Licensed Adjuster

MELANIE WILKINSON

adljgw@r.postjobfree.com 770-***-**** Rincon, GA 31326

PROFESSIONAL SUMMARY

Detail oriented with advanced skills in records management. Handles incoming records, file transfers and destruction orders. Analytical and critical thinker with excellent judgment and expertise in multiple software lines. Resourceful and experienced coordinator offering expertise in customer service, travel coordination and file management. Dedicated team member with high attention to detail and strong organizational skills. Handles multiple projects simultaneously with high degree of accuracy. While the bulk of my experience is in insurance sales, I am recently licensed as an adjuster and look forward to making the transition.

ACCOMPLISHMENTS

Supervised team of 25 staff members.

Used Microsoft Excel to develop inventory tracking spreadsheets.

SKILLS

Scheduling

Office management

Documentation and control

Document conversion

Customer and client relations

Social media knowledge

Workflow planning

Payroll and budgeting

Program files maintenance

Scheduling and calendar management

Filing and data archiving

Presentation design

Office administration

Travel planning

Meeting arrangements

Administrative support

Business administration

Customer relations and communications

Executive presentations

Records management

Report analysis

Multi-line phone proficiency

Meeting minutes

Writing reports

Recordkeeping

WORK HISTORY

Cemetery Administration/Sales / Fidelity Memorial - Savannah, GA / 06.2020 - 03.2021

Oversaw appointment scheduling and itinerary coordination for both clients and personnel.

Organized Zoom and staff meetings for the company and coordinated availability of conference rooms for participants.

Interacted with customers professionally by phone, email or in-person to provide information and directed to desired staff members.

Tracked and recorded expenses and reconciled accounts to maintain accurate, current and compliant financial records.

Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs using MS Office suite.

Set company records in sales

Insurance Agent / Peacock Insurance Agency - Savannah, GA / 02.2020 - 06.2020

Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.

Responded to customer calls within 2 hours to swiftly resolve issues and answer questions.

Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.

Approached potential clients by using direct marketing techniques, including mailings and phone contacts.

Maintained high standards of customer service by building relationships with clients.

Obtained underwriting approval by completing application for coverage.

Determined client needs and financial situations by listening and scheduling fact-finding appointments.

Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales 40%.

Insurance Agent/ Financial Coach / Primerica Financial Services - Duluth, GA / 02.2017 - 01.2020

Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.

Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.

Determined client needs and financial situations by listening and scheduling fact-finding appointments.

Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.

Presented financial well-being education to groups of over 300 people to cultivate new business and increase financial knowledge of customer base.

Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.

Set records in sales

Manager / Casa Pelon_b&b/bbq - San Juan Del Sur Nicaragua, NA / 09.2015 - 10.2018

Reviewed performance data to monitor and measure productivity, goal progress and activity levels.

Adjusted job assignments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands.

Achieved or exceeded financial goals on regular basis by controlling expenses, optimizing schedules and regulating inventory usage.

Onboarded new employees, including training, mentoring and new hire documentation.

Delivered feedback to decision-makers regarding employee performance and training needs.

EDUCATION

Georgia Southern University - Statesboro, GA

No Degree: Psychology

Claxton High School - Claxton, GA

High School Diploma

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