Post Job Free

Resume

Sign in

Customer Service Insurance Agent

Location:
Lawrenceburg, TN, 38464
Posted:
February 15, 2024

Contact this candidate

Resume:

Jennifer Self

Banker/Licensed Insurance Agent

Lawrenceburg, TN 38464

ad3ne4@r.postjobfree.com

+1-256-***-****

Willing to relocate: Anywhere

Authorized to work in the US for any employer

Work Experience

Licensed Agent

Hall Insurance - Lawrenceburg, TN

August 2022 to Present

Licensed Insurance Agent

Marty Hinton State Farm - Florence, AL

February 2022 to June 2022

Licensed Insurance Agent duties and responsibilities included exceptional customer service support; Handling important phone calls and walk-in services; Offering competitive rates and listening for information to provide adequate coverage for individuals and households; Inputting customer's requests for cancellation and policy changes; Insurance claims; Providing declarations and proof of insurance; Mortgagee changes; Precise cash handling for payments and protecting confidential information pertaining to credit cards and bank account information; Meeting and greeting customers; Offering discounts to assist customer's financial needs to help save money, etc. Customer Service Specialist

Tom Jones Insurance Agency

July 2021 to February 2022

Customer service duties; Promptly answering calls regarding insurance questions and directing customer to appropriate agent; Inputting customer's requests for cancellation and policy changes; Faxing and/or emailing insurance declarations and proof of insurance as needed; Filing claims appropriately; Receiving payments via phone or in person, etc.

Receptionist

Sinclair-Lawrence & Associates Insurance - Muscle Shoals, AL June 2020 to June 2021

• Receptionist duties; including, but not limited to, answering phone calls and taking messages; taking payments and maintaining cash drawer and bank deposits; checking P.O. box daily with corresponding mail; scanning and attaching documents to correct policies; etc. I also maintain my Life and Health Insurance License and would like to obtain a Property & Casualty license. I have knowledge of commercial insurance documents, as well as, property and casualty. Well known for my customer service performance and experience.

• Front office and front desk

• Greeted visitors, customers and guests as they entered

• Answered the phone for a company of over 3 employees

• Collected and processed payments and cash

• Documented financial data

Financial Relationship Consultant

Regions Bank - Rogersville, AL

April 2019 to February 2020

I was introduced to a position at Regions Bank as a Financial Relationship Consultant, as well as, a cash line/Teller role. My responsibilities included, but were not limited to, daily deposits and withdrawals, including loan and credit card payments; maintaining and balancing my cash drawer; assistance with the vault and safety deposit boxes; Western Union; money orders and cashier's checks; opening and closing accounts; annuities and retirement recommendations; mortgage referrals; daily phone calls to customers with updated information on products and services; signature loans and credit card applications; notary public service, etc.

Teller II

SunTrust Bank - Lawrenceburg, TN

August 2016 to January 2017

Participated in formal training at SunTrust University in Nashville, TN. My abilities and skills include, but are not limited to, professional customer service, precise cash handling, daily transactions with data entry, interactions at the drive thru and inside, answering phone calls, promoting sales and services offered by the company, maintaining and balancing cash flow with fast, friendly service. Certified Pharmacy Technician

Rite Aid Pharmacy - Mount Pleasant, TN

January 2016 to May 2016

I attended Columbia State Community College for my certification. Responsible for two cash registers, cash handling and credit/debit card transactions; data entry; filling and maintaining prescriptions; answering phone calls from doctors and customers; inventory, etc. Part-time Teller

THE BANK OF WAYNESBORO - Lawrenceburg, TN

August 2014 to July 2015

for the Lawrenceburg and Waynesboro branch of the bank

• Working drive through and inside bank where needed

• Cash handling

• Data entry

• Perform cash management by maintaining appropriate cash limits

• Customer service

• Balance cash drawer at the end of each shift

• Accept and process loan payments

• Cashier's checks

Teller

SunTrust Bank - Lawrenceburg, TN

October 1996 to May 1997

Conducted cash transactions during high volume intervals

• Upheld confidentiality with all accounts

• Assisted each customer accurately and responsibly

• Developed personal yet professional relationships with customers

• Embraced teamwork to positively interact with co-workers Education

High school diploma

LAWRENCE COUNTY HIGH SCHOOL - Lawrenceburg, TN

1995

Skills

• My most significant skills and traits are honesty, attentive listening and the ability to multi-task while remaining detail oriented. I have fluent typing skills and experience in customer service and money transactions. I am prompt to understand, think, and learn important information pertaining to any duties assigned to me.

• Pharmacy Technician Experience

• Banking

• Cash Handling

• Phone Etiquette

• Data Entry

• Insurance Sales

• Communication skills

• Customer service

• Time management

Certifications and Licenses

Life and Health Insurance License

September 2019 to August 2021

Property & Casualty License



Contact this candidate