Valene (Marcy) Wolfe
Akron,OH
Summary
Professional and friendly Benefits Consultant dedicated to ensuring clients have the information they need to select the best packages for personnel. Exemplary customer service and communication skills. Skilled in matching clients with highly individualized plans and empowering employees to get the most out of benefits packages.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Customer Service Sales Representative
Allstate Corp
Akron, Ohio
11.2021 - Current
- Processed orders, forms, applications, and requests.
- Developed strategies for improving the customer experience.
- Maintained records of customer interactions and transactions.
- Built sustainable relationships with customers through open communication.
- Adhered to company policies when dealing with customers.
- Answered incoming customer calls regarding product questions, sales inquiries, and complaints.
- Educated customers on product features and benefits.
- Suggested additional products or services that may benefit the customer's needs.
- Identified potential opportunities to upsell products or services.
Benefits Consultant
Colonial Life
Columbia, SC
12.2000 - 06.2023
- Managed the administration of all health, dental, vision and disability insurance plans.
- Developed and implemented employee benefit plans, policies, and procedures.
- Maintained accurate records related to all aspects of employee benefits administration.
- Participated in open enrollment meetings with employees to discuss available options.
- Researched industry trends related to employee benefits.
Education
Messiah College
Grantham, PASome College (No Degree) - Business
Kent State University
Kent, OHSome College (No Degree) - Business
Akron University
Akron, OHSkills
- Benefits administration and design
- Regulatory compliance
- Data analysis
- Customer service and client management
- Open enrollment facilitation
- Problem solving
- Organizational skills
- Benefits strategy development
Certification
- P&C Licensed
- Life and Health Licensed
Custom
- I find insurance of any kind to be very personal. We as the service rep or benefits counselor have a responsibility to inform the customer on appropriate options and guide them to make the best decisions for themselves and family. My objective has always been to make a difference in someone's life with those decisions whether it is life insurance for themselves and family or home insurance for their first home!
Timeline
Customer Service Sales Representative
Allstate Corp
11.2021 - Current
Benefits Consultant
Colonial Life
12.2000 - 06.2023
Messiah College
Some College (No Degree) - Business
Kent State University
Some College (No Degree) - Business
Akron University
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