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Customer Service Insurance

Location:
Ladys Island, SC, 29907
Posted:
April 05, 2011

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Resume:

Colleen Marie Walsh

** ****** ****

Beaufort, SC 29907

843-***-****

abhn4v@r.postjobfree.com

OBJECTIVE

To obtain a job with an established and competitive company in order to

utilize and expand my knowledge in promotions, employee development, human

relations, sales, and marketing essentials

Professional Strengths

. Over twelve years experience in marketing and management

. Multi-task oriented with the capability to support team-oriented

projects

. Managing, maintaining, and growing account and vendor relationships

. Proficient in Microsoft Applications: Word, Excel, Front Page, Power

Point, Profiles and Access

Education

Virginia Polytechnic Institute and State University

Degree Earned: Bachelor of Science

Major: Marketing Management

Years attended: 2001- 2005

. Personally responsible for 100% of higher education expenses

Work Experience

Bankers Life & Casualty Company

Beaufort, SC

Senior Advisor January 2010 - present

. Assist seniors in the planning of their retirements

. Review social security benefits to qualify seniors for all state

retirement opportunities

. Educate beneficiaries on the Medicare process

. Call on policyholders to deliver and explain policies, to analyze

insurance programs and suggest additions or changes

. Review financial statements, 401K and IRA rollovers and compare to

company Annuities

. Calculate premiums and establish payment method

. Customize insurance programs to fit individual customers, often

covering a variety of risks

. Market various types of insurance policies to individuals including

life, medical, long term care and disability

. Interview prospective clients to obtain data about their financial

resources and needs, the physical condition of the person and to

discuss any existing coverage

. Seek out new clients and develop clientele by networking to find new

customers and generate lists of prospective clients

. Explain features, advantages and disadvantages of various policies to

promote the sale of insurance plans

. Ensure that policy requirements are fulfilled, including any necessary

medical examinations and the completion of appropriate forms

. Confer with clients to obtain and provide information when claims are

made on a policy

. Assist clients in filing claims with both Medicare, insurance

companies and providers

. Train and manage new employees on various sales products and

techniques

Southern Farm Bureau Insurance Company

Beaufort, SC

Insurance Agent June 2009 - December 2009

. Directly interacted with the general and financial management

professionals for the establishment of policies and procedures

. Elevated client relations by establishing credibility, discerning

needs and providing appropriate coverage recommendations

. Sold auto, home, life, health, long-term care and annuities plans to

clientele

. Called on policyholders to deliver and explain policies, analyze

insurance programs and suggest additions or changes

. Calculated premiums and establish payment methods

. Explained features, advantages and disadvantages of various policies

to promote the sale of life and health insurance plans

. Interviewed prospective clients to obtain data about their financial

resources and needs and physical condition of the person or property

to be insured and to discuss any existing coverage

. Developed clientele by networking to find new customers and generating

lists of prospective clients

. Improved company image in the broker market and with insured,

resulting in retention of business, increasing profits and profile

within the broker market

. Provided detailed reports to insured with recommendations for

improvements, thereby reducing claims

. Handled caseload of more than 300 families and individuals

. Coordinated insurance placement for small to large market commercial

accounts

County Council of Beaufort County

Beaufort, SC

Deputy Clerk of Probate Court November 2008 - June 2009

. Consulted with and made recommendations to the judges regarding court

policies, procedures and operations

. Attended court hearings and recorded minutes of court proceedings,

marked and maintained exhibits, and entered data in the case tracking

systems

. Prepared orders, verdicts and judgments

. Prepared and distributed court forms and notices

. Examined a variety of documents for correctness of form and format,

sufficiency of information and conformance with legal procedures

. Provided direct assistance to the public and court customers in legal

matters

. Consulted with attorneys and other necessary parties to schedule

hearings

. Reviewed written orders for content and format prior to presentation

to the judge for signature

. Prepared all reports required by the Judicial Council or the Court for

legal files

Estate Builders

Bluffton, SC

Expeditor/Purchasing Agent April 2007 - July 2008

. Designed and edited marketing materials for projects including

brochures, ads, web-sites, site plans and project packets

. Corresponded between Reed Development and Estate Builders for events

and marketing projects

. Organized promotional marketing events directly increasing project

awareness and model home traffic

. Personally planned grand opening ceremony and events

o Designed menus, seating, and entertainment

o Coordinated videographer and photographer designs and products

. Worked closely with videographer to design model video

o Personally wrote transcript for video

. Worked closely with all teams to develop standard selection process

for customer homes

. Served as a liaison between design and construction teams to ensure

customer expectations were met

. Ordered all construction and design materials for the entire

construction site

. Scheduled the delivery of materials for entire construction site

. Scheduled all construction jobs and managed quality control

. Confirmed orders and expedited the arrival of building materials to

correspond with schedule

. Pulled permits and organized required inspections

. Evaluated and updated construction schedule and projected closing

dates for homes based on progress

. Worked closely with construction team to maintain a steady workflow

and to divide jobs accordingly

. Responsible for updating construction schedule on a weekly basis

. Designed company construction processes to increase efficiency

. Effectively managed two warehouses

. Developed inventory control system to track common materials

. Personally designed interactive electrical plan for use by

construction, electrical, and HVAC teams

. Responsible for building and maintaining relationships with vendors

and sub-contractors

. Continually accepted new bids and compared against current vendors and

contracts

. Renegotiated contracts and prices with vendors

. Closely worked with accounting department to build, analyze and

maintain budgets

. Reviewed and coded all material invoices for accounting programs

Kelley, Kronenberg, Gilmartin, Fichtel, & Wander

Jacksonville, FL

Legal Assistant September 2006 - April 2007

. Maintained daily administrative duties including cost checks, customer

service, scheduling, training, legal drafting, editing, researching

and trial preparation

. Successfully scheduled and maintained calendar for five attorneys

. Prepared and edited legal documents for mediations, trials,

depositions and conferences

. Prepared files for all legal processes

Enterprise Rent-A-

Car

Beaufort, SC

Management Trainee June 2004 - August 2006

Internship Summer of 2004

. Maintained daily administrative duties including: inventory control,

customer service, cash flow management, deposits, marketing,

scheduling and training

. Effectively influenced and interacted with all types of customers,

vendors, and coworkers while practicing superior customer service and

implementing proper sales techniques

. Effectively handled a variety of business situations through problem

solving and conflict management

. Completed accounting practices to track and account for debits and

credits

. Successfully generated, accounted for, and tracked profits

. Participated in end-of-month procedures such as inventory, key costs,

purchasing and profit and loss accountability

. Maintained and effectively managed and deployed a fleet of over 150

vehicles in a cost effective manner

. Mentored, trained, developed, and managed new and incoming interns and

employees

Branch Corporate Account Manager September 2005 - August 2006

. Regularly marketed to local business partners building solid, long-

lasting relationships with key business decision-makers

. Lobbied successfully for increased rate structure with local

dealerships, thereby increasing profit

. Effectively managed all issues with accounts to personally rectify

conflicts and complaints

Outback Steakhouse, Inc. Christiansburg and Alexandria, VA

Server and Employee Representative May 2002 - May 2005

. Resolved conflicts between the restaurant and its patrons

. Maintained daily administrative duties including: balances and

preparations for opening and closing restaurant

. Effectively utilized new marketing techniques

. Involved in active projects to improve efficiency

. Trained new employees

. Responsible for employee development

Fripp Island Resort

Fripp Island, SC

Server March 2000 - August 2001

. Resolved conflicts between the restaurant and its patrons

. Trained new employees

. Involved in active projects to improve efficiency

. Maintained daily administrative duties including Point-of-Sale system

applications, staff scheduling techniques, facility maintenance,

safety awareness and exposure to special events and banquets

. Participated in end-of-month procedures such as inventory, key costs,

purchasing and Profit and Loss accountability

Pool Attendant and Retail April 1997 - August 1999

. Maintained daily administrative duties including: balances, facility

maintenance and safety awareness, opening and closing store duties

. Participated in business procedures including: Point-of-Sale system

applications and staff scheduling techniques

. Maintained Beach Service and Rental Operations including: instruction

and implementation of all services offered through the outdoor

recreation department

Activities

Farm Bureau Chamber Liasion

2009

Par-Tees Women's Golf Club

2008 - present

Young Professionals of the Lowcountry

2008 - present

Participation in Outback sponsored charity events

2001- 2006

. Participated in over 30 charity events promoting education, diversity

and self excellence

Marketing Club at Virginia Tech

2002 - 2006

Public Relations Student Society of America

2003 - 2006

ELITE- Entrepreneurial Leaders Improving Traditional Education

2003 - 2006

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