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Insurance Service Representative

Location:
Lakewood, OH, 44107
Posted:
June 25, 2023

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Original resume on Jobvertise

Resume:

Jason Davis

**** ********

Lakewood, OH *****

216-***-****

Objective: To achieve a challenging position with an organization where I can practice and develop my

professional skills.

Work Experience:

Vitamix January 5, 2015 to present

Work the assembly line putting together Vitamix blenders.

Lenscrafters October 1, 2004 to present

Help customers choose styles of frames for new prescriptions given by doctor.

Generate lenses based on prescription given.

Ensure glasses are the prescription that was prescribed by physician.

Wells Fargo Home Mortgage June 5, 2013 through December 19, 2014.

Call out to customers to obtain documentation to assist with getting a modification on their

loan.

Call customers with the decision of obtaining a modification.

Help Real Estate agents with the short sale process.

Followed guidelines for calling requirements to customers.

Legal Images January 3, 2012 to May 30, 2013

Delivery of copy jobs for corporations.

Sales experience Outbound sales calls for business expansion.

Bank of America November 11, 2011 to December 30, 2011

Customer Service Representative.

Provided excellent customer service

Processed inbound inquiries from customers to assist them with their credit cards.

Provided customers with the correct products to help them meet their financial goals.

Ohio Savings Bank, A Division of NYCB October 30, 2000 to September 28, 2011.

Deposit Service Department

Provided excellent customer service on all inbound and out bound calls

Trained new associates that came into the department.

Reviewed Trust accounts to verify the payees on estate accounts.

Verified the coding on IRA accounts.

Verified that Safe Deposit Box changes were processed.

Funded IRA accounts.

Full processing of New Accounts.

Processed the full closing of accounts.

Processed escheatment accounts.

Force closed accounts that were overdrawn.

Took ownership and processed incoming mail.

Monitored the dormant activation report for the New York Branches.

Skills:

Proficient in Microsoft Excel

Proficient in Microsoft Word

Type 55 words per minute

Education:

Lakewood High School Graduated 1992.

Attended a vocational accounting class my junior year.

Hobbies:

I enjoy reading, working with computers and bike riding.



Contact this candidate