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Data Entry Insurance Agent

Location:
Wichita, KS
Salary:
34,000 yearly
Posted:
March 16, 2021

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Resume:

J U D I N E M E C H E K

A D M I N I S T R A T I V E P R O F E S S I O N A L

CONTACT

785-***-****

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

Wichita, KS

Education:

Diploma

Goodland High School, Goodland, Kansas

Job Experience:

DOTSIE CUILLO STATE FARM (ACQUIRED JAN 2021)

ANDRE HALE STATE FARM (ACQUIRED AUG 2020)

JIM MADDOX STATE FARM (ACQUIRED OCT 2019)

TEAM MEMBER / AGENT 2019 - 2021 WICHITA, KS

Consultative sales agent of insurance products targeting individuals and affinity groups. Fostered relationships with deep understanding of client needs. Simplified explanations of complex documents while leading verbal reviews. Guided clients during emergent crisis events, navigating stressful situations demanding extreme empathy, de-escalation techniques, and a positive attitude.

Achieved a significant level of client retention during a multi-phased ownership transition, providing continuity of operations and minimizing business impact

Spearheaded development of instructional manual deployed to the entire team while having delivered training to all agents within the organization

THE INSURANCE AGENCY, INC.LICENSED AGENT / RECEPTIONIST 2000 - 2019 GOODLAND, KS

Developed strong client relationships through consultation and sales process, assisting clients with managing risk. Reported policy changes and company conditions affecting customer satisfaction. Facilitated clerical support through data entry and document management.

Accommodated unique requests and explored new value opportunities to optimize agency reputation.

Pioneered refactor of filing system, in turn creating a new standard operating procedure that improved efficiency and accuracy

Organized setup and management of client database system, later collaborating on the transition into a new agency management platform

NEMECHEK FARMS, INC.

SECRETARY / TREASURER 1991 - 2016 GOODLAND, KS

Responsible for accounting, reconciliation, tax preparation, payroll, and financial reporting. Managed $100k annual budget, overseeing expense management. Orchestrated accounts payable and receivable operations.

THE HOME AGENCY, INC.

RECEPTIONIST 1996 - 1999 GOODLAND, KS

Served as the first customer touch point for phone and walk-in customers, answering questions and routing requests. Drafted professional memos, letters and marketing copy to support business objectives and growth.

Skills & Experience:

Customer Service

Administrative Tasks

Training & Documentation

Cross Selling / Up-Selling

Microsoft Office (Word, Excel)

Adobe Acrobat

Multi-line Telephone Systems

Filling Systems

Bookkeeping (Quickbooks)

Appointment Setting

Relationship Building

Building Customer Loyalty

Customer Needs Identification

Complaint Resolution

Organization

Written & Verbal Communication

Confidentiality

Detail Oriented

Active Listening

Problem Solving

Phone Etiquette

References:

SUSAN DOKE

Insurance Agent, The Insurance Agency

785-***-**** *******@**-***.***

ROXANN KLING

Insurance Agent, The Insurance Agency

785-***-**** *******@**-***.***

JIM MADDOX

Insurance Agent, Jim Maddox State Farm

316-***-**** ********@******.***

ANDRE HALE

Insurance Agent, Andre Hale State Farm

316-***-**** *****.****.****@*********.***



Contact this candidate