VICKIE JACKSON

• Supported departmental goals for increased productivity through proficient document management and data entry.
• Managed incoming calls professionally, directing them to appropriate personnel or taking detailed messages when required.
• Improved overall office organization with the implementation of efficient inventory management systems for office supplies.
• Cultivated relationships with vendors resulting in improved delivery times for essential office resources.
• Promoted a positive work environment by maintaining a clean, organized workspace conducive to productivity.
• Demonstrated adaptability by quickly learning new software programs and adapting to changes in office procedures.
• Increased accuracy in financial transactions with diligent attention to detail when reconciling accounts payable/receivable records.
• Effectively managed multiple projects simultaneously while adhering to deadlines and prioritizing workloads accordingly.
• Created and updated records and files to maintain document compliance.
• Created and updated physical records and digital files to maintain current, accurate, and compliant documentation.
• Prepared project documents, reports, and brochures.
• Scheduled meetings booked meeting rooms and prepared meeting agendas.
• Conducted research to assist with routine tasks and special projects.
• Monitored and managed expenses with allotted budgets and reviewed and approved expense reports.
• Managed incoming correspondence to enhance employee performance and reduce time spent on processing and responding.
• Identified communication channels to set roadmap to distribute information.
• Reviewed files, records and other documents to obtain information to respond to requests.
• Manage approximately 30 incoming and outgoing calls while recording accurate messages for distribution to office staff.
• Kept office supplies well organized and sufficiently stocked, placing orders promptly to replenish materials before depleted.
• Processed incoming and outgoing mail and packages according to established procedures.
• Created and maintained detailed records of all office activities.
• Compiled and analyzed data to produce reports.
• Informed and supported business leaders through consistent communication and administrative support duties.
• Supported staff on special assignments and ad hoc projects.

• Maintained comprehensive knowledge of company offerings to provide accurate information and recommendations to customers.
• Managed approximately 30 incoming calls, emails and faxes per day from customers.
• Verified transactions, product orders, and shipping dates and entered information into databases and reports.
• Logged call information and solutions provided into internal database.
• Strengthened customer relationships by listening to customer concerns and giving priority to service requirements.
• Learned and maintained in-depth understanding of product information, providing knowledgeable responses to diverse questions.
• Managed client accounts, ensuring accurate record-keeping and timely follow-ups on outstanding issues.
• Developed rapport with customers by maintaining clear communication lines, fostering trust, and demonstrating empathy.
• Reduced response time by implementing efficient processes for handling customer requests and concerns.
• Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
• Implemented effective upselling techniques by identifying opportunities within existing customer interactions, leading to increased revenue generation.
• Handled high-pressure situations calmly, ensuring positive outcomes for both the client and the business.
• Streamlined communication channels for improved customer relationships and increased loyalty.
• Used consultative sales techniques to understand customer needs and recommend relevant products and services.
• Consulted with outside parties to resolve discrepancies and create expert solutions.
• Exceeded performance targets with consistent delivery of high-quality service to clients.
• Utilized CRM systems proficiently managing key account information, tracking customer interactions, and providing valuable insights for future strategic planning.
• Built long-term, loyal customer relations by providing top-notch service and detailed order, account, and service information.
• Improved company reputation through attentive listening, understanding, and addressing customer needs effectively.
• Monitored overall trends in customer satisfaction levels utilizing data-driven analysis tools.
• Assisted in creating promotional materials aimed at engaging prospective clients while highlighting unique advantages of company products services.
• Analyzed consumer feedback to identify areas for improvement in products or services offered by the company.
• Developed and updated databases to handle customer data.
• Served as a primary point-of-contact between management staff, sales representatives, vendors, suppliers resulting in seamless communication across various stakeholders.
• Collaborated with sales team members to stay current on inventory levels, complete accurate orders, and resolve item issues.
• Conducted regular training sessions for team members to improve product knowledge and client service skills.
• Directed incoming calls to internal personnel and departments, routing to best-qualified department.

• Customer service
• Greeted customers promptly
• Assisted on sales floor as needed to maintain service standards
• Trained new cashiers on procedures, customer service and sales techniques
• Completed purchases using Point of Sale Systems
• Reported security and service incidents to management
• Checkout aisles at store front ends
• Assist sales and stock associates with remedial tasks during slow hours
• Described products and services in detail
• Assisted customers in selecting items based on their needs.
• Lifted up to 25 pounds at once and used forklift to move heavier loads.

• Cultivated referral-based leads through diligent relationship-building efforts with satisfied customers.
• Presented bids and contracts for potential clients to review during meetings.
• Drafted, submitted and processed sales contracts for orders received.
• Built strong network of industry contacts through active participation in professional associations and networking events.
• Implemented CRM system to track leads, prospects, and ongoing communications with clients for improved efficiency.
• Increased sales revenue by establishing new client relationships and nurturing existing ones.
• Partnered with cross-functional teams such as operations, finance, and product development to ensure seamless communication throughout sales process.
• Managed portfolio of high-value accounts, ensuring timely follow-ups and maintaining strong relationships.
• Streamlined internal processes by implementing innovative solutions that reduced time spent on administrative tasks without sacrificing quality or accuracy.
• Enhanced customer satisfaction rates by proactively addressing inquiries or issues before they escalated into larger problems.
• Delivered engaging product presentations to clients, showcasing features and benefits tailored to their specific needs.
• Maintained relationships with existing customers to optimize service quality, business growth and customer satisfaction.
• Aggressively generated new business by prospecting, making follow-up calls to customers and contacting referrals.
• Provided day-to-day support for 30 accounts by answering inquiries, checking availability of products and corresponding with customers via email.
• Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
• Developed, maintained and utilized diverse client base.
• Developed and maintained strong working relationships with professionals within assigned territory.
• Maintained current knowledge of evolving changes in marketplace.
• Monitored service after sale and implemented quick and effective problem resolutions.
• Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
• Stayed current on company offerings and industry trends.
• Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
• Built relationships with customers and community to promote long term business growth.
• Presented professional image consistent with company's brand values.
• Informed customers of promotions to increase sales productivity and volume.
• Kept detailed records of daily activities through online customer database.
• Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
• Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
• Recorded accurate and efficient records in customer database.

• Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
• Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
• Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
• Responded to customer requests for products, services, and company information.
• Handled sensitive customer information with discretion, adhering to strict data privacy regulations at all times.
• Documented customer interactions and transactions for accurate, up-to-date records.
• Completed customer applications and updated records to reflect current information.
• Enhanced customer satisfaction by addressing and resolving insurance-related inquiries and concerns.
• Assisted clients in filing claims, coordinating with adjusters to expedite the process and secure fair settlements.
• Assisted customers with completing insurance documents to avoid missed information.
• Processed insurance policy cancellations and renewals quickly to meet call time targets.
• Fielded customer complaints, escalating complex issues to management for resolution.
• Assessed customer needs and recommended suitable insurance policies.
• Fostered strong relationships with clients, providing personalized service and assistance on various insurance products.
• Reviewed and adjusted customer coverage levels to address, identify, and resolve customer conflicts.
• Educated customers on available discounts, promoting loyalty and policy retention through tailored recommendations.
• Advised customers on required information for claim submissions to progress applications.
• Provided primary customer support to internal and external customers.
• Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
• Increased cross-selling opportunities by proactively identifying potential new business leads during client interactions.
• Set up customer payment plans to cover annual policies and renewals.
• Participated in ongoing training sessions to remain current on industry developments and improve overall job performance.
• Maintained thorough knowledge of industry trends and product offerings to provide accurate information to clients at all times.
• Collaborated with underwriters to streamline the policy issuance process for improved efficiency.
• Adhered to underwriting, rating and compliance criteria and guidelines to determine associated financial risks.
• Liaised with insurance carriers to resolve billing errors and discrepancies.
• Utilized company software to track customer interactions efficiently, ensuring proper documentation of all transactions.
• Streamlined office procedures by organizing files and implementing an efficient document management system.
• Assisted colleagues in resolving complex cases by sharing knowledge of policies and best practices when needed.
• Modified, updated and processed existing policies.
• Processed and recorded new policies and claims.
• Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
• Verified client information by analyzing existing evidence on file.
• Prepared insurance claim forms or related documents and reviewed for completeness.
• Maintained confidentiality of patient finances, records, and health statuses.
• Calculated adjustments, premiums and refunds.
• Collected premiums and issued accurate receipts.
• Made contact with insurance carriers to discuss policies and individual patient benefits.
• Posted payments to accounts and maintained records.
• Coordinated with contracting department to resolve payer issues.
• Generated, posted and attached information to claim files.
• Checked documentation for accuracy and validity on updated systems.
• Notified insurance agents and accounting departments of policy cancellations and changes.
• Communicated effectively with staff members of operations, finance and clinical departments.

• Streamlined data entry processes, reducing overall processing time for new applications while maintaining attention to detail.
• Conducted thorough reviews of policy endorsements to ensure accuracy before distribution to clients or agents.
• Expedited policy renewals through proactive communication with clients, collecting necessary information ahead of deadlines.
• Participated in ongoing professional development opportunities, staying current on industry trends and regulatory changes.
• Played an integral role in growing commercial lines book of business through diligent research and client outreach efforts.
• Reduced errors in policy documentation by thoroughly proofreading drafts before submission to underwriters for approval.
• Contributed to increased client satisfaction by promptly addressing inquiries and resolving issues related to commercial policies.
• Served as a reliable point of contact for clients seeking assistance with claims or other policy-related matters.
• Supported the timely issuance of policy documents by meticulously reviewing applications for accuracy and completeness.
• Maintained detailed records of correspondence relating to each account; facilitating quick access when needed.
• Improved turnaround time for quote requests by effectively prioritizing tasks and managing workload efficiently.
• Assisted underwriters in evaluating risks, resulting in a reduced number of claims filed against the company.
• Facilitated smooth transactions between clients, brokers, and carriers by maintaining open lines of communication throughout the underwriting process.
• Bolstered customer retention rates by providing exceptional service, anticipating needs, and addressing concerns promptly.
• Organized training sessions for new Underwriting Assistants, sharing best practices and practical tips for success in the role.
• Enhanced underwriting efficiency by streamlining processes and implementing new software tools.
• Collaborated with team members to analyze complex submissions, ensuring accurate risk assessment and pricing.
• Contributed to a positive work environment by actively collaborating with colleagues on team projects and initiatives.
• Developed strong relationships with brokers and agents, fostering trust and promoting long-term business growth.
• Assisted in updating company guidelines to reflect evolving market conditions and maintain competitiveness within the industry.
• Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
• Evaluated applications to determine insurance coverage and appropriate risk classifications.
• Negotiated terms and conditions of coverage with clients to acquire maximum profitability.
• Studied insurance industry changes, remaining up-to-date with latest trends and protocols.
• Scrutinized underwriting performance to identify weaknesses and provide recommendations for improvement.
• Developed and implemented underwriting policies and procedures, establishing useful and accurate processing of applications.
• Analyzed data to identify trends and predict future insurance needs.
• Monitored underwriting teams' performance and provided mentoring to achieve personal and department production goals.
• Met with customers, agents and brokers to negotiate coverage, price, and service delivery.
• Collaborated with other professionals to develop innovative underwriting solutions.

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• Assisted in the implementation of new software systems, contributing to improved workflow across the department.
• Proactively addressed potential claim issues before they escalated, minimizing financial loss for both clients and the company.
• Facilitated smooth transitions during employee turnover periods by effectively managing workload distribution.
• Participated in various departmental projects aimed at improving overall efficiency and effectiveness within the company''s operations.
• Improved client relationships through consistent communication and prompt resolution of inquiries.
• Collaborated with underwriters to assess risk factors and make informed recommendations on policy terms.
• Supported team members in achieving departmental goals, fostering a collaborative work environment.
• Managed a high volume of tasks efficiently, maintaining strict deadlines without compromising quality or accuracy.
• Developed detailed reports for management, showcasing trends and progress toward key performance indicators.
• Reduced potential risks for the company by meticulously reviewing commercial insurance applications.
• Increased customer satisfaction by providing timely updates on policy changes and underwriting decisions.
• Served as a subject matter expert for junior staff members, providing guidance and support when needed.
• Participated in ongoing training initiatives to stay current on best practices within the commercial lines industry.
• Conducted thorough research to accurately assess clients'' financial stability and creditworthiness.
• Maintained accurate records, ensuring compliance with industry regulations and company policies.
• Maintained strong working relationships with brokers, agents, and other external partners involved in commercial insurance transactions.
• Contributed to business growth by identifying potential areas for expansion within existing accounts.
• Stayed abreast of industry trends by attending conferences, webinars, and regularly reading relevant publications.
• Enhanced underwriting efficiency by streamlining processes and implementing time-saving tools.
• Prepared comprehensive summaries of complex information for underwriters'' use during decision-making processes.
• Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
• Evaluated applications to determine insurance coverage and appropriate risk classifications.
• Negotiated terms and conditions of coverage with clients to acquire maximum profitability.
• Scrutinized underwriting performance to identify weaknesses and provide recommendations for improvement.
• Developed and implemented underwriting policies and procedures, establishing useful and accurate processing of applications.
• Analyzed data to identify trends and predict future insurance needs.
• Monitored underwriting teams' performance and provided mentoring to achieve personal and department production goals.
• Collaborated with other professionals to develop innovative underwriting solutions.
• Studied insurance industry changes, remaining up-to-date with latest trends and protocols.
• Met with customers, agents and brokers to negotiate coverage, price, and service delivery.