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Life Insurance Customer Service

Location:
Tuscaloosa, AL
Posted:
March 12, 2021

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Resume:

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

205-***-****

KATELYN HALLMAN

PROFESSIONAL SUMMARY

I am an experienced administrative professional with excellent customer service, time management and multitasking abilities. I am knowledgeable about handling insurance claims, drafting correspondence and coordinating files. I am well organized and hardworking with good written and verbal communication skills. I have been licensed in property and casualty since August 2018 and life and health since February 2020. I am looking for a challenging role with a growing team.

SKILLS & ABILITIES

Inputting claims

Processing mail

Computer-savvy

Relationship building

Time management

Driven

Results-oriented

Personable

Proactive team player

Microsoft office experienced

Inputting new accounts

PROFESSIONAL EXPERIENCE

COMMERCIAL LINES ACCOUNT MANAGER, FITTS AGENCY INC.

02/2019 – Current

Managed commercial accounts.

Spoke with customers to resolve issues.

Drafted proposals to deliver to clients.

Endorsed policies and followed through to completion.

Started and completed audits.

Managed the download system for the entire company.

Took payments and applied them to accounts.

Marketed new accounts.

CLAIMS ASSISTANT, FITTS AGENCY INC.

03/2018 – 02/2019

Logged and managed claims.

Prepared filed, letter and notices.

Tracked progress of outstanding claims.

Closed an average of 20 claims per week.

Answered phones and directed calls.

RETAIL SALES ASSOCIATE, HOBBY LOBBY

06/2017 – 05/2018

Ensured efficient and timely replenishment of sales floor merchandise.

Used consultative sales approach to understand customer needs and recommend relevant offerings.

Answered product questions with up-to-date knowledge of sales and store promotions.

RETAIL SALES ASSOCIATE, KATELYN’S KORNER

05/2014 – 06/2017

Engaged customers warmly and provided immediate and dedicated assistance.

Provided excellent customer service to cultivate loyalty and satisfaction.

Assisted customers with prompt and polite support in-person and via telephone.

TEMPORARY LIFE INSURANCE AGENT, LIBERTY NATIONAL LIFE INSURANCE COMPANY

05/2013 – 05/2014

Assisted customers by answering questions, responding to inquiries and handling telephone requests.

Copied, logged and scanned supporting documentation.

Entered details such as payments, account information and call logs into the computer system.

Met with clients in their home and workplace on a regular basis.

EDUCATION

THE UNIVERISTY OF ALABAMA —TUSCALOOSA —MARKETING

Graduated Fall of 2019

Minored in Computer Tech and Applications



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