Customer Service Insurance Agent

SHELLIE ROBERSON

*** ****** ******, ********** ** 72501

Cell 870-***-****

Email: adyqgm@r.postjobfree.com

Objective:

Obtain a position as a Business Professional where I can utilize my insurance license and customer service experience to make a positive contribution to the business

Work experience:

Renee Martin State Farm, Batesville, AR, Customer Account Specialist and Sales Agent, 09/2022 to 12/2022

Servicing clients via telephone, email, text and walk-ins regarding claims, ID cards, policy changes/benefits, pivoting to other lines of business/writing the new policy; attending community events to promote the business

Mike Watson State Farm Agencies, Melbourne, AR and Highland, AR, 04/2022 to 09/2022 – Customer Account Manager and Billing Specialist

Servicing clients via telephone, email, text and walk-ins regarding claims, ID cards, policy changes/benefits, pivoting to other lines of business/writing the new policy; billing liaison from start to resolution of issue,, attending community events to promote the business; all of these duties were performed for both office locations

Michael Busey State Farm Agency, Murfreesboro, TN, 04/2021 to 04/2022 – Customer Account Manager

Servicing members via telephone, email, text, and walk-ins regarding claims, billing, ID cards, policy changes/benefits, pivoting to other lines of business, some sales, attending community events to promote the business

Jennifer Paris State Farm Agency, Longmont CO, 09/2019 to 10/2020 – Customer Service Advocate

Servicing members via telephone, email, text and walk-ins regarding claims, policy benefits/changes, renters rewrites, billing, ID cards, as well as cross selling products

Becky Stevenson State Farm Agency, Brookfield CO, 07/2019 to 09/2019 – Customer Service Associate

Studied for P&C exam; assisting team members with calls and walk-ins regarding billing, ID cards, benefits; cold calling prospects

Anthem Blue Cross Blue Shield, Denver CO, 05/2019 to 07/2019 – Consumer Service Associate

Servicing large group members via telephone and web chat regarding claims, benefits, ID cards; taking the extra step to take the member out of the loop for issue at hand, maintaining metrics within 90% or above measured by call audits, attendance and survey feedback

Arkansas Blue Cross Blue Shield Retail Store, Jonesboro, AR, 03/2017 to 05/2019, Customer Advocate

Servicing individual health members via telephone and walk in for issues, concerns, payments, back up sales when needed (sales required during OEP); sales consisting of Medicare products, individual medical, dental, vision and prescription drug plans; maintaining metrics within approved range measured by call audits, attendance and survey feedback; representing the Enterprise in community events

First Community Bank/Community Insurance Professionals, Batesville, AR, 03/2016 to 11/2016, Life and Health Insurance Agent/CSR

Writing individual and group life and health business including dental; creating excel spreadsheets with comparison options for renewal; servicing individual and group clients working through issues and concerns, maintaining the client database software

White River Financial Services, Inc., Batesville, AR, 10/2009 to 03/2016, Life and Health Insurance Agent

Writing individual and group life and health business including dental; visiting existing group clients at renewal or anytime throughout the year creating and presenting excel spreadsheets with comparison options for renewal; servicing all individual and group clients working through issues or concerns; maintaining the client database software; transacting commissions on a monthly basis; bank deposits; maintaining all carrier licensure requirements for agents

Insurance Network/BancorpSouth Insurance, Jonesboro, AR, 10/2006 to 10/2009, Account Executive

Writing individual health and life business including dental, working closely with agents on renewals for group clients gathering alternative quotes and presenting them on an Excel spreadsheet enrolling employees for large employer clients; maintaining the client database software; maintained all carrier licensure requirements for all agents

United Parcel Service, Batesville, AR, 04/2000 to 10/2006, Reloader/Air Cover Driver/Customer Counter Clerk

Unloading trucks after their daily pickups/deliveries and sorting packages to proper destination, delivered packages on various routes on an as needed basis, filled in as customer counter clerk and smalls sorter on an as needed basis

White River Financial Services, Inc., Batesville, AR, 01/1997 to 04/2000, Life and Health Insurance Agent

Same duties as listed above

Skills:

Ability to communicate in a professional business setting both verbally as well as in writing, professional attitude and an active team member, ability and willingness to perform any job required, interpersonal communication abilities, knowledge of accounts payable, accounts receivable, and payroll knowledge of Microsoft Office programs

Education:

Gateway Vocational School, 07/1987 to 12/1988, Computer Software Programming Accounting Half of the course was oriented around the software programs available at that time period and the other half of course was accounting curriculum.

I found that the manual accounting training was much more useful in my life as it was used at several jobs in my early years of working.

Southside High School, 09/1985 to 05/1987, graduated with honors and ranked eighth in class with GPA of 3.87

References:

Linzey Myers 870-***-****

Cheryl Everett 870-***-****

Stephanie Haskins 870-***-****

Contact this candidate