Tina Willet
Prairie City,OR
Summary
Enthusiastic and insightful licensed insurance professional bringing 30 years of Personal Lines insurance product experience and policy management expertise. Focused and analytical with passion for client satisfaction and team work.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Customer Advocate II
Clearcover Insurance
10.2022 - Current
- Providing exceptional customer service to high-volume customer base, resolving issues, answering inquiries and providing product information.
- Assisting clients with policy changes, ensuring accurate adjustments are made to meet their specific needs.
- Handling difficult customer situations with grace and professionalism, consistently meeting first-call resolution metrics.
- Educating customers about billing, payment processing and support policies and procedures.
- Work closely with teammates, leads and underwriters.
- Responding proactively and positively to rapid change.
- Participate in special team projects to include Mentoring Team ( for new hires) , AI/Ada Auditing Team and Knowledge Base Content Team
- Meet and sometimes exceed performance metrics consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels which resulted in promotion from Customer Advocate I to current position of Customer Advocate II
Personal Lines Customer Care Specialist
Patra Corp
09.2019 - 10.2022
- Answering a constant flow of customer calls, chats and emails from prospective clients, policyholders and agency partners.
- Interviewing prospective clients and gathering information to assess their current insurance needs
- Presented insurance options to customers in order to close sales on new policies.
- Worked to accommodate new and different insurance requests from policyholders and agency partners.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situation.
- Collaborated closely with my team to achieve common goals.
City Clerk/Deputy Recorder
City Of Prairie City/City Hall
02.2019 - 09.2019
- Issued various permits and licenses and collected fees.
- Responded to requests for information from public, other municipalities or state and federal legislative offices.
- Accepted payments for water and sewer services and discussed remaining balances with customers to take accounts to zero.
- Created improved filing system to maintain secure client data.
- Assisted with annual budget and audit preparation.
- Recorded and edited minutes of meetings and distributed to appropriate officials or staff members when filling in as Deputy Recorder.
- Coordinated city council meetings, ensuring smooth proceedings and effective decision-making processes.
- Engaged with community members, city officials and fellow employees building positive relationships with all.
Medical Billing Specialist
Community Counseling Solutions
01.2018 - 11.2018
- Examined patient's insurance coverage, deductibles, insurance carrier payments and remaining balances not covered under policies when applicable.
- Researched CPT and ICD-9 coding discrepancies for compliance and reimbursement accuracy.
- Communicated effectively and extensively with other departments to resolve claims issues.
- Located errors and promptly refiled rejected claims.
- Posted and adjusted payments from insurance companies.
- Assisted patients with understanding their medical bills and provided clarification on complex insurance issues, promoting positive customer experience.
- Communicated with insurance providers to resolve denied claims and resubmitted.
- Assisted front office receptionist with patient check-ins, answering phones and scheduling appointments as needed.
Personal Lines Insurance Agent
Bisnett Insurance Inc
03.2001 - 06.2017
- Managed a diverse book of personal lines business including home, auto, umbrella, and specialty coverages.
- Established information necessary for policy development by interviewing clients, requesting records, and inspecting property as needed.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Sold auto, home, commercial (small business, farm and auto) and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Conducted annual reviews of existing policies to make sure information and coverages are up to date and assess if any changes in coverage needs to be made
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Reviewed new and renewal commercial policies for accuracy, required endorsements and manually input policy information into agency management system.
- Boosted company revenue by cross-selling additional insurance products and services to existing clients.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport who to this day still contact me with questions or concerns regarding their insurance coverage.
- Assisted with mentoring and training new employees
- Assisted Agency Accounting Coordinator with agency bill invoicing as needed.
Education
Some College (No Degree) - Business Administration
Treasure Valley Community College
Ontario, ORSome College (No Degree) - Business And Accounting
Eastern Oregon University
Online Courses /Lagrande, ORSkills
- Working knowledge of Personal Lines products, coverages and services
- Experience working with various agency management systems and raters to include Applied ( TAM, AMS360, EZlynz and IBQ Systems
- Proficiency with computer and internet utilizing Microsoft Office software and various insurance carriers websites and software
- Policies and procedures adherence
- Billing and payment procedures
- Self starter, multi-tasker and problem solver
- Teamwork and collaboration
- Exceptional customer service emphasizing active listening and empathy
- Excellent verbal/written communicator
- Friendly and effective telephone etiquette
Certification
- AINS- Associate in General Insurance -1995
- License in Property and Casualty Insurance -2002
Timeline
Customer Advocate II
Clearcover Insurance
10.2022 - Current
Personal Lines Customer Care Specialist
Patra Corp
09.2019 - 10.2022
City Clerk/Deputy Recorder
City Of Prairie City/City Hall
02.2019 - 09.2019
Medical Billing Specialist
Community Counseling Solutions
01.2018 - 11.2018
Personal Lines Insurance Agent
Bisnett Insurance Inc
03.2001 - 06.2017
- AINS- Associate in General Insurance -1995
- License in Property and Casualty Insurance -2002
Some College (No Degree) - Business Administration
Treasure Valley Community College
Some College (No Degree) - Business And Accounting
Eastern Oregon University
Similar Profiles
Ivana PranjicIvana Pranjic
Claims Representative III at Clearcover InsuranceClaims Representative III at Clearcover Insurance
Lisa OslerLisa Osler
Customer Experience Supervisor at Clearcover Insurance CompanyCustomer Experience Supervisor at Clearcover Insurance Company
Eric EdsonEric Edson
Senior Data Scientist at ClearcoverSenior Data Scientist at Clearcover