Customer Service Insurance

Stephanie V Daugherty

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

Sierra Vista, Arizona 85635

Home: 520-***-****

Highlights of Qualifications

Security Clearance – Interim Security Clearance

Customer Service – Over fifteen years experience of customer and personnel services

Computer Experience – Proficient with MS Office, Windows XP, databases, data processing, and

data mining the internet

Accounting – Performed accounts payable and receivable, audits, banking, and the analysis and

reporting of financial data

Training – Trained new employees and conducted performance evaluations on personnel

Flexibility – Extremely proficient in any high volume environment and under extreme pressure

Strengths – Hard working, fast learner, resourceful in the completion of projects, can execute

tasks within a short time, works well with others, and effective at multi-tasking

Administration and Management – Knowledge of management principles involved in strategic

planning, resource allocation, Human Resources modeling, leadership technique, production

methods, and coordination of people and resource.

Professional Experience

ManTech (04/26/2010 - Present) - Engineering Technician (Interim Security Clearance)

Fort Huachuca, Arizona

Duties: Collect, analyze, and data process test data with precision accuracy. Manually

collecting and recording test data; identify and collecting information/anomalies

for potential reliability Test Incident Reports (TIRS) inclusion, adjusting simple

test equipment, gathering records and engineering data such as tests and drawings;

maintaining and researching appropriate technical publications; reporting information

to supervisors regarding the status of previous operational failures and/or modifications.

Monitor both scheduled and unscheduled maintenance. Conducts necessary first-line

interface/liaison actions with operators, data collectors, engineers, technicians,

and other pertinent test team members. Operates a hand held radio in communications

with all manners of the test team personnel. Responsible to identify obvious systemic

shortfalls that fall within one of seven domains that include, but not limited to,

system and personnel safety, Human Factors Engineering Health Hazard, Training issues.

New Beginnings Child Development Center (June 2005 - Dec 2006) - Administrative Assistant

Fort Huachuca, Arizona

Duties: Served as a customer service representative for the daycare center. Operated

office automation equipment and various software packages. Maintained time and attendance.

Procure supplies, office equipment, office automation, and maintenance services.

Utilized Microsoft Office Word, PowerPoint, Excel, and Outlook on daily basis to

prepare a variety of correspondence, memorandums, briefings, statistical data, and processed

documents related to pay and coordinated daily activities. Received, updated, and

data based hundreds of customer reservations. Effectively used the Child Youth management

System CYMS database to update family information, shot records, and kept accountability

of children. Established and tracked tasks and maintained office files. Answered,

screened, and directed telephone calls, answered customer queries, settled disputes,

and successfully negotiated payments with others. Provided assistance to management

on personnel and budget procedural and processing requirements. Received, read and

routed incoming correspondence. Composed routine correspondence and responses regarding

training, reports, and other correspondence. Prepared referrals and arranged for

interviews at the request of management. Planned coordinated, conducted orientation

and made orientation appointments on a regular basis. Maintained management calendars,

scheduled appointments, managed office government hand receipt. Responsible for developing,

implementing & administering a comprehensive program to assist family members. Coordinator,

Develop/administer an integrated counseling and referral program. Collected and analyzed

information packets to ensure new customers were placed in the correct programs.

Collected maintained, analyzed data for planning and reporting purposes and prepared

reports required by governing regulations and by higher headquarters. Identified

program resource requirements and provide input for budget. Processed civilian personnel

actions and helped track background clearance checks. Trained new administrative

personnel on rules and regulations of the daycare center. Appointed Information Assurance

Security Officer IASO on behalf of the Director of Morale, Welfare, and Recreation

as the single point of contact for all aspects of Information Assurance in accordance

with governing policy, regulations & requirements.

Farmers Insurance (Oct 2004 - May 2005) - Receptionist

Sierra Vista, Arizona

Duties: Explained terms and conditions of insurance policies and calculated premiums.

Obtained and provided information when claims were made. Prepared paperwork for the

cancellation of insurance policies at the customer’s request. Answered multiple phone

lines, transferred phone calls, coordinated and recorded customer appointments. Solicited

hundreds of accounts, obtained and provided information when claims are made. Collected

and handled payments by cash, check, credit cards, and money orders daily, updated

district databases to reflect payments received. Performed accountability and deposited

all earnings for the company on a daily basis. Effectively used Microsoft Office

to developed new office documents based on customer and office efficiency. Received

and exported large quantities of important packages and documents by U.S. mail and

other carriers. Sorted and distribute mail to correct agents on a daily basis. Received

corrected and updated payment plans, data entries, and customer information.

Auto Insurance Network (Jan 2004 - Aug 2004) - Agent and Customer Service Representative

Clarksville, Tennessee

Duties: Customized complex insurance programs to suit individual customers and often

covering a variety of risks. Sold various types of insurance policies to businesses

and individuals on behalf of insurance companies to include automobile, fire, and

property. Utilized Microsoft Office on a daily basis to file, maintain, and update

insurance policies. Calculated premiums and establish payment methods. Communicated

with customers to resolve complaints, settle disputes, resolve grievances, and conflicts.

Screen clients to determine the type of assistance required and to identify qualifications,

interests, potential, and advised clients of policies. Interviewed prospective clients,

researched multiple databases to provide best insurance policy based on customer

financial resources and the physical condition of the property to be insured. Advised

policyholders on insurance programs and suggested changes that guaranteed customers

satisfaction. Explained features, advantages, and disadvantages of various policies

to promote the sale of insurance policies. Performed administrative tasks, such as

maintaining records and handling policy renewals. Inspected property by examining

its general condition, type of construction, age, and other characteristics to decide

if it is a good insurance risk. Planned and overseen incorporation of insurance programs

into bookkeeping system of company. Explained necessary bookkeeping requirements

in order to implement and provide group insurance program to customers. Networked

to find new customers and generate lists of prospective clients. Answered multiple

phone lines, transferred phone calls, coordinated and recorded customer appointments.

Augustine Insurance and Financial Services (June 2001 - Dec 2003) - Agent and Financial

Assistant

Clarksville, Tennessee

Duties: Communicated and delivered Insurance policies to customers, managed title

loan and pawn, conducted check cashing, and payday advances. Directed and trained

new employees on administrative data bases, policies, claims, and proper customer

care. Provided counseling on personal development required to qualify for vacancies

in the insurance market; advise on long range career options. Provided assistance

on resumes or application preparation and interviewing techniques. Customized insurance

programs to suit individual customers, often covering a variety of risks. Perform

administrative tasks, such as maintaining records and handling policy renewals. Developed

marketing strategies to compete with other individuals or companies who sell insurance.

Analyzed insurance programs to suggest features, advantages and disadvantages of

various policies to promote sale of insurance plans. Looked for new clients and developed

clienteles by networking to find new customers and generate lists of prospective

clients. Collected on numerous delinquent accounts by effectively communicating with

customers orally and by correspondence. Managed a complex record and filing system

of loan and advance accounts. Determined loan rates, developed repayment plans, and

determined collection decision on a daily basis. Balanced and reconciled various

control accounts involved with the accounts payable record keeping system. Reconciled

financial aid information after aid was awarded. Maintained and reconciled cash fund

balances. Prepared detailed reports for control and reporting of federal funds. Processed

loan applications and made underwriting decisions that complied with federal, state

and local laws. Data based and filed all customer transactions. Planned and executed

all marketing and collection activities. Completed daily, weekly, and monthly reports

and audits.

EDUCATION:

College/University

Colorado Technical University (2009 - Still Attending)

Colorado Springs, Colorado

United States

Degree:

GPA: 3.3 out of 4.0

Semester Hours Earned: 46

Description: Business Administration

Courses Completed: Personal Finance Concepts,

Psychology, Business Algebra, Professional Communications, Business Math, Principles

of Business, English Composition I, English Composition II, Microeconomics

High School

Moanalua/Aiea

Moanalua, Hawaii

United States

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