Nichelle L. Jackson

**** * **** **. ************, In 46226 ad47yg@r.postjobfree.com 317-***-**** EDUCATION

Bachelor of Arts Walden University Minneapolis, MN June 2012 Major: Mass Communications Minor: Creative Writing Goal

To obtain permanent or temporary employment during the day with a stable company

(preferably an executive assistant, receptionist, leasing, sales, or customer service position), This way, I can still do insurance at home in the evenings and weekends. Work Experience

Current Owner of Nichelle Jackson Insurance Agency”-Insurance So You Can Exhale” Powered by Reli Exchange- February 2024 - Current

• Online insurance quoting and binding of personal lines insurance which includes auto, home, renters, boat, motorcycle, mobile home, RV, and modular homes.

• Prospecting online and in person

• Quoting through a rater system powered by Reli Exchange

• Entering current insurance information and comparing with new quotes with several companies

• Processing claims request

• Binding and issuing policies

• Marketing and Promoting my business to clients in Indiana and Illinois for now

• Keeping spreadsheets and follow-up calls to prospects Bering CPA- Receptionist through Robert Half March 1- March 15 th,

2024

• Welcomed clients and answered phone calls.

• Collected and copied tax documents.

• Uploaded documents to Onvio – a secure site for the CPA to keep.

• Presented prepared tax documents to clients to sign.

• Cleaning and restocking Items, and light housekeeping

• Filing and rearranging files

Nichelle L. Jackson

8044 E 48th St. Indianapolis, In 46226 ad47yg@r.postjobfree.com 317-***-**** Previous Employment continued

Clear Spring Insurance – Administrative Assistant to CFO -=June to July 2024

• Took notes of company meetings

• Created combined spreadsheets of combined documents.

• Created PowerPoint presentations introducing everyone and their position.

• Sent emails, and made calls per CFO's request

Licensed Insurance Specialist May 23-2015 – June 10, 2022 Personal Lines – Home, Auto, Boat, Motorcycle

• Listened closely to clients' needs and current predicament to give the best professional opinion of what type of insurance policy to offer.

• Expert at consulting and educating clients on the way insurance works, and why it is so important to have the right coverage.

• Knowledge of using Epic Applied Systems (which was a database of current and potential customers, addresses, phone numbers, and active and past insurance information, and all documents about them)

• Extremely sales driven, Hit Number 2 in the entire company, and won an all-expense paid trip to Maui Hawaii for highest insurance policy sales in 2021 and was already number 2 for the trip for next year to St. Thomas, Virgin Islands. I had an average of a 900,000 book of business that would fluctuate from one million to 900,000 (usually due to clients seeking lower insurance before I could speak with them).

• Use of all Microsoft programs such as Excel spreadsheets, PowerPoint presentations, and word, use of MS Teams for meetings, and I type close to 70 wpm.

• Highly compassionate for the elderly: (As our clients age- the board of insurance sees them as a risk for driving) The dwelling amount on homeowners increased due to the housing market, and the cost of building materials. I constantly looked for other ways to help them.

• Problem-solving Skills-To help resolve the previously mentioned issue for example- I would switch their insurance to another company that we are also licensed to write for such as Progressive, Travelers, Safeco, Grange, or Bristol West. Although it meant less commission for me, humanity and people are always first. I used my opportunity in Hawaii to voice these issues to the CEO and Head of marketing to make provisions for people who have been faithful clients for 30 to 50 years. Elderly widows would sometimes be at a disadvantage pricewise yet wished to remain faithful clients of AAA insurance. My solution was a suggestion of a different kind of loyalty discount that could offset the required increase in premium. They expressed an interest in looking into how to best implement that on a national level. Customers expressed appreciation for the noticeable fact that I would always go out of my way to explain or correct issues.

• Inbound and Outbound calls- I was responsible for making 40 to 50 calls per day from my book of business. I also took inbound calls from websites.

• Marketing- I was always initiative-taking to market myself to market myself with business cards and brochures with my photo on it, to surrounding businesses, such as apartment complexes that required renter’s insurance. From my previous time of working as a leasing agent, I knew that they would put Nichelle L. Jackson

8044 E 48th St. Indianapolis, In 46226 ad47yg@r.postjobfree.com 317-***-**** surrounding business brochures in move in packets. This helped to build my personal book of business even more.

• Won a Peloton Bike from progressive for most interactive salesperson and most sales for Progressive Insurance

Geico Insurance Company – Indianapolis, In

Nichelle L. Jackson

8044 E 48th St. Indianapolis, In 46226 ad47yg@r.postjobfree.com 317-***-**** Licensed Insurance Agent

November 2014 – April 2015

• Went through Insurance 101 licensing class and passed the state board test to earn my Personal Lines producers -license for Indiana, Kentucky, New York, Tennessee, and Minnesota

• Trained on how to sell insurance to inbound-only customers.

• Learned State rules of Insurance for each state and had to switch to them each time someone called from a new state.

• Went through a nesting period.

• Judged by phone call accuracy, clarity, and timing of each call. Comcast, Indianapolis, IN 2010 – 2014

Sales and Customer Service

• Took inbound calls and sold Comcast products to callers

• Upgraded to trio packages Phone Internet and TV (Including HBO, Cinemax, BET, Showtime)

• Arranged and scheduled installation

• Managed installers' arrival and called customers to do service assessment

• Managed accounts for Billing and Payments

• Used recorded statements to process changes, payments, and recent sales.

• Quality Assurance calls to customers after installation Sallie Mae -Indianapolis, In 2005-2010

Default Prevention -Collections

• Called accounts in my book of business to collect debts on student loans, or offer solutions to prevent default

• When a borrower could not pay, offered other solutions such as forbearance, unemployment, or deferment income-based repayment options, in-school deferment, or permanent discharge due to disability

• Resolving accounts every account in my book of business by bringing them current, (using one of the above resolutions by the end of each month.

• Hit the highest bonus twice by being number 1 in the whole company for one month for the highest collection, earning the highest commission.

• Skip tracing to locate residence and phone numbers of people hard to find by using Intelius and other company-supported search finder websites.

Bent Tree Apartments

Leasing Assistant Manager 1996-2001

• Took basic information, ID information, and perused need of apartment seekers

• Showed available apartments to customers

• Walked vacant apartments each morning with a list for maintenance personnel to fix

• Called contractors and vendors for groundskeeping and other things not managed by the community

• Won all-expense paid trip to Los Angeles for most leased apartments. Nichelle L. Jackson

8044 E 48th St. Indianapolis, In 46226 ad47yg@r.postjobfree.com 317-***-**** Applicable SKILLS

• Advanced Knowledge of all Microsoft programs- Knowledge of Epic and many other data housing applications- typing 55 wpm

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