J. Cate Thompson
***********@*****.***
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