Service Representative Customer

Location:

Posted:

November 01, 2024

Tami Milack

Levittown NY *****

**********@*******.***

Summary of Skills:

• QuickBooks

• Tracker Pro

• The Agency Manager (TAM & EPIC)

• Microsoft Word, Excel

• Types 60 WPM

Work Experience:

KAPLAN, DiTRAPANI & FARIA LLP, SYOSSET NEW YORK

APPELLATE LAND SERVICES, SYOSSET NEW YORK

Accounting/Escrows/Recordings – Oct 2020 to Aug 2024

• Deposit Checks in a timely manner to maintain cash flow

• Issuing Escrow checks to avoid penalties

• Maintaining Customer’s refunds for 100% customer satisfaction.

• Breakdown Purchases/Refi’s to Distribute funds accordingly. CONCORDE BROKERAGE, BELLMORE, NEW YORK

Producer/Commercial Trucking – July 2018 to July 2020

• Quoted and Bound Primary and Bobtail Policies

• Retained the current book of business by creating trusting relationships with customers

• Consistently generated additional revenue through knowledge and sales techniques and services. LIBARDI SERVICE AGENCY, HICKSVILLE, NEW YORK

Producer/Customer Service Representative – March 2017 to June 2018

• Generated new Disability policies.

• Issued Certificates of Insurance

• Processed WC Audits

• Resolved customer complaints with corrective actions CONCORDE BROKERAGE, FARMINGDALE, NEW YORK

Customer Service Representative - Commercial Trucking – September 2011 to March 2017

• Successfully multi-tasked in a fast-paced environment, multi-line phone calls, difficult callers

• Issued Certificates of Insurance

• Maintained 90% of the company’s Retention Goal

• Quoted and processed Endorsements

• Input billing for accounting department

• Process cancellations

Education & Licenses:

KATHERINE GIBBS GRADUATE

NYS P&C BROKERS LICENSE

NYS LIFE INSURANCE LICENSE