Customer Service Insurance

Heidi Morton

Office Manager

Belton, MO *****

***.***********@*****.*** - 605-***-****

I am looking for a fulfilling career that constructively challenges me while providing opportunity for growth and advancement; a position benefiting individuals and the community by promoting productive changes while creating and participating in a positive work environment.

WORK EXPERIENCE

Licensed Office Manager

American Family Insurance - Independence, MO - October 2014 to Present Servicing both current clients and potential clients by assessing individual needs, educating clients, and taking the opportunity to cross-sell when it arises. Maintain a considerable client list with exemplary customer service and the ability to resolve conflicts, creating a higher retention rate. Provide input and training for new staff members. Oversee scheduling of staff and agent. Chosen as only ASM in the district to be a part of a state-wide Change Management Network Office Manager

American Family Insurance - Leawood, KS - April 2014 to August 2014 Hired by an agent new to the insurance industry, I provided excellent customer service and care for a large book of clients; performed policy maintenance work including requested changes, billing issues, insurance reviews, and policy corrections. Produced additional revenue by cross-selling from current book as well as following up on leads. Monitored multiple-line phone system, office schedule, and quickly learned all policy software. Delegated responsibilities to agent and assistant.

Office Manager

Farmers Insurance - Belle Fourche, SD - March 2012 to December 2013 Returned to an office position after being a stay-at-home mother for 8 years. I was hired to assist the agent in a multi- faceted insurance office. The agent became ill shortly after I was hired, and was unable to work. I tended all office duties, including scheduling daily appointments, maintaining a working calendar, apprising the agent of any issues. Management of the office included pursuing new clients and explaining benefits and coverages, assisting existing clients with their current policies, administer any requested and/or required changes to policies money management and daily deposits, maintaining supplies, and successfully dealing with all issues within the office. Office Manager/Personal Assistant

AFLAC - Belle Fourche, SD - March 2004 to September 2004 Maintain and arrange working insurance office. Answer multiple phone lines and general questions. Organize, count and maintain inventory and order office supplies. Update and organize all business and client files. Work with hospitals and clients to file insurance claims. Coordinate insurance agents as necessary and assist Agents with any and all work.

EDUCATION

Bachelor of Science in English

Black Hills State University - Spearfish, SD

May 2007

*I am currently licensed to sell Property, Casualty, and Life insurance in Missouri, Kansas, and South Dakota. I am willing to obtain non-resident licenses in other states.

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