Tara Hall
Hartford,Ct
Summary
Personable and solution-focused individual with strong aptitude for customer satisfaction and problem resolution. Familiar with key concepts in service management and proficient in communication and organizational skills. Committed to driving positive outcomes and enhancing customer experiences. Offering solid foundation in customer service and eagerness to learn and grow within dynamic team environment. Brings ability to quickly acquire new skills and knowledge, particularly in service management and customer relations. Ready to use and develop communication and problem-solving abilities in [Desired Position] role.
Overview
9
9
years of professional experience
Work History
Senior Service Associate
Great American Insurance Group
09.2021 - 05.2024
- Served as a key point of contact for high-value clients, ensuring their needs were met and fostering long-term relationships.
- Negotiated favorable contract terms with vendors, resulting in cost savings without compromising quality or service levels.
- Facilitated open channels of communication between team members, fostering a collaborative environment conducive to problem-solving and innovation.
- Championed company culture by consistently embodying core values in daily interactions with both customers and colleagues alike.
- Mentored junior staff members on best practices, enhancing their skills while improving overall team performance.
- Cultivated strong relationships with key clients, reinforcing brand loyalty and driving repeat business.
Insurance Customer Support
Bolt Insurance Agency
09.2020 - 01.2021
- Assist the Renewal/Retention team by researching and analyze Auto and Homeowner policies
- Tracking rate increases, renewals and cancellations inputting information into excel spreadsheet
- Modeled exceptional customer service when placing outbound calls to aid in processing online payments, reinstatements, etc
- Email and fax requested policy documents
- In cases of significant rate increases forward policy for remarket or rewrite
Submissions Administrator
Allied World Assurance
10.2019 - 03.2020
- Support underwriters in administration and processing new and renewal business by reviewing Property, Casualty and Professional insurance lines submissions via email for accuracy and pertinent information (effective date, signed application, desired coverages, accurate mailing address etc
- Contact underwriter or producer for any missing information, also searching for duplicate submissions and follow proper blocking procedures, should a duplicate be found
- Provide additional assistance to Underwriter team as needed
- Expedite clearing a submission upon underwriter request, also decline and notify producer of declined submission
Assistant Underwriter
Ironshore Insurance
07.2019 - 09.2019
- Reviewed new quote submissions, checked insured information on different databases, collected relevant records and delivered client inquiry to underwriters
- Entered the record accurately into the system for all new quote/decline submissions, ensured all the information are up-to-date
- Reviewed certificates of insurance and noted each corresponding policy with high accuracy
- Provided assistance to the working process by printing off incoming faxes, policies and endorsements and delivering them to corresponding underwriters
- Conducted certain projects to check all the policies under the insured clients are updated
Total Absence Management Case Specialist
MetLife Insurance
05.2018 - 05.2019
- Handle intake calls for FMLA claims and other leaves while administering Family & Medical Leave Act standalone claims
- Adhere to federal and state regulatory and/or company plan requirements and established FMLA workflow procedures
- Complete eligibility decisions during intake call, gather pertinent data when necessary from employee or other supporting systems
- Promptly review new FLMA and other leave claims, evaluate against appropriate leave plans and make initial claim decision
- Perform leave follow-ups as required, including recertification of health condition, intermittent claim tracking, RTW confirmation, etc
Group Benefits Customer Service Representative
The Hartford
06.2017 - 05.2018
- Built rapport and maintain positive relationships with existing and potential customers, internal and external, understand their specific needs, then personalize a solution while creating a memorable customer service experience
- Respond to benefit questions regarding New York Paid Family Leave, Short Term Disability and Long Term Disability, also billing and administrative questions and processes
- Use of active listening and critical thinking skills to analyze and understand a customer's request or need, then leverage knowledge and resources to provide an appropriate solution
- Perform multiple tasks, including taking inbound phone request, perform outbound call tasks and email request, also assist other departments as needed
- Commitment to learning and understand The Hartford's products and lines of business
- Continue to meet and exceed customer service expectations
Membership Sales & Service
AAA Club Alliance
06.2016 - 06.2017
- Operate automatic call distribution telephone set (CRM, Avaya) and PC running windows based and internet applications
- Accurately gather, document and respond to member needs pertaining to AAA products and services while demonstrating a pleasant and professional phone manner
- Respond to membership sales calls, including new member sales, associate add-on, upgrades and renewal payments
- Counsel potential members on the benefits and services of various membership plans with a concentration on selling Plus, Premier and auto renewal
- Conduct membership review for existing members update and upgrade plans as appropriate
- Respond member requests related to the utilization of their member benefits and assist the member in understanding the value of their AAA membership
Switchboard Operator
Aetna
01.2016 - 01.2017
- Answered and directed calls from contingents in the Corporate Switchboard
- Knowledgeable of Aetna products and services
- Educate members and providers on self service options
- Meet personal and department goals
- Worked in a team environment, assisted peers, reported compliance concerns and followed department procedures
Sales Associate
Ann Inc/ Loft
04.2015 - 06.2016
- Maintain knowledge of current promotions, policies regarding payments and exchanges, and security practices
- Computed sales prices, totaled purchases and processed payments
- Described merchandise and explain operation to customers to customers
- Placed orders and call other stores to find desired items
- Recommend merchandise based on customer needs
- Operate cash register to process cash, check and credit card transactions
- Guide customers in choosing items that reflect personal style and shape
- Explain information about quality value and style of products to influence customer buying decisions
Placement Specialist
Integrity Staffing Solutions
10.2015 - 12.2015
- Communicate the duties, compensation, benefits and working conditions to all potential candidates
- Contact all job applicants to inform them of their application status
- Guide candidates through in-house computer and drug screenings
- Conduct reference and background checks on all applicants
- Selected and interviewed candidates for all available positions
- Explain human resource policies and procedures
- Thru company job board select and place candidates in jobs suitable to their skill set
Benefits Consultant
AFLAC
01.2015 - 05.2015
- Presented and clearly explained insurance policy options to clients based on their needs
- Develop productive working relationships with various business partners in the community
- Promote client retention through high-quality service and follow through
- Developed tools to track and monitor personal sales opportunities, deals in progress and completed contracts
- Retained and ensured proper handling and care of 5 existing accounts
- Promote agency products to customers in person, telephone and in writing
- Compiled coverage and rating information in an accessible format
- Prepare necessary paperwork to process insurance sales and renewals
- Pursued continuing education and training programs to continue professional development
Skills
- Strong Analytical skills
- Customer and service oriented
- Exceptional Interpersonal skills
- Oral & written communication skills
- Strong problem-solving ability
- Operational and Insurance Knowledgeable
- Compliance knowledge
- Customer service expertise
Accomplishments
- Answer inbound calls at volume of 80 to 100 calls daily, make copies, send facsimiles as requested, assist clients/customers with a variety of needs and requests.
- Directed and supervised a staff of four engaged in sales.
- Motivated team to achieve personal and store goals.
- Routinely assist as many as 50 customers per day in a high volume, fast paced retail environment.
- Resolved 5% of customer issues within 3 months to maximize loyalty and retention.
- Won 'Retail Sales Associate of the Quarter' Award in 09/2013.
Timeline
Senior Service Associate
Great American Insurance Group
09.2021 - 05.2024
Insurance Customer Support
Bolt Insurance Agency
09.2020 - 01.2021
Submissions Administrator
Allied World Assurance
10.2019 - 03.2020
Assistant Underwriter
Ironshore Insurance
07.2019 - 09.2019
Total Absence Management Case Specialist
MetLife Insurance
05.2018 - 05.2019
Group Benefits Customer Service Representative
The Hartford
06.2017 - 05.2018
Membership Sales & Service
AAA Club Alliance
06.2016 - 06.2017
Switchboard Operator
Aetna
01.2016 - 01.2017
Placement Specialist
Integrity Staffing Solutions
10.2015 - 12.2015
Sales Associate
Ann Inc/ Loft
04.2015 - 06.2016
Benefits Consultant
AFLAC
01.2015 - 05.2015
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