Data Entry Customer Service
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Work History
Customer Service Representative
Sandra Gee
Accomplished insurance broker seeking a new opportunity within the customer relations industry. Dedicated customer service professional with knowledge of service delivery and proven multitasking abilities. Brings excellent organizational skills and talent for overcoming customer objections. Motivated to maintain customer satisfaction and contribute to company success.
Address
102 Dianne Avenue
Saraland, AL, 39564
Phone
*******@*****.***
Insurance product expertise
Data entry
Client relationship
management
Account management
Quotes and Sales
Microsoft Suite Experience
Warehouse Team Member
Amazon, Mobile, AL
Loaded, unloaded and moved material to and from
storage and production areas
Evaluated incoming shipments for quality issues and processed unacceptable materials for return
Placed incoming inventory in optimal storage
locations to promote continued accuracy and easy
retrieval
Readied product pallets for optimal storage and
shipment, carefully organizing boxes and balancing weight
2021-08 -
Current
Customer Service Representative
Aerotek, Mobile, AL
Investigated and resolved customer inquiries and
complaints in timely and empathetic manner
Assisted customers with selecting and customizing
BlueCross BlueShield Medicare benefit plans based on individual requirements
Documented details of each interaction to support
training, reporting and auditing needs
Answered product and service questions, suggesting other offerings to attract potential customers
2018-08 -
2018-12
Insurance Agent
Mutual Savings Life Insurance, Mobile, AL
Provided coverage option information to assist clients in protecting assets
Collected premiums on or before effective date of
coverage
Scheduled 5-8 client appointments per week while
2016-08 -
2018-01
working to accommodate new and different
insurance requests
Determined financial needs by assessing existing
coverage and aligning new products and services
with long-term goals
Created sources for continuous client referrals within community and with businesses using extensive
networking skills
Maintained high standards of customer service by
building relationships with clients
Life and Health Specialist
Makeda Nichols - State Farm Insurance Agency, Mobile, AL
Licensed Healthcare Broker under the Affordable
Health Care Act
Explained features, disadvantages and advantages of life and health insurance policies to promote insurance sales
Evaluated leads obtained through direct referrals, lead databases and cold calling
Called and set up average of 20 monthly
appointments for annual review of policies
Collected, analyzed and validated all agency
commissions
Scanned, received and sent faxes to insurance claims, co-pay assistance information and patient
documentation
2013-04 -
2016-04
Family Service Counselor/Customer
Relations
Radney Funeral Home, Saraland, AL
Arranged funeral/memorial services for grieving
families to meet budget and memorialized instructions Secured average of 15 appointments per month for
follow-up visits with families
Maintained and submitted insurance claims and
contracts through daily data entry
Communicated with insurance companies to secure
death benefits for families of the deceased
Met with families of deceased to discuss funeral
service requests, disposition of remains and pricing 2009-06 -
2012-12
Promoted funeral service merchandises such as
caskets, urns, outer burial containers and flowers Self Employed
Gee Insurance, Saraland, AL
Met with existing and prospective clients each week to select appropriate insurance policies
Closed average of 4 new sales per week
Calculated quotes and educated potential clients on insurance options
Set up new payroll insurance accounts for companies with over 50 employees
Analyzed sales volume, retention and loss ratio trends to identify areas for improvement
2006-08 -
2009-05
Office Manager/Life Insurance Agent
Liberty National Life Insurance Company, Saraland, AL Insurance Agent (1984 - July 2006)
Exceeded corporate quotas for monthly policy sales Sold insurance to clients and met weekly quota in
sales
Filled out applications and collected monthly
premiums
Handled claims for customer's death, health and fire Balanced weekly accounts
Maintained regular CE courses
Office Manager (1980 - 1984)
Recruited, hired, trained, and supervised
administrative office staff of 25
Communicated corporate objectives across all
divisions through regular correspondence and
scheduled follow-up as needed
Performed daily office duties, including filing claims, balancing books, filing and keying daily reports
Held oversight of office inventory activities, including ordering and requisitions, stocking and shipment
receiving
1984-01 -
2006-07
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