Customer Service Sales

Jennifer Morrow

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

*********@*****.***

Waterloo, IL 62298 618-

***-****

PROFESSIONAL SKILLS

o Excellent problem solving skills

o Strong communication skills, both written and verbal

o Able to quickly adapt to new situations and systems

o Proficient in Microsoft Word, Microsoft Excel, and database management

systems

o Ability to handle multiple tasks and meet deadlines effectively

o Superior customer service skills

o Ability to handle difficult customer situations effectively

o Comprehensive knowledge of Medical, Life, Disability and Dental insurance

PROFESSIONAL EXPERIENCE

o Mengel, Surdyke, Murphy & Finke, St. Louis, MO (2005 - present )

Employee Benefits Account Manager

. Provide prompt and extraordinary customer service to all clients

. Resolve all service issues with current clients and carriers (claims,

billing, enrollments)

. Market current employee benefits package and prepare renewal for

designated accounts

. Evaluate group benefit package at renewal, and provide alternative

plan options

. Meet with clients to review annual benefit renewal and proposed plan

alternatives

. Market and prepare formal proposal for prospective clients.

o Assurant Employee Benefits, St. Louis, MO (2003-2005)

New Business Coordinator

. Assist Sales Representatives with preparation for sales calls,

customer service, and submission issues

. Prepare final rate calculations and proposals for life, dental, short-

term and long-term disability

. Collaborate with underwriters on proper risk factors

. Explain proposals to brokers examining plan designs and rates

. Provide prompt, courteous service to policyholders and brokers

. Proactively gather information from the brokers office for sold case

submissions

. Assist brokers with completion of sold case materials

. Review submission paperwork for accuracy and completeness

. Resolve enrollment matters

. Answer contract questions from both policyholders and brokers

o A.G. Edwards & Sons, St. Louis, MO (1994-2003)

Taxable Inventory Clerk

. Answer incoming phone lines and assist investment brokers with

questions and trade problems

. Balance and maintain Government Bond inventory on a timely and

accurate basis, updating prices, quantities and adding new inventory

purchases as received

. Review all retail trade tickets.

. Execute, match, and file all retail and dealer trades, checking for

errors, calculating new prices, and corrections

. Assisting traders and various internal departments as needed with

questions and problems

Contact this candidate