Inbound Call Loan Officer

PROFESSIONAL SUMMARY

SKILLS

EXPERIENCE

LISA K.

HARRISON

L

*** ***** ****** ****, *******, SC 29067, 1-803-***-****, ************@*****.*** Experienced, highly motivated agent and customer service representative. Results-driven customer service professional focused on delivering exceptional support for diverse needs. Successful at managing concerns and resolving conflicts to maximize customer satisfaction. Offers strong background in personal lines insurance customer relations regarding coverage and claims handling. Integrity is a top priority as well as privacy of personal information. Advanced Interpersonal skills

for customer service and care

Professional Inbound call

management

Advising and customer

education of insurance

coverage and regulations

Property inspections and

photography

Computer skills Consultative sales and

advertising

Intermediate Accounting and

recordkeeping skills

Licensed Property and Casualty Insurance Agent/ CSR October 2009 - Current Springs Insurance Lancaster, SC

Answered inbound calls each day to handle various concerns, set appointments, and close sales. Advanced interpersonal skills with customer care

Quoted personal and commercial insurance coverage, advised customers according to regulations and sold policies

Processed insurance claim information and policy endorsements Managed mandatory documentation and customer files Communicated with multiple companies and brokers to maintain business relationship Protected customer and company information with strict use of established security procedures. Balanced daily cash drawer and bank deposits and processed mail Administrative April 2007 - October 2009

SC Dept of Heath and Environmental Control Lancaster, SC Managed incoming and outgoing phone calls

Scheduled appointments

Maintained client documents and records

Property and Casualty Agent/Loan Officer September 2001 - March 2007 Willaims Financial Services Kershaw, SC

Processed personal loans

Billing and collections

Quoted personal auto and homeowner insurance

H

EDUCATION

Sold and bound personal auto and homeowner insurance coverage Established and met company goals

Customer service with high volume incoming phone calls Maintained mandatory documents with customer files Administrative April 2007 - October 2009

SC Dept of Heath and Environmental Control Lancaster, SC South Carolina Property & Casualty Insurance License February 2003 Brewer School Of Insurance, Columbia, SC

Asssociate Degree Secretarial Science May 1987

York Technical College, Rock Hill, SC

High School Diploma June 1982

Andrew Jackson High School, Kershaw, SC

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