Tessia Brunton

Lancaster, OH

adyq0h@r.postjobfree.com

740-***-****

Work Experience

Insurance Agent Assistant

American Family Insurance

June 2022 to March 2023

Internet Lead Sales

●Utilize Relate powered by Salesforce as our CRM and Leads Management Software Program

●Following a sales cadence and scripts.

●Use of Racing Snail Program for Sales Production Tracking

●Attending Microsoft Teams and Zoom group meetings.

●Processing payments and policy changes

●Transferring insured to the claims department to initiate the filing of their property and/or casualty claims.

●Creating tickets for clients that need to be transferred to the escalation team.

●Testing new CRM programs. Communicating with Tech Support & teammates to identify bugs/fixes.

Part Time Registered Pharmacy Technician

Meijer - Lancaster, OH

September 2018 to March 2020

●Receiving and verifying prescriptions

● Pricing and filling of prescriptions

●Obtaining pharmacist’s approval

● Stocking and pricing of medications in inventory

●Maintaining pharmacy’s (and its patients’ employees’) safety by adhering to infection-control procedures, policies and Hippa regulations

Career Break : Stay at Home Mom

May 2016 to May 2022

Licensed Insurance Professional

Local Allstate Agencies - Columbus, OH

May 2006 to May 2016

●Confer with clients to obtain and provide information when claims are made on a policy. Utilizing Claims Advocates for advice and guidance during the claims process.

●Pre-Qualify prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured.

●Customize insurance programs to suit individual customers needs, often covering a variety of risks.

●Correctly bind insurance policies using underwriting guidelines.

●Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.

●Perform administrative tasks, such as maintaining records and handling policy renewals.

Travel Agent/Customer Service

UNIGLOBE TRAVEL - Lancaster, OH

June 1999 to May 2002

●Plan details for travel including transportation, accommodation, and airlines.

●Work with clients to determine their traveling needs.

●Collect payments and pay fees.

●Resolve travel issues, complaints, and refunds.

●Protect & maintain client information and financial records.

Education

Associate in Small Business Management

Hocking Technical College - Nelsonville, OH

August 1996 to May 1999

State of Ohio P&C, Life, Health and Annuities #653181 Renews August 2023

Skills:

Beginners Microsoft Word, Excel & Adobe

Outlook 365

Appointment Setting

Time Management

Salesforce

Office Equipment and Multi Line Phone System

20 years P&C Insurance Sales & Service Experience

Inventory and Ordering

Referrals:

David Bell American Family Insurance adyq0h@r.postjobfree.com

Pam Murphy - Retired Allstate Educator - 614-***-****

Adam Plank - Meijer Pharmacist - adyq0h@r.postjobfree.com

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