Kathy Fondo
Insurance professional Agent
Blairsville, GA 30512
************@*****.***
Highly-qualified and professional Insurance Customer Service Representative available to fill a position
with a reputable company. My background in customer service and my end-to-end P & C experience
have endowed me with excellent written and verbal communication skills, and I am a thorough
and motivated professional with a strong desire to progress in the a passion for helping people and
businesses solve their risk problems. Thriving in a fast-paced environment, I am a strong negotiator
and a solid team player with an analytical approach. Above all, I am looking for a stimulating position
in an energetic and supportive team where I can continue to develop my experience in the insurance
industry and progress within the organisation with growth. Core Qualifications. In 2020 I obtained my
P&C License, and I am licensed in North Carolina and Georgia.
• Great understanding of insurance types, policies, procedures, coverage, prices, etc.
• Exceptional customer service skills with customers as well as providers
• Proficient in MS Office and data input programs used to collect insurance information
• Thorough and meticulous in all paperwork and data entry
• Problem solving skills needed to assist customers with claims
• Excellent mathematical skills for easy calculations
• Proven loyalty with a company, growth of knowledge, and advancement of position.
Wiltjer Insurance Agency
Customer Service Representative
Leesburg, FLorida 34748
January 2015 to November 2019
As a customer service representative my job I typically good at listening, and with great
communication and interpersonal skills. I fill a wide range of duties for the company.
I provide information about a product, dealing with concerns and questions, reviewing customer
accounts, an taking customer payments. Customer contact us over the phone, in person, and through
email. I am dedicated to customer service and maintain customer satisfaction and contribute to
company success. Field incoming calls to service current customer policies and cross-sell to increase
retention. Make outbound calls to review customer's current policies in order to perform review annual
policy term. Organized and maintained electronic policyholder records.
Reviewed and verified information on insurance applications and policies. Identify customer events
and needs to modify, update, and process existing policies and claims. Notified insurance agent and
accounting department of policy cancellations.
Examined and edited letters from policyholders and/or agents, insurance applications, and other
company documents. Verified information on applications for policy reinstatement and approval
eligibility. Obtain proof of policy cancellations per customer request
Utilized knowledge of products to assist new and existing customers with product acquisition. Handled
all customer relations issues in a gracious manner and in accordance with company policy. Analyzed
new or renewal policies against the binder and the expired policy.
Josh Davis Agent
Farm Bureau CPSR
July 2014 to June 2015
• Oversee all Customer Service Representatives in daily aspects of the job
• Draft efficiency reports for each employee as well as the department as a whole
• Train new representatives in answering and placing calls, meeting with customers, filing claims,
accepting payments, etc.
• Make bi-weekly schedules as well as daily checklists for representatives to follow.Complex problem
solver
• Self-motivated
• Organized
November 2012 to July 2014
Stokes Allstate Agency 352-***-****
Customer Service Representative
Allstate Insurance CPSR
• Answered customer phone calls, answering questions and offering services
• Met with potential customers to explain all insurance options
• Collected and updated customer information to ensure coverage was correct
• Assisted customers in filing claims as well as making and receiving payments
• Entered customer service notes into customer files after any contact for future reference
March 2011 to November 2012
Ken Wait Allstate 352-***-****
CPSR/Customer Service Rep
• Answered customer phone calls, answering questions and offering services
• Met with potential customers to explain all insurance options
• Collected and updated customer information to ensure coverage was correct
• Assisted customers in filing claims as well as making and receiving payments
• Entered customer service notes into customer files after any contact for future reference
• Solely supported and assisted sales for overall performance and customer service satisfaction.
assist, clarify and distribute reports
• Processed applications, endorsements, renewals, and rewrites, cancellations, in and out mail,
payments, and various other administrative supports.
Allstate Insurance CPSR-440 01/2008-03/2011
Fero & Sons Allstate 352-***-****
Beverly HIlls, FL
• Collaborated with Insurance managers to create strategic plans to enhance payment schedule for
billing to clients
• Coordinated with other departments to assist, clarify and distribute reports
• Gathered data and analyzed reports on customer contacts and statistics
• Made meaningful suggestions to improve customer satisfaction ratings
• Suggested and modified reporting procedures to improve inter-department communication
• Sought quotes from carriers and wholesalers for commercial and personal insurance policies such as
General Liability, Auto, Property and Workers Compensation.
Education
GED equivalent in Education
Central FLorida Insurance School CPSR
1998
Skills
• Customer Service
• Call Center
• CSR
• Customer Care
• Customer Support
• Excel
• Sales Experience
• Underwriting
• Microsoft Word
Certifications/Licenses
2020 I obtained my P & C License
Additional Information
I am also a notary.
• Computer Processor type
• Intel Core i3 4th generation and above, Intel Core i5 or Intel Core i7 processor
• AMD A8, AMD A10, AMD A12, AMD E2 and above processor
• Computer Speed
• 2.00 Ghz or faster processor speed
• Computer RAM
• 4 GB, although 8 GB is preferred
• Internet Speed
• 5 Mbps Download
• 5 Mbps Upload
• USB Headse