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Customer Service Manager

Location:
Fayetteville, NC, 28301
Posted:
October 15, 2010

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Resume:

J ustina E. Ford

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

Fayetteville, North Carolina 28301

Home: (910) - 978-6819

WORK EXPERIENCE

American Fidelity Life Insurance Company (02/15/09 - current) - Senior I nsurance Agent

Fayetteville, North Carolina/Leavenworth, KS U nited States

Supervisor: Marcus Chalfant - 843-***-****; Contact: Yes

Duties: Actively seeking own prospects in a competitive environment

Provided clients with customer service by providing information on products by telephone or in

person

Explained issues such as policy information, coverage amounts, and release of medical

i nformation

Determine initial prequalification in order to complete applications

Scheduled and rescheduled appointments to meet clients in person to further explain life

i nsurance and annuity products

Assisted clients with completion and accuracy of consumer application

Assisted clients with payment method utilizing mili tary pay system

Processed no hit reports in order to track and recover lapsed policies

Administrative support provided to General Agent by keeping accurate records of former clients

Administrative support provided to General Agent by viewing agents reports to ensure accurate

policy placement

Assisted in the t raining of agents by role playing, fighting objections, and joint briefings

Assisted insurance agents with state licensing requirements

The Guidance Center (08/20/2007 - 12/06/2008) - C PST C ase Manager

Leavenworth, Kansas U nited States

Lead Case Manager: Lea Bryant - 913-***-**** ; Contact: Yes

Duties: P rovided individual supportive counseling and solution focused interventions

for a caseload of 19 children

Accurately maintained scheduled appointments and acquired 21.5 contact hours a week

with clients

Evaluated the need of waivers in low-income families

Assisted with identifying strategies and t reatment options for children with various

mental disorders

Developed strengths assessment and crisis plan with the child, family, and other

natural supports

Updated T reatment plans for clients as needed

American Fidelity Life Insurance Company (08/15/2006 - 08/03/07) I nsurance Agent

Fayetteville, North Carolina United States

Supervisor: Marcus Chalfant - 843-***-****; Contact: Yes

Duties: Actively seeking own prospects in a competitive environment

Provided clients with customer service by providing information on annuities in person

and by telephone

Scheduled appointments to meet in clients homes to further explain and set up payment

accounts for retirement funds through m ilitary allotment or debit card.

Assisted in comprehension of retirement plan structure and accurately completing

consumer forms

Cardassi Counseling Psychological Services (01/03/2006 - 05/05/2006) - Intern

Fayetteville, North Carolina United States

Supervisor: Janet Cardassi - 910-***-****; Contact:Yes

Duties: Interviewed patient determining psychological needs

Electronically filed new patients in the data system

Reviewed treatment plans for psychological patients

Completed discharge forms for substance abuse patients

Presented information to employees on H IPPA laws and regulations

Assisted in the assessment of new patients(which included the M MPI )

Observed and assisted in the sex offender and cyber sex g roup sessions

Administered TONI-3 test to mentally challenge clients to

Assisted in determining the nonverbal intelligence and reasoning abilities of select

patients

Documented case notes for mentally challenged clients

Provided administrative support, monitoring phones and scheduling appointments

Maintained receipts to be tu rned over to accountant

E DUCAT ION :

Mount Olive College (08/25/2001 - 05/06/2006)

Mount Olive, North Carolina

Degree: Bachelor of Science - Major: Psychology

ADD I T I O NAL I N FOR MAT ION :

North Carolina State L icensed Life/Health/Accident Certification

Kansas State Licensed Life/Health/Accident Certification

Oklahoma State Licensed Life/Heath/Accident Certification

A rmy Family Team Building I Certification (AFTB I)

Growing Army Spouses Strong Certification (GSAS)

Battle Mind Spouses Training Certificate



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