Tracey Mannino

Work History

Cook Insurance

Mesa, AZ

06.2021 - Current

Processed daily mail, email and phone calls from customers and producers to generate new business.
Analyzed client needs to identify coverage solutions and produced policy and quotes.
Processed cancellation requests from carriers and provided resolution to maintain financial equity.
Prepared orders and issued binders, proofs of insurance, and endorsements for delivery to clients.
Reviewed audits of policies for accuracy to facilitate corrections between client and carrier.
Maintained required data in agency management system to follow corporate guidelines.
Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Worked independently with minimal supervision.
Kept detailed records of daily activities through online customer database.
Verified discrepancies and resolved clients' billing issues
Maintained records by imaging invoices, debits and credits.
Processed incoming payments in accordance with established financial policies.
Prepared bills receivable, invoices and bank deposits.

Lebaron & Carroll

Mesa, AZ

01.2007 - 05.2021

Obtained insurance license and completed yearly insurance education.
Resolved issues over phone with customers daily.
Effectively communicated with customers about account changes, new insurance products or services and potential upgrades.
Followed up with customers about resolved issues and completed certificates of insurance and evidence of property to maintain high standards of customer service.
Responded to customer requests, offering excellent support and tailored recommendations to address needs.
Reviewed insurance contracts for general contractors.
Processed claims and billing for clients.
Trained staff on operating procedures and company services.
Reviewed customer policies and mailed to client.
Worked daily with insurance underwriters on quotes and certificates of insurance.
Worked and mastered insurance workspace AMS 360 and Applied EPIC.
Work with Outlook, Microsoft word and Microsoft Excel.

Power Road Animal Hospital

Mesa , AZ

11.2005 - 12.2007

Maintained office and waiting room so common areas were clean and tidy at all times.
Scheduled annual checkup appointments, consultations and surgery visits for various animals, including dogs and cats.
Processed new patients and updated client records with key information.
Fielded phone calls from pet owners, answered questions and took messages for veterinarians.
Greeted pet parents with warm smile and pleasantly asked for sign-ins upon arrival.
Maintained office supplies inventory by checking stock and ordering new supplies as needed.
Coordinated patient scheduling, check-in, check-out and payments for billing.

Gold Canyon Golf Resort

Gold Canyon , AZ

04.2004 - 11.2005

Kept physical files and digitized records organized for easy updating and retrieval by authorized team members.
Interacted with customers professionally by phone, email or in-person to provide information and directed to desired staff members.
Supervised and guided new employees and responded quickly to questions, which improved understanding of job responsibilities.
Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving.
Managed supervisor itinerary and appointments and streamlined scheduling procedures.

Hair Attractions

Mesa , AZ

1999 - 2004

Greet clients.
Scheduled appointments for 30 stylists with individual hand written appointment books.
Inventory - all retail products, towels washed and beverages for clients.
Coordinated all salon meetings and education for stylist.
Cleaned and organized salon. Cleaned stylists stations to meet state sanitation regulations.
Collected payment from clients and handled all banking.
Collected payment from stylist for rental stations.
Help each stylist with clients by washing hair, mixing color and styling.
Managed and trained receptionist.