Customer Service Administrative Assistant

Keesha McAtee

**** **. ******** **** #*** Cell: 612-***-****

Minnetonka, MN 55305 **********@*****.***

Professional Summary

Productive producer, driven to improve results and exceed goals. My duties include interviewing clients about their

financial means and existing insurance if any, advising them on risk management, explaining policy features,

calculating premiums and verifying that forms are filled out correctly.

Areas of Expertise

Negotiation skills Account Management

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Complex problem solving skills Client Relations

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Product management Customer Needs and Assessments

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Competitive reviews Social media marketing

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Customer targeting Customer Satisfaction

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Multi Task Management

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Work Experience

Insurance Broker Assistant, 11/2004 - Current

Upper Midwest Program Management, Inc. – Maple Plain, MN

Generated over $2 million per year in premiums resulting from large-scale renewals and new business annually.

Collecting information from clients and assessing their risk profiles and insurance needs.

Creating and maintaining relationships with agents including planning and attending meeting and knowing about the

nature of the business with the client and also underwriters, inspectors and claim examiners. Making research on

the various insurance companies and insurance policies offered by them to help agents in choosing most suitable

policy.

Renewing or modifying existing policies.

Preparing application submissions for underwriters and negotiating with clients. Setting

up inspection recommendations for accounts with follow ups for completion. Collecting

insurance premiums and/or setting up financial plans.

Keeping detailed records of each and every policies.

Administrative Assistant / Accounts Receivables, 01/1999 - 09/2003

Motion Industries, Inc. – Mobile, AL

Managed accounts receivables and daily deposits. Supervised invoice corrections. Created filing system for

accounting. Annual inventory procedures.Aided in secretarial duties.

Education

1991 University of South Alabama – Mobile, AL, USA

Associates Business and Management

1988 Shelby County Trade School – Mobile, AL, USA

Cosmetologist / Hair Analyst Cosmetology

Keywords

Certified with HR Block for taxes in MN, Surplus Lines fillings and Minnesota stamp fee fillings. Computer

Proficient, Creative Problem Solving, Customer Service, Customer Satisfaction, Account Management and

Marketing, Licensed Notary Public.

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