Customer Service Insurance

Kathryn A. Murphey Policy Administrative Specialist

***********@*****.*** 216-***-**** Lakewood, Ohio 44107

A dynamic and skilled professional dedicated to providing exceptional customer service while being a driving force in achieving company objectives. Possess knowledge of insurance policies and insurance related products that enable the ability to up-sell items that meet customer needs, capturing an increase in sales and revenue. Experience performing administrative duties to facilitate daily functions. Strong ability to prioritize to successfully tackle multiple projects. Areas of Expertise include:

Insurance Knowledge

Administrative Support

Customer Service

Business Development

Relationship Building

SalesForce CRM Knowledge

Reports & Documentation

Staff Training & Leadership

Problem Resolution

Professional Experience

Roundstone Management Ltd. Lakewood, Ohio June 2012 – April 2017

Developed and evolved the Policy Administrative Specialist position

Policy Administrative Specialist

Provided superior service to customers and existing policy holders, increasing retention and renewal of policies. Maintained knowledge regarding company insurance policies and services to make recommendations to suit customer needs and respond to all inquiries. Assisted Medical Stop Loss Group Health Insurance underwriters with census preparation, premium discounts and final pricing. Utilized ESL system to accurately input quote information. Coordinated all documentation to bind coverage and prepared policies for sold groups. Ensured accurate and up to date information in SalesForce system.

Key Accomplishments:

Monitored up to 192 group policies at once while keeping spreadsheets and internal systems up to date.

Improved proficiency and operational output while training all new incoming employees.

River Financial Group Westlake, Ohio May 2007 – June 2012

Managed logistics of day to day operations to ensure smooth functioning of business.

New Business Coordinator

Oversaw all life and property/casualty policies and processed life, disability income and long term care applications. Identified and managed property/casualty changes. Provided quotations and illustrations to the agents for all life, disability income and long term care requests. Processed applications for all BOLI (Bank Owned Life Insurance) and TOLI (Trust Owned Life Insurance) clients including ordering and tracking APS requirements and ordering of medical requirements. Acted as a team player performing tasks in absence of colleagues and performing administrative functions.

Key Accomplishments:

Ensured that all agents maintained current licenses for non-resident states.

Communicated effectively with all policy holders and ensured the delivery of quality customer service.

Chisholm & Associates Insurance Agency Westlake, Ohio September 1998 – April 2007

Served as a personal assistant to Warren F. Chisholm, III, CLU, CFP, the late owner of the agency.

Executive Assistant

Handled all life, health, disability and long term care quotations by rating with provided software. Performed follow up processes as needed by matching issuance output to files and verifying correspondence. Managed all broker requests for Group Health Insurance. Coordinated and managed all personal Health EOB’s for Grandfather of new President of the Agency. Entered and retrieved information of varying complexity using appropriate computer system applications to update records, process insurance applications and obtain information for other brokers.

Key Accomplishments:

Delivered excellent service to underwriting partners by achieving and maintaining time service standards and supporting the company’s growth, profit and retention goals.

Analyzed new or renewal policies against the binder and the expired policy for accuracy.

Additional Career History

Secretary, Lakewood Board of Education, Lakewood, Ohio

Personal Assistant, Stuart Insurance Agency, Lakewood, Ohio

Insurance Coordinator, Warnkin-Dillman & Associates Insurance Agency, Lakewood, Ohio

Insurance Coordinator, Manulife Insurance Company, Lakewood, Ohio

Administrative Assistant, Penn Mutual Life Insurance Company, Lakewood, Ohio

Licenses

Property & Casualty Agent License

Hondros College, Independence, Ohio

Life & Health Agent License

Hondros College, Independence, Ohio

Technical Skills

Microsoft Office, Word, Excel, Access, Outlook, SalesForce CRM

Contact this candidate