Summary
Overview
Work History
Education
Skills
Work Availability
Quote
Timeline
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Windy M. Burke

Windy M. Burke

Seattle,WA

Summary

Focused and dedicated insurance professional with 20 years of experience providing superior customer service and rates for Property and Casualty insurance policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs. Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.

Overview

19
19
years of professional experience
11
11
years of post-secondary education

Work History

Notary Public/Owner

Savvy Notarius
09.2023 - Current
  • Verify customer signatures and identification documents.
  • Prepare and notarize legal documents such as deeds, mortgages, contracts, affidavits, and powers of attorney.
  • Attest to the authenticity of signatures on official documents.
  • Ensure that all signers understood the contents of documents they were signing.
  • Maintain records of all notarial acts performed.

Customer Service Representative

Chris Elliott Farmers Agency
12.2022 - 08.2023
  • Provided excellent customer service to resolve customer complaints in a timely manner.
  • Gathered customer feedback through surveys and used the data to improve customer service.
  • Developed strong relationships with customers by providing personalized assistance and support.
  • Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
  • Maintained detailed records of customer interactions, transactions and
    comments for future reference.

Member Experience Specialist

Trupanion
05.2021 - 12.2022
  • Provided exceptional customer service to members, addressing inquiries
    and resolving issues in a timely manner.
  • Developed and implemented strategies to improve member experience through surveys and feedback.
  • Provided assistance with membership applications and other related processes.
  • Maintained records of member interactions and transactions, tracking progress towards goals.
  • Collaborated with internal teams to ensure smooth operations and seamless experiences for members.

Agency Manager/Producer

Friends With Benefits Insurance Agency
01.2019 - 09.2022
  • Developed and implemented agency policies and procedures to ensure compliance with regulations.
  • Prepared monthly reports for senior management on sales performance, customer service metrics, and other relevant data.
  • Developed strategies to improve customer retention rates while increasing overall market share.
  • Created marketing plans to promote new products and services to increase revenue growth.
  • Resolved customer inquiries, complaints, and disputes in a professional manner.

Insurance Agent

Snapp and Son Insurance Agency
09.2006 - 05.2018
  • Developed and implemented comprehensive insurance plans for clients according to their individual needs.
  • Assessed customer risk levels and recommended appropriate coverage options.
  • Conducted research to identify competitive rates and benefits offered by other providers.
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
  • Maintained accurate records of all insurance transactions using computer software systems.

Customer Service Specialist

PEMCO
Seattle, WA
09.2004 - 09.2006
  • Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
  • Answered incoming customer inquiries regarding product and service information.
  • Provided assistance to customers in navigating website, placing orders, and resolving complaints.
  • Responded to customer emails with accurate product and service information.
  • Performed data entry of customer orders into the company's order management system.
  • Maintained a high level of professionalism while interacting with customers via phone or email.

Education

Bachelor of Science -

The Evergreen State College
09.1999 - 12.2000

Associate of Art & Science -

Tacoma Community College
09.1993 - 08.1998

Certificate of Business Management -

Clover Park Technical College
Lakewood, WA
09.1991 - 08.1992

High School Diploma -

Washington High School
Tacoma, WA
09.1989 - 06.1993

Skills

  • Verbal and Written Communication
  • Decision Making
  • Computer Proficiency
  • Strong Problem Solver
  • Analytical Thinking
  • Relationship Building
  • Detail-Oriented
  • Customer Service
  • Administrative support
  • Account management
  • Professional telephone demeanor
  • Creative problem solving

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

Character cannot be developed in ease and quiet. Only through experience of trial and suffering can the soul be strengthened, ambition inspired, and success achieved.
Helen Keller

Timeline

Notary Public/Owner

Savvy Notarius
09.2023 - Current

Customer Service Representative

Chris Elliott Farmers Agency
12.2022 - 08.2023

Member Experience Specialist

Trupanion
05.2021 - 12.2022

Agency Manager/Producer

Friends With Benefits Insurance Agency
01.2019 - 09.2022

Insurance Agent

Snapp and Son Insurance Agency
09.2006 - 05.2018

Customer Service Specialist

PEMCO
09.2004 - 09.2006

Bachelor of Science -

The Evergreen State College
09.1999 - 12.2000

Associate of Art & Science -

Tacoma Community College
09.1993 - 08.1998

Certificate of Business Management -

Clover Park Technical College
09.1991 - 08.1992

High School Diploma -

Washington High School
09.1989 - 06.1993
Windy M. Burke