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Call Center Customer Service

Location:
Lansdowne, PA
Posted:
November 21, 2022

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Resume:

Evelyn R. Woodley

** *. ********* ***

Lansdowne, Pa 19050

267-***-****

**/****-******* ******** *******

Preparing Listing and Sell Contracts to clients. Responsible for listing and selling meetings. Listing and Selling of Real Estate, preparing and explaining Agreement of Sale contracts to clients and customer. Marketing and attending Listing Presentation to Sellers, explaining the contracts and explaining the process of the selling procedures. Responsible for hosting and attending First Time Homebuyer Seminars and also holding Free Insurance Seminars to educate people on the homebuying process and also what to look for when purchasing a Homeowner Policy. Preparation and attendance for the Free Seminars for Churches and Community Centers

10/2009- Present Benefit Counselor - Independent

Enrolling employees into Core and Voluntary benefits in person. Responsible for preparation of reports and running reports. Explaining benefits to employees and doing presentations for employees in person. Field Enrollments to various states and locations. Extensive travel daily. Experience on various systems including Plane.biz, in-house systems, Allstate and BCI system. Licensed in over 30 states and appointed with various carriers

08/08- 10/2009 Benefit Team Leader- BAI- Benefit Technology Enrolling employees in worksite benefits including life, health, and dental, vision, STD, LTD, CI, CAN, LTC and various benefits via telephone and in person. Explaining benefits to new and current employees and enrolling them into the benefits. Responsible for writing over 110k premium in one month. Responsible for overseeing other enrollers when manager not available. Responsible for traveling to different states to do enrollments and benefit fairs on monthly basis. Responsible for handling exclusive client and employees on daily basis. Customer service and benefit administration for employees. Responsible for scrubbing of application before sending to carriers and handling correction of applications from field enrollers. Responsible for running reports for enrollers in call center and quality control of phone calls. Training of enrollers and doing presentations in training classes for enrollers. 07/07- 06/08 Insurance Producer- Trident Insurance/ Prudential Fox Roach Licensed In P& C in PA, DEL, NJ

Processing and issuing Auto, Home, Boat, PAF, Umbrella, Flood and Commercial Insurance. Underwriting of insurance before processing and issuance. Gather information for new clients and quotes. Underwriting of new quotes for new producers. Responsible for maintain and obtaining new in customers. Preparing and sending new applications to customers, explaining coverage to clients. Emailing, mailing of new business packets to new customers. Creating Evidence of insurance and invoice and emailing to Mortgage Company, real estate and Title Company for settlement. Calling mortgage companies to obtain mortgage clauses needed to do eoi and invoices. Building and maintaining relationships with mortgage, title, PFR & Coldwell Bankers companies along with obtaining new business for the company. Multi- line selling of products to customers. Issued and bound insurance with companies.ie Travelers, Westfield, Cumberland, Encompass, Fidelity, Lititz, Foremost, American Modern, Donegal and many more.

09/06- 07/07 Insurance Producer- Business Consultant- Self Employed Selling of Home, Auto, life, and health, Annuity, Flood and Commercial Insurance. Mass mailing of products to obtain new customers. Speaking at First Time Home Buyers Seminars, educating buyers on insurance. Calling on and visiting business to obtain new Commercial business. Doing presentations on insurance and Annuities. Selling of insurance products to walk in customers and going out to speak with customers to obtain new business. Responsible for visiting customers at home to prepare wills and do life insurance presentations. Business Consultant for Main Street Insurance Company. Also responsible for opening up New Nationwide office in Aldan.

06/05- 06/06 Representative Specialist- State Farm Insurance- Pat Martin Agency Answering telephones, typing correspondence and towing checks. Collection and processing of payments. Handling claims and taking auto accident reports over telephone and in person. In Charge of banking procedures and deposits. Typing of check drafts for Agent. Filing and giving quotes to customers over phone and in person. Responsible for MVR and required reports to obtain quotes for prospective customers.

05/96- Present Realtor/Real Estate Agent- Century 21 Setting up appointments with clients and customers, discussing and educating prospective buyers and sellers. Marketing and advertising listed properties and explaining marketing techniques and strategy to market and sell property. Obtaining financial information for processing. Salary Negotiable

References upon Request.

Licenses: Insurance License in Life, Health, Property and Casuality along with Fixed Annuity and Real Estate License

Member of Suburban West Board of Realtors Association My background includes Sales, Medical, Insurance, Real Estate, Management and Training.



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