Account Manager Customer Service

Darlene M. Smith **** Monroe Rd., Allegan, MI ****0

*********@*****.*** 269-***-****

Skills

● Excellent interpersonal and written communication skills

● Research and Data reduction skills

● Problem solving skills

● Organizational skills with attention to detail

● Knowledge of government, donor and/or institutional rules, regulations, guidelines, and procedures for Financial Aid and Agent/Agencies licensing

● Proficient in Excel, PowerPoint, Word

Professional Experience

10/2019 to BLAINS FARM & FLEET (BLAINS SUPPLY)

Present Holland, Michigan

Retail Sales Associate

07/2018 to FARM BUREAU OF MICHIGAN, WESTERN REGION 10/2019 FIELD REPRESENTATIVE

Customer Service

Endorsements

Collected premiums and reconciliations for bank deposits

Quoting

09/2017 to SELF EMPLOYED LIFE & HEALTH INSURANCE AGENT 07/2018 Allegan, Michigan

● Life & Health Insurance (self-employed)

06/2016 to BERENDS, HENDRICKS, STUIT, Grand Rapids, MI 8/2017 TECHNICAL ASSISTANT

● Insurance Summaries for Municipality Entities

● Endorsements, edited Policies

● Back up to the Account Manager

08-2015 to ACRISURE INSURANCE, Caledonia, MI

05-2016 PERSONAL LINES ASSISTANT

● Endorsements, edited Policies

● Back up to the Account Manager

04-2015 to OUTDOOR ENVIRONMENTS, Allegan, MI (seasonal) 07-2015 SECRETARY/BOOKKEEPER

● Initiating orders for supplies, materials, equipment, and services.

● Process invoices for services.

● Accounts receivable, accounts payable and payroll.

● Entering General ledger entries, debit and credit.

● Phones, filing, and other duties as assigned.

02-2012 to RANDSTAD TEMPORARY SERVICES/FARMERS INSURANCE, Caledonia, MI 01-2015 OFFICE PROJECT SPECIALIST

● Updating pricing for renewals, cancellations and endorsements

● Ordering surveys and Inspections via NEXUS and ISO

● Research agents license via Sircon State website for Compliance and Appointments

● Success in collecting missing documents, solving compliance issues and validating contracts

● Accomplishments

● Validation of contracts and retaining agent and agencies for a multibillion dollar insurance agency

09/2007 to DAVENPORT UNIVERSITY, Kalamazoo, MI

07/2011 FINANCIAL AID SPECIALIST/COUNSELOR

● Counseled and advised students about financial aid eligibility, application procedures, aid programs, costs, indebtedness and money management

● Analyzed reports such as grades and enrollment status or award status to verify continued compliance and eligibility of students receiving aid under federal and institutional guidelines

● Accomplishments

● Retained students by encouragement, honesty and going above and beyond.

● Processed loans on time for disbursements to the accounting office 05/2004 to HEFFNER/SMIERTKA AGENCY/FARM BUREAU INSURANCE, Allegan, MI 08/2007 CUSTOMER SERVICE REPRESENTATIVE

● Provided basic information about insurance policies to customers and answered inquires

● Assisted agents with quoting and administrative tasks

● Reviewed policies for accuracy and filed paperwork with home office

● Accomplishments

● Increased life insurances sales by 10%

03/2001 to EXCHANGE FINANCIAL, Grand Rapids, MI

10/2003 ACCOUNTING ASSISTANT, Mortgage and Investor Accounting

● Researched and resolved charge discrepancies on credit, appraisals, and flood reports

● Responsible for reconciliations, general ledger, and month end closings

● Audited all documents from loan closings

● Accomplishments

● Maintained and balanced account for mortgage lending processes Education

Davenport University, Holland, MI- Bachelors - Business Administration/Professional Studies – 2011 Licensed in Property and Casualty and Life & Health Insurance

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