at all times.
- Streamlined office procedures by organizing files and implementing an efficient document management system.
- Increased cross-selling opportunities by proactively identifying potential new business leads during client interactions.
- Consistently met or exceeded performance goals related to both sales targets and customer service metrics.
- Handled sensitive customer information with discretion, adhering to strict data privacy regulations at all times.
- Participated in ongoing training sessions to remain current on industry developments and improve overall job performance.
- Assisted colleagues in resolving complex cases by sharing knowledge of policies and best practices when needed.
- Recognized for consistently delivering outstanding customer service experiences across multiple review platforms.
- Contributed to increased department efficiency by identifying and implementing process improvements in daily tasks.
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Responded to customer requests for products, services, and company information.
- Documented customer interactions and transactions for accurate, up-to-date records.
- Fielded customer complaints, escalating complex issues to management for resolution.
- Assisted customers with completing insurance documents to avoid missed information.
- Provided primary customer support to internal and external customers.
- Reviewed and adjusted customer coverage levels to address, identify, and resolve customer conflicts.
- Liaised with insurance carriers to resolve billing errors and discrepancies.
- Completed customer applications and updated records to reflect current information.
- Trained new customer service representatives on best practices, policies and procedures.
- Assessed customer needs and recommended suitable insurance policies.
- Adhered to underwriting, rating and compliance criteria and guidelines to determine associated financial risks.
- Processed insurance policy cancellations and renewals quickly to meet call time targets.
- Set up customer payment plans to cover annual policies and renewals.
- Verified client information by analyzing existing evidence on file.
- Modified, updated and processed existing policies.
- Generated, posted and attached information to claim files.
- Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
- Communicated effectively with staff members of operations, finance and clinical departments.
- Posted payments to accounts and maintained records.
- Notified insurance agents and accounting departments of policy cancellations and changes.
- Checked documentation for accuracy and validity on updated systems.
- Calculated adjustments, premiums and refunds.
- Collected premiums and issued accurate receipts.
- Reviewed outstanding requests and redirected workloads to complete projects on time.
- Processed and recorded new policies and claims.
Education
Associates in Business Administration - Business Administration
Sanford Brown
Saint Louis, MO02.1998
High School Diploma -
Eureka High School, MO, US
Eureka, MO05.1995
Skills
- Client Education
- Organization
- Policy Understanding
- Complaint Handling
- Adaptability
- Customer Retention
- Written Communication
- Decision Making
- Conflict Resolution
- Telephone Etiquette
- Time Management
- Problem Solving
- Analytical Thinking
- Performance Monitoring
- Computer Literacy
- Interpersonal Skills
- Active Listening
- Attention to Detail
- Critical Thinking
- Sales Techniques
- Multitasking
- Effective Communication
- Product Knowledge
- Fraud Detection
- Insurance Terminology
- Teamwork and Collaboration
- Customer Service
- Data Entry
- Eligibility Determination
- Client Interviews
- New Policies Processing
- Business Correspondence
- Reporting Skills
- Insurance Coverage Verification
- Composing Business Correspondence
- Recordkeeping Organization
- Patient Rapport
- Organizing and Prioritizing Work
- Coverage Determination
- Number-Savvy
- Information Verification
- Data Entry Software
- Excellent Administrative Abilities
- Policy Review
- Collaborative Relationships
- Proficient in Microsoft Office
- Application Review
- Paperwork Processing
- Policy Analysis
- Great Mathematical Skills
- Database Management
- Data Integrity
- Decision-Making
- Appointment Scheduling
- Documentation Skills
- Documentation Processing
- 10-Key Touch
- Records Management
- Reporting Abilities
- Account Management Software
- Microsoft Office
- Document Control
- Regulatory Compliance Adherence
- Financial Transactions
- Documentation Abilities
Timeline
Insurance Customer Service Representative
Ron Mydlo Agency Inc
10.2011 - Current
Insurance Customer Service Representative
Wade Sherrow Farmer's Insurance
08.2010 - 09.2011
Associates in Business Administration - Business Administration
Sanford Brown
High School Diploma -
Eureka High School, MO, US
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