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Insurance Agent Call Center

Location:
Middleburg, FL
Posted:
March 27, 2024

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Resume:

Jessica Cross

**** ****** ***** ** ***** Cove Springs, FL 32043 904-***-**** ad4l97@r.postjobfree.com

Experience

*** ******** ********* ***** -**** CONTRACT

NPI 20781904 AUGUST 2023- PRESENT

·Life and Annuities Agent specializing in FEX

·Licensed in Florida, Virginia, Texas, New Mexico and Iowa and currently adding additional non resident states

·NPI 20781904

2044 LICENSED INSURANCE AGENT - REMOTE

ALLIANCE AND ASSOCIATES MARCH 2022- JULY 2023

·High Volume Call Center Personal Lines CSR

·Handle inbound and outbound customer inquiries regarding personal lines insurance policies efficiently and professionally.

·Provide accurate information about insurance products, coverage options, premiums, and policy terms.

·Assist customers with policy changes, endorsements, cancellations, and claims inquiries.

·Process policy applications, endorsements, and payments accurately and in a timely manner.

·Utilize computer systems and software to access and update customer information, policy details, and transaction records.

·Resolve customer complaints, issues, and concerns promptly and effectively to ensure customer satisfaction and retention.

·Collaborate with other departments such as underwriting, claims, and billing to address customer needs and inquiries.

·Meet or exceed established performance metrics, including call handling time, quality scores, and sales targets.

·Maintain a positive and professional attitude in a high-volume remote call center environment.

·Continuously update knowledge of insurance products, industry regulations, and company policies through training sessions and resources provided.

·Adhere to all compliance and regulatory requirements governing the insurance industry and customer interactions.

·Demonstrate strong communication skills, active listening, empathy, and problem-solving abilities to deliver exceptional customer service experiences

MEDICAL OFFICE COORDINATOR

RENEW AND REJUVENATE AESTHETIC CLINIC APRIL 2017-MARCH 2022

·Directly responsible for all front office duties included but not limited to scheduling and preparing all patients charts to ensure all information was accurate and up to date

· Managed patient records using EMR software, creating and implemented new patient packages, scanning records and handled all incoming outgoing electronic requests

· First point of contact for all incoming business communications by phone, email and text

· Responsible for tracking daily sales, updating balance sheets, collecting and processing payments, daily bank deposits

· Implemented and streamlined office procedures to ensure optimal patient flow for a high volume medical office

·Created and distributed various advertising flyers, pamphlets, brochures, emails and created marketing campaigns advertising monthly specials and distributed to patients through the patient CRM system

EXECUTIVE ASSISTANT TO VP / PROJECT COORDINATOR

WELLS FARGO RISK MANAGEMENT JANUARY 2010 – JUNE 2015

·Directly supported VP and PM’s by coordinating activities and resources throughout the project life-cycle on large-scale projects that were typically longer-term, medium to high scope, impact, risk and complexity

·Coordinated and scheduled meetings for VP and PM’s with internal partners across multiple business lines and developed and distributed meeting agendas /minutes to appropriate parties

·Maintained excellent time management and prioritized tasks in order to meet project deliverables on schedule with the ability to handle multiple assignments simultaneously

·Acted as the Gatekeeper for Risk Management/Store Strategy team(s) mailbox

·Sharepoint Administrator- created, maintained and archived project documentation, monitored and maintained project log updates, authorized user account access and maintained internal hard drive

·Participated and served as primary point of contact for various UAT pilot programs and test cases to identify software errors and created detailed system error reports

·Gathered, developed and maintained project requirements and documentation, researched and analyzed data from a variety of sources and prepared presentations

·Identified and developed resolutions to consistent problematic issues and monitored project status records according to project task schedule and reported to the appropriate parties

·Implemented and managed training materials and daily functions/processes to ensure accuracy and consistency

·Communicated and reported risk concerns during cross functional project meetings and/or escalated appropriately to management if needed

·Acted as lead technical writer on various processes, procedures and programs

STATE SALES MANAGER

REPUBLIC NATIONAL DISTRIBUTORS SEPTEMBER 2006 - MARCH 2009

·Ultimately Responsible for all On-Premise Red Bull business throughout the state of SC by overseeing and managing a 55+ member sales team consisting of Area Managers, District Managers and Sales Reps within 4 individual branches of business across the state while reporting directly to the CEO

·Negotiated employee compensation packages including but not limited to base salary, commission rates, bonus potential and incentive programs

·Set, evaluated and adjusted monthly/quarterly product sales and distribution goals of the Red Bull portfolio while effectively planning and implementing various incentive programs throughout all non-Red Bull sales divisions

·Oversaw all planning and business development functions of new product roll-outs

·Provided cross functional team training, coaching and mentoring for all sales divisions

AREA SALES MANAGER

CHAMPION BRANDS, INC. APRIL 2002- SEPTEMBER 2006

·Played a key role in launching company’s first satelite distributor by managing all company daily operations including but not limited to opening and closing duties, inventory and deliveries, accounts receivable/payable, promotional pricing, detailed tracking of all house depletions, assessing routing and account call levels for all sales and deliveries to ensure appropriate account volume and re-routing territories as needed

·Recruited, hired, trained and conducted bi-annual evaluations for all employees

·Solely responsible for managing the On-Premise division by implementing and maintaining brand and company standards, coordinating infrastructure and event support and negotiating partnership agreements with new and existing customers

Education

BACHELOR OF ARTS FRANCIS MARION UNIVERITY 2001

PUBLIC RELATIONS AND MASS COMMUNICATION

Accomplishments and Awards

·Wells Fargo Consumer Lending Group Regional Service Excellence Award- 2014

·Wells Fargo Shared Success Award- 2013

·Wells Fargo Home Excellence Award- 2010 and 2011

·Wells Fargo Customer Service Award- 2010

·Wells Fargo Employee of the Month- 2010

·Florida’s Finest Miller Brewing Company Sales Person of the Year- 2004

·Champion Brands First Female Manager in company history- 2005



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