Vanessa Page
VA
Summary
Offering strong interpersonal skills and commitment to learning and adapting within insurance industry. Contributes ability to understand complex policy details and regulatory requirements, while effectively utilizing communication and sales skills. Ready to use and develop problem-solving and analytical skills in a Customer Service and/or Accounting role.
Overview
5
5
years of professional experience
Work History
Account Services Specialist
Navy Federal Credit Union
12.2024 - 02.2025
- Developed and implemented sales training programs that improved sales skills Order debit cards for new and existing members
- Debit Card research related to transactions on members' debit cards, and ACH transactions
- Process and review accounts for debit limit increases
- Handle lost, stolen or misplaced debit card queries
- Reviewing account for eligibility requirements like opening a new account / releasing Direct Deposits
- Perform complex account transactions such as account shutdown and stop payments on including but not limited to fraud, disputes and brief overviews of other products and services
- Utilized sales techniques and strategies to build customer relationships and close sales, resulting in an individual daily 3% increase in sales
Dedicated Disaster Agent
FRONTLINE GROUP
05.2024 - 10.2024
- Maintained detailed records of customer interactions and transactions
- Demonstrated strong problem-solving skills to resolve customer issues quickly and efficiently
Licensed Insurance Agent
FOUNDEVER
08.2023
- Managed and tracked updated insurance regulations in 30 states
- Processed insurance quotes
- Verified insurance coverage and entered patient information and billing codes into the system
- Drafted and managed project-related documents, such as contracts, leases, and insurance policies, to ensure compliance with legal requirements
Agency Sales Independent Contractor
FARMERS
08.2023 - 02.2024
- Developed and implemented sales training programs that improved sales skills
- Utilized sales techniques and strategies to build customer relationships and close sales, resulting in an individual daily 3% increase in sales
JR. Accountant
PODSEARCH AD/INC
05.2022 - 05.2024
- Prepared monthly, quarterly, and annual financial statements under Generally Accepted Accounting Principles (GAAP)
- Streamlined the accounts receivable process by implementing an automated invoicing system, which reduced overdue payments by 50%
- Managed the company's budget and provided timely financial reports to management, enabling them to make informed decisions
Insurance Service Professional
CONCENTRIX
05.2020 - 12.2022
- Worked closely with underwriters for hardship settlements, bill readjustments, rewrites, and reinstatement
- Provided customer service in a friendly and professional manner, resulting in 80% & above customer satisfaction ratings
- Policy management
Education
Bachelor of Science - Accounting
Strayer University (SU)
Newport News, VA05-2022
Skills
- Client service
- Client relationship management
- Team training and development
- Risk assessment
- Bank reconciliation
- Account reconciliation
- Data analysis
- Accounting and bookkeeping
- Client relations and customer service
- B2B sales and customer service
- Orthotic customer service
- Customer service aptitude
Accomplishments
- Documented and resolved complex accounting tasks and client support which led to recognitions for quality.
- Achieved company financial success by completing journal invoicing and collections with accuracy and efficiency.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Account Services Specialist
Navy Federal Credit Union
12.2024 - 02.2025
Dedicated Disaster Agent
FRONTLINE GROUP
05.2024 - 10.2024
Licensed Insurance Agent
FOUNDEVER
08.2023
Agency Sales Independent Contractor
FARMERS
08.2023 - 02.2024
JR. Accountant
PODSEARCH AD/INC
05.2022 - 05.2024
Insurance Service Professional
CONCENTRIX
05.2020 - 12.2022
Bachelor of Science - Accounting
Strayer University (SU)
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