Taylor Knight
Superior
Summary
Qualified professional with expertise in client account management and customer service. Known for strong organization and time management skills, delivering exceptional service and maintaining accurate policy documentation.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Office Associate
Douglas County Child Support
Superior
01.2026 - Current
- Answering phone calls and directing calls
- Processing payments
- Maintained confidentiality of sensitive client information consistently.
- Inputted data into computer systems in an accurate and timely manner.
- Performed general office duties such as photocopying, faxing, scanning documents.
- Greeted visitors at the front desk in a polite manner while providing assistance when needed.
- Processed paperwork efficiently to support smooth office procedures.
- Operating within KIDS system
- Reviewing referrals and assigning cases accordingly
- Running daily, weekly and monthly reports
- Filing
Insurance Account Representative
Matt Thoreson’s State Farm office
Superior
01.2023 - Current
- Assisted clients in selecting appropriate insurance policies for their needs.
- Managed client accounts and ensured accurate policy documentation and updates.
- Provided exceptional customer service through effective communication and problem-solving skills.
- Educated clients on policy benefits and claims processes to enhance understanding.
- Collaborated with team members to streamline account management procedures and workflows.
- Resolved client inquiries promptly to maintain high satisfaction levels in service interactions.
- Maintained up-to-date knowledge of insurance products and industry trends for informed advice.
- Managed multiple accounts simultaneously while meeting deadlines for each one.
- Assisted customers with various insurance policy inquiries and requests.
- Developed strategies to cross-sell additional products to existing clients.
- Processed applications for new and renewal policies, endorsements, and cancellations.
- Resolved billing issues related to policy changes or cancellations.
- Maintained accurate records of all client interactions in the CRM system.
- Explained complex insurance terms and coverage options to customers.
- Responded promptly to customer emails and phone calls relating to their policies.
- Provided quotes on insurance premiums based on customer requirements.
Customer Service Representative
Home Medical Products and Services
Superior
03.2022 - 01.2023
- Responded to customer inquiries regarding medical supplies and services.
- Assisted customers in navigating product selection and usage.
- Processed orders and managed inventory for timely delivery.
- Educated customers on product features and benefits effectively.
- Maintained accurate customer records in the database system.
- Answered customer inquiries and provided accurate information regarding products and services.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
- Maintained detailed records of customer interactions, transactions and comments for future reference.
- Performed administrative tasks such as filing paperwork, updating databases and generating reports.
- Provided exceptional customer service to ensure customer satisfaction.
- Collected deposits or payments and arranged for billing.
- Updated databases with new and modified customer data.
Education
Superior High School
Superior, WISkills
- Policy documentation
- Client account management
- Claims processing
- Cross-selling strategies
- Data Entry
- Customer service
- Organization
- Time management
- Proficient computer skills
Certification
- Licensed in WI/MN for property/Casualty insurance
- Licensed in WI/MN for Life Insurance
References
References available upon request.
Timeline
Office Associate
Douglas County Child Support
01.2026 - Current
Insurance Account Representative
Matt Thoreson’s State Farm office
01.2023 - Current
Customer Service Representative
Home Medical Products and Services
03.2022 - 01.2023
Superior High School