Insurance Customer Service
Resume:
Michelle Mathey
Milwaukee, Wisconsin 53214
acygaf@r.postjobfree.com
PROFESSIONAL SUMMARY
Licensed insurance representative
SKILLS
Ability to work independently to plan, set priorities, and organize work. Excellent oral and written communication skills. Experience with social media platforms, including but not limited to Facebook,Twitter,Google, LinkedIn,etc. Experience using a wide range of digital devices such as smartphones,tablets,and laptop computers. Experience with PC software applications (Microsoft Office Suites, Internet Explorer, etc. WORK EXPERIENCE
10/2016
to
present
Pink Mocha Cafe
Hartland, Wisconsin
Cashier, Sales
• Maintain clean and orderly checkout areas and complete other general cleaning duties, such as mopping floors and emptying trash cans.
• Offer customers carry-out service at the completion of transactions.
• Process merchandise returns and exchanges.
• Receive payment by cash, check, credit cards, vouchers, or automatic debits.
• Greet customers entering establishments.
• Issue receipts, refunds, credits, or change due to customers.
• Stock shelves, and mark prices on shelves and items.
• Supervise others and provide on-the-job training. 4/2014
to
12/2016
Paul R. Rathkamp Agency
Milwaukee, Wisconsin
Licensed Sales and Office Manager
Sales and Marketing, Customer Relations, Agency Office Operations, Schedule/Confirm appointments for Agent and Sales Staff, Respond to inquires, issues and complaints, Maintain high customer service standards to attract and retain customers, Advise customer of claims and billing policies and procedures as needed, Ongoing CE classes to maintain proper insurance Iicenses, Manage agency correspondence as required, Discuss insurance product offerings with current and potential customers. 9/2013
to
4/2014
Hire Group LLc
Milwaukee, Wisconsin
Licensed Insurance Office Assistant
• Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
• Calculate premiums and establish payment method.
• Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
• Confer with clients to obtain and provide information when claims are made on a policy.
• Contact underwriter and submit forms to obtain binder coverage.
• Customize insurance programs to suit individual customers, often covering a variety of risks.
• Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
• Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
• Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
• Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
• Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
• Perform administrative tasks, such as maintaining records and handling policy renewals.
• Plan and oversee incorporation of insurance program into bookkeeping system of company.
• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
• Select company that offers type of coverage requested by client to underwrite policy.
• Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
3/2012
to
9/2013
Farmers Insurance Group
Brookfield, Wisconsin
Licensed Insurance Producer
• Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
• Calculate premiums and establish payment method.
• Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
• Confer with clients to obtain and provide information when claims are made on a policy.
• Contact underwriter and submit forms to obtain binder coverage.
• Customize insurance programs to suit individual customers, often covering a variety of risks.
• Develop marketing strategies to compete with other individuals or companies who sell insurance.
• Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
• Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
• Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
• Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
• Install bookkeeping systems and resolve system problems.
• Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
• Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
• Perform administrative tasks, such as maintaining records and handling policy renewals.
• Plan and oversee incorporation of insurance program into bookkeeping system of company.
• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
• Select company that offers type of coverage requested by client to underwrite policy.
• Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
11/2004
to
3/2012
Allstate Insurance Company
Milwaukee, Wisconsin
Licensed Insurance Support Staff
• Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
• Calculate premiums and establish payment method.
• Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
• Confer with clients to obtain and provide information when claims are made on a policy.
• Contact underwriter and submit forms to obtain binder coverage.
• Customize insurance programs to suit individual customers, often covering a variety of risks.
• Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
• Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
• Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
• Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
• Perform administrative tasks, such as maintaining records and handling policy renewals.
• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
• Select company that offers type of coverage requested by client to underwrite policy.
• Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
CERTIFICATIONS, LICENSES, AWARDS
Property and Casualty, Life Insurance License
Contact this candidate