Tracey Farley

As a work from home Insurance Agent, I am responsible for customers Insurance needs and Specialty Services in 31 States. I specialize in Move out of state Policies. I help customers transfer their current insurance policies to another state while ensuring they are in compliance with the State Insurance Laws where they have moved. I take a high volume of calls and handle each call with professionalism and exceptional customer service.

Trained to check in and check out patients at front desk as customers entered office, greeting them with a smile while answering phones. I scheduled appointments, confirmed appointments, confirmed insurance coverage, pulled charts, and researched charts for any patient or billing concerns. I was also responsible for Scanning charts into the Dentrix System for the following day appointments.

I worked for an Insurance Broker responding to customer inquiries for multiple companies. Among my responsibilities were managing the relationships between the insurance companies and the clients. I explained coverages and premiums, informed customers on billing changes, premium changes, facilitated claims processes between customer and adjuster ensuring our customers needs were taken care of. I was also responsible for answering phones, greeting customers, mail and any other office projects needed.

My job was to supervise the Financial Service Representatives at the Plato Branch. I provided ongoing coaching to improve work flow and efficiency as well as any training needs.. Responsibilities included assisting customers with all of their financial needs, assisting loan officers with all of their lending needs for personal, commercial and property loans. I also helped with cash secured loans for the President of the Bank when needed. I ordered supplies, maintained the Plato Branch website, balanced our Fixed Rate Mortgage accounts, provided top notch customer service to defuse any upset customers when answering phones, maintained files and any other important projects needed.