Customer Service Insurance Agent

Stephanie Lynn Turner

**** ********* ***** ** ***** Rapids, Iowa 52404

319-***-****

abiw9h@r.postjobfree.com

Objective

To obtain an entry level position where I can use my computer, clerical, and customer service

skills to contribute to my own personal advancement as well as the advancement of the

company.

Professional Skills

Microsoft Office Filing/Editing Telephone Skills

Microsoft Windows Typing (50+ wpm) 10 Key Calculator

Microsoft Outlook Office Procedures Customer Service Skills

Education

Radioman “A” School, United States Navy

Life, Accident, and Health Insurance Producer’s License in all 50 states

Introduction to Computers, Kirkwood Community College

Employment History

Service Representative, Aegon USA, Cedar Rapids, Iowa

Was responsible for compiling and reviewing data to perform administrative duties associated with obtaining needed

requirements and information from underwriting, and agents for issuance of life insurance policies. Core duties

included examining correspondence, applications and legal documents to assure accordance to company regulations,

state laws, and NASD/SEC regulations, routing risk involved matters to underwriters, following up on administrative

requirements, entering, updating, and verifying data in computer systems, providing exceptional customer service to

external and internal customers. Exceeded all productivity and quality expectations.

Insurance Agent/Telephone Services Representative, PRC, Cedar Rapids, Iowa

Represented Gerber Life through inbound and outbound call processing. Responsible for

selling new insurance policies to both prospective and existing customers based on ability to

build customer relationships through rapport-building, listening skills, engaging the customer

and building trust. Achieved all sales goals.

Tax Preparer, Jackson Hewitt Tax Services, Moline, IL (Temporary Assignment)

Position required a working knowledge of the tax preparation business, and successful

completion of basic tax law knowledge test. Duties included conducting thorough in-person

interviews, completing all related tax forms in accordance with company policies, and in

compliance with state and federal legislation, auditing all tax return forms for accuracy and

completeness, assisting with general office support such as filing, and mailing. Additionally

required to research tax related questions and issues and respond in a timely manner, and

effectively resolving complaints.

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