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Customer Service Sales

Location:
Dallas, TX
Posted:
June 07, 2013

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Resume:

J. Cate Thompson

*** ******, *******, *****

214-***-****

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

PROFILE:

Highly Motivated, Organized, and Detail-Oriented Professional

Knowledgeable in Staff Training and Ongoing Staff Support

Providing Outstanding Customer Service Skills

Advanced Computer Knowledge, Emphasis on Database Management

EXPERIENCE:

United Healthcare, PCND, Richardson, Texas October, 2010-Present

Use pertinent data and facts to identify and solve a range of problems

Investigate non-standard requests and problems

Prioritizes and organizes own work to meet deadlines

Work closely with network account managers to solve contractual issues with providers

Educate new hires on job functions and duties, and provide quality assurance

Make outbound calls to providers as an outreach for network growth and retention

Load contracts and meet state requirements for contracting, and supporting the network

Executive Assistant, Adecco Lewisville, Texas February 2008-June 2008

Managed calendar, scheduled meetings and created agendas for EVP of a mortgage company

Processed all expense reports for EVP, AM and Supervisors

Answered phones and directed messages to appropriate parties

Managed corporate credit card and phone service for EVP

Ordered all new applications, hardware/software for new hires in Special Servicing

Handled all other clerical duties required by the Executive Vice President

Office Manager and Insurance Specialist/Worthy Insurance, Prosper, Texas June 2007-February 2008

Responsible for the daily operations of the agency

Quoting and issuing of all policies

Handle all customer issues, including billing and policy concerns

Handle all payments and deposits

New Agent Support/Farmers Insurance District 29 Dallas, Texas June2005-June 2006

Offered skills support and training for all new agents in the district

Assisted in training of new agents on the web based system for underwriting purposes

Processed changes for insured and new agent requests

Offered clerical support for the district team

Worked as a CSR at the agent level for 9 months in downtown Dallas, District 29

Assistant Underwriter/Admin. Assistant Pro-Texan Dallas, Texas May 2004- June 2005 Issued policies

Processed endorsements

Entered new submissions for Attorney’s Professional Liability Insurance

Answered incoming requests from agents and attorneys

Maintained client database using Microsoft Access

Handled bulk mailings

CSR/Receptionist Farmers Insurance Agency Prescott, AZ February 2004- April 2004

Provided exceptional customer service via telephone and walk in clients

Contacted lien holders and mortgage companies for policy updates

Forwarded all incoming calls to agency staff

Provided proof of insurance and Processed changes to policies

All aspects of clerical support for the agents in Life, Health, Auto and Home Insurance

CSR/Asst. Claims Liaison Infinity Insurance Company Dallas, June Texas 2001-Feb. 2004

Handled high volume of customer and agent inbound calls including billing questions and policy changes

Assisted Claims Liaison with adjuster support

Made outbound calls to verify accuracy of policies

Maintained logs for motor vehicle reports and loss history letters as well as claims complaints

Receptionist/Sales Support Superior Leasing Richardson, Texas 1998-1999

Handled multiple phone lines via computer system

Provided clerical support for 12 leasing agents and performed multiple tasks involved in customer service

Prepared advertising analysis on a monthly basis

Receptionist/ Thread Sales Melco/ZSK South, Inc. Plano, Texas 1997-1998

Handled multiple phone lines and all other clerical duties included in daily operation

Produced invoices and contracts for equipment sales

Assisted salesmen out of three offices

Handled all aspects of thread sales

Gift and Jewelry Supervisor House of 1776 Garland, Texas 1993-1995

Directed staff of four in a high-volume retail environment

Compiled sales figures and generated reports for owners

Planned interior design of gift and jewelry department

Opened and closed daily, duties including cash drawers

EDUCATION: High School Diploma 1993 Dallas Christian and some course work at CCCC



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