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Insurance Agent Customer Service

Location:
Cumming, IA
Salary:
58000
Posted:
January 20, 2024

Contact this candidate

Resume:

TIFFANY

BEECK

shannontgirl****@gmail.

com

515-***-****

Ankeny, IA 50023

Newly licensed Makeup Artist with 1 years of experience. Fast-learner, ambitious and dependable. Skilled in beauty transformations.

Persuasive Licensed Insurance Agent with expertise in assessing client needs, advising on coverage options and monitoring insurance claims. Energetic and communicative professional. Dedicated to developing meaningful client relationships and offering best solutions for coverage. Proficient and caring nursing team member offering outstanding patient-facing experience. Adapt at addressing patient needs with compassionate care and attention to detail. Diligent about maximizing satisfaction, safety and wellness while serving patients of all backgrounds. Hardworking Consultant gifted at turning prospects into clients and Engaging, personable and focused on delivering exemplary customer service. Outstanding motivator with adaptable communication style and success in collaborating across organizational levels for Team and myself.

PROFESSIONAL SUMMARY

Owner - Permanent Makeup Artist

ANKENY, IA • 06/2022 - Current

Ketelsen Davis Agency - Insurance Agent

Des Moines, IA • 05/2018 - 08/2022

WORK HISTORY

Built strong and lasting rapport with clients through consistent delivery of requested services and exceptional results.

Educated clients about products and self-maintenance for healing for Microblading, Lip-blushing and Eyeliner Tattoo based on needs and preferences.

Consistently received positive performance reviews from guests.

Answered phone calls and emails to schedule client appointments.

• Sanitized and organized station and tools.

Kept detailed records of customer information and

services provided .

SKILLS

• Industry Standards

• Work Station Cleaning

• Digital Recordkeeping

• Eyebrow Shaping

• Color Principles

• Accounting and Billing

• Providing Feedback

• Developing Referrals

• Workflow Efficiency

• Permanent Makeup

Effective Customer

Communication

• Detail-Orientated

Adaptable to Changing

Client Needs

Problem Anticipation and

Resolution

• Supply Ordering and

Maintenance

• Vital Signs Collection

Output Monitoring and

Reporting

• Observation Documentation

• Patient-Focused Care

• Medical Recordkeeping

• Laboratory Testing

Medical Terminology

Knowledge

• Universal Precautions

Documentation Procedures

Expertise

Empathy and

Compassionate Care

• Phlebotomy Training

• Managing Routines

• Calm Under Stress

• CNA Certification

• Patient Safety Management

Marketing Strategy

Development

• Quotes and Sales

• Client Prospecting

• Administrative Support

• Underwriter Collaboration

Claims Information

Gathering

• Policy Renewals

• Insurance Policy Sales

• Client Needs Analysis

• Lender Relationships

Customer Complaint

Resolution

• Agent Support

Credit and Debt Card

Processing

Professional

Correspondence

Customer Service and

Assistance

• Legal Terminology

• Performance Feedback

Northwestern Mutual - Life Insurance Sales Assistant West Des Moines, IA • 10/2016 - 05/2018

Maintained high standards of customer service by

building relationships with clients.

Responded to customer calls swiftly to resolve issues and answer questions.

Determined client needs and financial situations by listening and scheduling fact-finding appointments.

Approached potential clients by using direct marketing mailings and phone contacts.

Sold auto, home, life and other various insurance

products to individuals within assigned territory.

Obtained underwriting approval by completing

application for coverage.

Built relationships with clients using active listening and issue resolution to provide excellent service.

Upsold additional products and services after identifying customer needs and requirements.

Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales.

Enhanced insurance agency reputation by

accommodating new and different requests and by

exploring opportunities to add value.

• Finalized sales and collected necessary deposits. Met with customers to provide information about

available products and policies.

Conducted annual reviews of existing policies to update information.

Worked with sales team, I was sales leader/Manager to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Created sources for continuous client referrals within community and with businesses using extensive

networking skills.

Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and

increase sales.

Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.

Sought out new clients and developed client

relationships through networking, direct referrals, lead

DMACC

ANKENY

No Degree: Certified Nursing

Assistant /Phlebotomy

DMACC

Ankeny

No Degree: Life Insurance,

Property & Casualty License

Southeast Polk High School

Pleasant Hill, IA • 06/2002

High School Diploma

EDUCATION

Mercy NICU - Certified Nursing Assistant

Des Moines, IA • 09/2013 - 01/2015

databases and cold calling.

Handled outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.

Drove team revenue totals by bringing in top sales numbers. Had 15-20 Insurance agents to manage and

help reach these totals.

Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.

Displayed consistent, positive attitude towards

customers, peers and other personnel, even during

high-stress situations.

• Finalized sales and collected necessary deposits. Calculated premiums and established payment methods for sales.

Collected premiums on or before effective date of

coverage.

Remained impartial in order to advise clients based on circumstances.

Identified and solicited sales prospects in agency databases.

• Collected, analyzed and validated agency commissions. Met and exceeded revenue goals through generating new leads and identifying new clients.

Recommended type and amount of coverage based on

analysis of customers' circumstances using persuasive sales techniques.

Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of

application process.

Transcribed sensitive documents with complete

confidentiality.

Recorded information using word processing, dictation and transcription software and equipment.

Followed all HIPAA rules and regulations regarding patient confidentiality.

• Transcribed and edited physician reports from dictation . Worked cohesively with physicians and other clinical staff to complete transcriptions.

• Corrected grammar, spelling and syntax mistakes in Methodist Hospital - Certified Nursing Assistant

Des Moines, IA • 06/2003 - 11/2012

medical records.

Demonstrated excellent skills to understand diverse accents and dialects.

Maintained security and privacy of records to protect patients and providers.

Accurately documented medical dictation to record

patient care records.

Reviewed documentation for compliance with

requirements and accuracy of information.

Documented patient medical histories, vitals and test results in electronic health records system.

Verified signatures and checked medical charts for accuracy and completion.

Scanned and filed medical records in alphabetical order to maintain organized and up-to-date filing system.

• Managed and updated donor information in databases. Effectively communicated with client's health

information management department contact to

correctly interpret assignments and details.

Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.

Promoted good oral and personal hygiene by aiding

patients with shaving, bathing and teeth brushing.

Checked patient vitals such as temperature, blood

pressure and blood sugar levels.

Assisted with feeding and monitored intake to help patients achieve nutritional objectives.

Delivered individualized patient care by recording vital signs, documenting observations, administering

treatments and evaluating patient needs.

Offered immediate assistance in emergency and routine paging situations to evaluate needs and deliver care.

Obtained client medical history, medication information, symptoms and allergies.

Obtained biological specimens for ordered tests and prepared for laboratory transport.

Maintained patient stability by checking vital signs and weight and recording intake and outtake information.

Checked supply availability and laid out instruments for C-section and Vaginal Deliveries as well as circumcision

Hyvee - Customer Service Cashier

Des Moines, IA • 06/2000 - 10/2003

Resolved customer complaints and maintained clean and tidy checkout area.

Enabled customers to feel welcomed, important and

appreciated by answering questions about products sold throughout store.

Maintained customer satisfaction with quick and

professional handling of product returns.

Handled approximately daily credit and cash transactions for customers with accuracy and speed.

• Sold lottery tickets

• Completed file maintenance log for price discrepancies. Performed cash, card and check transactions to complete customer purchases.

Operated cash register to record transactions accurately and efficiently.

Used POS system to enter orders, process payments and issue receipts.

Maintained current knowledge of store promotions and highlighted sales to customers.

Checked identification for proof-of-age for alcohol and tobacco sales.

Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies.



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