Customer Service Representative
Resume:
BARBARA SIMON
Cottage Grove OR 97424
PROFESSIONAL HIGHLIGHTS
Strong hands-on, skill and experience in all aspects of clerical/office
duties. Proven ability for team leadership, especially focused on
planning, safety and staff projects. Able to create or improve efficiency
and develop time saving methods.
WORK EXPERIENCE
Matrix Absence Management / Clerical Technician
7/25/11 to 6/14/13
Duties. Paperless company. Receive in-coming mail; open, sort, scan and
attach to claimants in data base. Process incoming checks; add to
spreadsheet, email adjusters, and attach copy to claimant in data base.
Process all outgoing mail through postage machine. Back up receptionist
when needed. Other duties as assigned.
Valley Oaks Insurance Agency / Communications Director 7/12/05
to 8/14/08
Duties. Paperless company. Answer phones; greet customers; post
commissions; scan all mail and attach to customer and carrier accounts in
Applied System creating activity to Customer Service Representative (CSR)
or Producer; attach faxes to customer and carrier accounts in Applied
creating activity to CSR or Producer; letters to customers and carriers
regarding non-renewals and cancellation warnings; create spreadsheets.
Create applications, some experience creating certificates. Other duties
as assigned.
CalStaff Employment Services
Temp to Valley Sierra Insurance
5/17/05 to 6/24/05
Duties. Assist CSR in all aspects of daily tasks. Purge files. Create
activities in Applied System and update client's information. Check
policies on Applied System for accuracy and mail out copies to insured.
Other duties as assigned.
James Nelson Farmers Insurance / Receptionist
3/15/05 to 5/16/05
Duties. Send Renewal and Expiration Notices to clients, using Farmers
Dashboard mail merge; make spreadsheet for follow up calls. Call clients
to thank them for their business and schedule appointments to update their
policies. Add new clients to database. Compile Flood Determinations,
complete applications and send to Farmers Flood for processing. Other
duties as assigned.
SOFTWARE AND OTHER
Extensive knowledge in Applied/TAM, iCE, MSWord and Excel, Multi-line phone
and Dictaphone experience.
Contact this candidate