Terry Lewis
Farmers Branch,TX
Summary
Dynamic professional with a proven track record in understanding customer needs and enhancing satisfaction. Expertise in credit card payment processing and report generation has led to effective resolution of account issues and streamlined billing processes, driving efficiency and fostering strong client relationships. Committed to delivering exceptional service while achieving measurable results.
Overview
9
9
years of professional experience
1
1
Certification
Work History
SFPP Analyst II
State Farm
Richardson, TX
01.2024 - Current
- Works as a liaison between State Farm agent offices, policyholders, and departments to determine customer needs and resolve account issues.
- Researches and analyzes billing notices, either verbally or in writing.
- Reviews and handles insurance policy changes and transfers from different divisions (auto, fire, health, and life co.).
- Performs routine and complex maintenance of SFPP accounts.
Licensed Insurance Agent
GEICO
Richardson, TX
10.2021 - 12.2023
- First point of contact for potential customers and already established policyholders.
- Addressed customer inquiries in a timely manner.
- Provided outstanding customer service by showcasing expertise, and growing customer satisfaction.
- Presents and clearly explains insurance policy coverages and premium options based on policyholder needs and goals.
- Informed customers about billing procedures, processed payments, and provided payment options.
Finance Associate
WebTPA
Irving, TX
03.2018 - 10.2021
- Handled all client funding functions and communications regarding the same
- Assisted with monthly invoicing and company check runs
- Processed check tracers and initiated stop pays as needed
- Performed miscellaneous filing and scanning
Finance Specialist
Humana
Irving, TX
01.2016 - 03.2018
- Performed research and resolution for members regarding their accounts via phone
- Set up credit card accounts for recurring payments
- Identified and collected on overdue accounts to minimize outstanding debts
- Authorized release of orders within established company guidelines and up to a pre-specified dollar amount
Education
High School Diploma -
Mesquite High School
Mesquite, TX05.2010
Business Administration And Management -
University of North Texas
Denton, TXSkills
- Credit Card Payment Processing
- Understanding Customer Needs
- Report Creation
- Report Generation
Certification
Property & Casualty License
Timeline
SFPP Analyst II
State Farm
01.2024 - Current
Licensed Insurance Agent
GEICO
10.2021 - 12.2023
Finance Associate
WebTPA
03.2018 - 10.2021
Finance Specialist
Humana
01.2016 - 03.2018
High School Diploma -
Mesquite High School
Business Administration And Management -
University of North Texas