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Customer Service Administrative Assistant

Location:
Euclid, Ohio, United States
Salary:
15.00 hr
Posted:
August 30, 2017

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DEBORAH LYONS

***** ***** ***., ******, ****, US 44123 / (H)440- ***- **** / ac126m@r.postjobfree.com Professional Summary

• Administrative Assistant with over ten years of experience providing efficient and skillful support to Insurance Agents, Home office employees and Brokerage staff.

• Skilled Administrative Assistant, years of experience in the life insurance industry handling policy holder service, licensing, completion of applications and running illustrations.

• An Energetic self-starter who is creative and can work independently or with a team. Is enthusiastic when it comes to work and can maintain a positive attitude under changing work circumstances. Possesses good work ethics that make long-term relationships with customers possible.

• An Administrative Assistant professional who is knowledgeable in Insurance, Customer Service tools, processes and techniques. Proficient in MS Word, Excel, and Outlook. Has certification in: Customer Service. Experience

Administrative Assistant

21st Century Financial – Beachwood, Ohio 44122 November 2010 - January 2017

• Maintained contact with new and existing clients as instructed to process new business, handle existing policy service and acquire new appointments.

• Put together life Insurance illustrations, applications and any necessary paperwork for upcoming appointments.

• Ordered all necessary exams/labs for clients.

• Communicated with the life insurance carriers to check on status of cases and handle all requirements necessary to get policy issued.

• Managed bills, policies, invoices, checks and contracts.

• Answered inquiries and responded to requests by accessing computerized financial information.

• Served as primary customer service professional to receive direct sales calls and customer support issues.

• Explained to clients the terms and coverage of Insurance provided in line with industry regulations.

• Maintained a clean and orderly reception and lounge area.

• Greeted and provided exemplary customer service to visitors, VIPs, vendors, and interviewees.

• Processed rebates, reports and check requests for clients.

• Successfully obtained signatures for all important documents such as financial, internal and external invoices. Administrative Assistant

Gray & McCrone – Beachwood, Ohio 44122 May 2015 – January 2017

• Maintained a clean and orderly reception and lounge area.

• Greeted and provided exemplary customer service to visitors, VIPs, venders and interviewees.

• Scanned all invoices, posted and filed all checks in accordance with established policies in our accounting software.

• Ensured prompt and accurate payments and updated vendor files.

• Posted cash checks to client accounts.

• Posted customer payments.

• Entered invoices into the accounting software each day. Policy Holder Representative

Berson-Sokol Agency – Beachwood, Ohio 44122 April 1999 – June 2009

• Maintained a clean and orderly reception and lounge area when filling in for the receptionist.

• Served as primary customer service professional to receive direct sales calls and customer support issues.

• Explained to clients agents the terms and coverage of Insurance provided in line with industry regulations.

• Answered, screened, and routed inbound phone calls to appropriate department or recipient.

• Entered information into a customer relations database and maintained spreadsheets and other documents.

• Answered telephone inquiries.

• Processed all life/annuity/LTC policies for delivery, handled all policy service questions and processed all licensing for agents writing business with our brokerage firm.

Education

High School Diploma

Collinwood High School – Cleveland, Ohio 44110 1977 CCSP (Charted Customer Service Professionals) Certified



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