Customer Service Data Entry
Resume:
M
Katharine
McMahon,
CLCS
********@*****.***
Chandler, AZ 85248
SUMMARY
Seasoned Commercial Insurance Specialist with excellent planning and problem solving abilities. Offering 30+ years of experience and a willingness to take on any challenge. Organized, driven and adaptable professional with successful history managing high caseloads in fast-paced environments.
Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
SKILLS
CLCS certification
Administrative Support
Office Management
Bookkeeping
File Management
Data Entry
Clerical Support
Time Management
Organization skills
Professional and polished presentation
Documentation And Reporting
Mail handling
Multi-line telephone skills
Service-oriented mindset
Multitasking and prioritization
Greeting and Seating Clients
Positive and professional
Verbal and written communication
EXPERIENCE
Receptionist
Chandler, AZ
Parkland Memory Care / Apr 2023 to May 2024
Scheduled and confirmed appointments.
Answered and directed incoming calls using multi-line telephone system. Updated and recorded customer or client information to maintain accounts. Processed payments and updated accounts to reflect balance changes. Sorted incoming mail and directed to correct personnel each day. Delivered administrative support to team members by making copies, sending faxes, organizing documents and rearranging schedules.
Greeted and directed visitors to appropriate personnel and answered large number of calls and emails daily.
Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
Prepared welcome packages for new hires.
Ensured that all necessary forms were completed accurately prior to submitting them for processing.
Pre Paint Quality Control
Picqua, OH
Aesthetic Finishers Inc/ Oct 2022 to Feb 2023
Reported any non-conforming items found during inspection activities to management personnel.
Verified accuracy of incoming shipments by comparing packing lists to actual product received.
Provided feedback on production processes to reduce defects and improve quality assurance.
Performed inspections to ensure products met established quality standards. Assisted in training other staff members on proper use of test equipment, tools, and systems used in Quality Control operations.
Packer
Tipp City, OH
Dolly Packaging LLC/ Jul 2022 to Oct 2022
Assembled customer orders from stock and packed items in boxes. Verified labels for appropriate order numbers and item specifications. Arranged items on pallets according to size and weight. Assembled cartons, crates and containers to prepare for shipping. Notified team leader of product discrepancies and equipment malfunctions. Reviewed packing slips and other documentation to properly box requested items for shipment.
Marked and labeled containers with accurate shipping information to prevent delays. Operated hand trucks, pallet jacks and forklifts to move materials. Commercial Account Executive
Dublin, OH
Associates Insurance Services LLC / Dec 2018 to Jun 2022 Participated in industry conferences to stay abreast of current trends in commercial accounts.
Conducted market research and analysis to identify potential new customers. Drafted proposals for potential clients that outlined terms of service agreements and pricing structures.
Monitored competitor activities in order to adjust pricing policies accordingly. Identified opportunities for cross-selling or up-selling additional products or services. Created customized presentations for prospective clients to illustrate product benefits. Negotiated contracts with new and existing clients. Developed and implemented strategies to increase customer base and revenue. Resolved customer inquiries regarding products and services offered by the company. Provided account management services such as order processing, invoicing, credit checks, and accounts receivable collections.
Developed a comprehensive understanding of each client's needs through regular meetings with them.
Established strong relationships with internal teams to ensure efficient operations within the organization.
Ensured compliance with company policies related to customer service standards. Developed and maintained successful relationships with clients to ensure repeat business.
Assessed client needs, provided quotations and made recommendations for their service.
Managed client accounts, including providing guidance on product selection. Communicated regularly with clients regarding progress updates, changes in services, or other issues.
Responded to incoming emails, company requests and client inquiries, typically within 1 day
to maximize service.
Consulted with customers to identify their needs and develop customized solutions. Conducted periodic reviews of customer accounts to ensure satisfaction levels are met. Assisted clients with completing claim requests, facilitated prompt response from carriers and followed up with claim status.
Prepared presentations outlining product features, benefits, and value propositions. Responded promptly to inquiries from internal staff regarding customer accounts. Maintained current knowledge of industry trends and changes in regulations. Commercial Account Manager
Columbus, OH
Sergakis and Associates Insurance Services LLC / Mar 2016 to Dec 2018 Same as above and Agency purchased by Associates Insurance Services Account Manager
Chandler, AZ
Craig Lloyd Agency LLC/ Sep 2015 to Feb 2016
An American Family Agency, I handled personal and commercial clients Commercial Account Manager
Columbus, OH
Smith & Leavitt Insurance Services / Dec 2013 to Sep 2015 All same as Associates description
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