Customer Service Insurance

KAREN ARNOLD

**** **** *** ** *** Rancho, NM ****4

Home: (505*-***-****, Cell: 505-***-**** ***********@*******.***

Seeking the Challenging Position of Field Office Manager

A gifted Customer Service Representative with experience in performing office support duties which

involve providing information to the public, receiving payments, addressing customer complaints,

preparing and maintaining records within an Insurance/Financial Services company, and performing

other duties as required. Understanding that the client comes first, I work any overtime required to

ensure the customer’s needs are met.

Summary of Qualifications

Over 5 years customer service experience.

Excellent knowledge of modern office practices and procedures; spelling, punctuation and grammar

Sound knowledge of basic business arithmetic; techniques and methods of using standard

processing, spreadsheet, database and other office software and equipment.

Knowledge of practices and procedures related to accounting for cash receipts and account

maintenance

Skill in using spreadsheets and word processing software packages, organizing data and materials,

preparing reports and documents and in entering data accurately and efficiently.

Ability to type accurately at a rate of 31 w.p.m.and use 10-key calculator by sight..

Strong ability to interpret, apply and explain policies and procedures; research information and

solve customer service problems and interact tactfully and effectively with members of the public,

co-workers and managers

Exceptional ability to enter data accurately and efficiently into appropriate data system; make

accurate arithmetic calculations and maintain accurate records and files.

Proven ability to receive and appropriately forward payments, provide receipts and maintain accurate

records and documentation.

Ability to understand and carry out written and oral instructions; perform detailed clerical work and

maintain attention to detail despite frequent interruptions.

Ability to establish and maintain effective working relationships with those contacted in the course of

the work.

Computer Software

Thorough knowledge of Microsoft PowerPoint, Microsoft Word, Adobe Photoshop, Corel Draw. Moderate

working knowledge of Microsoft Excel. Limited working knowledge of Corel Photo Paint, Adobe

Illustrator, Adobe After Effects, Quark Express, Macromedia Director and Inscriber Broadcast quality

character generator a graphics bundle.

Professional Experience

Farm Bureau Financial Services Rio Rancho, NM 2006 - Present

Sales/Service Associate

Assist agent in putting together quotes for homeowners/auto insurance and then bind upon client

acceptance

Take care of working with lien holders and faxing evidence of insurance to lien holders when requested.

Answer phones and provide customer service, resolving issues that are important to the client

Daily work with clients adding/deleting items on their current policies

Work closely with Underwriters to be ensure all required forms are signed & records maintained, also verify

that all required review info is made available to agents when needed.

Assist clients with billing questions or concerns and make corrections as required

Provide billing breakdowns and explain reasons for changes in billing.

Accept check payments, issue receipts, forward payments as required

Maintain tracking records for agent/s and ensure that these updated records are emailed to the proper

people on a regular basis

Kohler Company Kohler, WI 1980 - 2006

Audio Visual Technician III

Developed the skill of creating slides using Harvard Graphics and when the company standardized

with Microsoft Office, I converted my files and improved my slide making capabilities by learning

PowerPoint. As PowerPoint usage became more prevalent, scanning requirements greatly increased. I

scanned photos, slides and transparencies and have MAC experience, although I use a PC much more

often.

Created a company slide library – filing new slides and assisting others in their search for specific

slides/images.

As more advanced graphics were requested, I researched potential tools required and eventually settled on

PhotoShop, which proved to be very useful, especially when it came to creating custom slide backgrounds

and video graphics.

Not only did I assist in the creation of PowerPoint files (providing background ideas and templates), but for

those that I did not personally create for shows/meetings – I did a great deal of clean up and editing.

Worked with various company department personnel to ensure their understanding of PowerPoint so they

could create their own files thereby ensuring on-time & under budget completion of files that were turned

over to me prior to meeting setup/rehearsal.

Provided technical support for many meetings each year, assuring that all required equipment was

available and that all PowerPoint files were installed and operating properly. These meetings included;

Annual Shareholders’, Annual Sales Meeting, Quarterly Management Meetings for various departments, bi-

monthly Board of Directors’ Meetings and Executive Management Luncheons.

In addition, I developed/maintained a PC computer network within our office area consisting of 8 computers

(7 workstations and the HUB). This network was used by the Exhibits and Displays group and by the Event

Services Group.

Improved departmental capability for large format printing and laminating by researching, purchasing,

operating and maintaining proper equipment and also used this capability to keep jobs under budget.

Burn monthly CD backups and duplicated CD’s as required.

Provided customer service and set appointments for any clients requiring the services of our department.

Tracked office supplies as well as graphics supply requirements.

Education

Graduated from Plymouth High School (with honors ) in 1976

Attended PowerPoint (on-site) & Advanced PowerPoint (off-site) through Kohler Company training (both

attended approximately 1990)

Attended 2 day PhotoShop seminar in Milwaukee

Attended Microsoft Office compatibility seminar in Milwaukee in 1995

Attended a week long PhotoShop seminar in Orlando in 1996

Attended a 2 day PC troubleshooting seminar in Oshkosh in 1998

Received my Property and Casualty license for Insurance in Sept 2006

Received my Life, Accident & Health license for Insurance in Jan 2007

Interests/Activities

Former offices held (local level) Gold Wing Road Riders Association – Membership Recruitment,

Assistant Chapter Director, Chapter Director, Chapter Webmaster

Former offices held (state level) Gold Wing Road Riders Association – State Trainer, State Assistant

Director

I volunteer with Read West in Rio Rancho to provide literacy tutoring.

My husband and I have both actively participated in Clean up Rio Rancho events and I recently

organized a cleanup event for our neighborhood (desert area). Both Clean up Rio Rancho and

SSCAFCA were of immense help and all who volunteered time greatly appreciated their efforts. I

recently submitted an application to become a member of the “Keep Rio Rancho Beautiful” Board.

References available upon request

Contact this candidate