Jessica Vertrees
Radcliff, KY *****
**************@*****.***
Professional Summary
Efficient and experienced insurance customer service representative with 15+ years of experience in P&C insurance. Proficient in account management, CRM software, and sales management. Skilled in administrative tasks, including accounts payable and receivable, and has a strong background in insurance sales and underwriting.
Authorized to work in the US for any employer
Work Experience
CSR - Customer Service Representative
NORTH HARDIN INSURANCE AGENCY-Radcliff, KY
March 2024 to December 2024
GETTING READY TO TAKE MY AGENT LICENSE 22 years in P&C insurance CSR - Customer Service Representative
Hampton Hargan Ins Inc-Radcliff, KY
November 2002 to November 2022
Sold insurance spoke with underwriters from several companies answered phone solved problems filing management handle all money daily made decisions for office work with field reps basically everything ran the the business putting data in computer skilled work
• Provided exceptional customer service to clients, addressing inquiries and resolving issues in a timely manner
• Developed and maintained strong relationships with clients, ensuring high levels of client satisfaction and retention
• Assisted clients in selecting appropriate insurance coverage based on their individual needs and budget
• Processed policy changes, endorsements, and renewals accurately and efficiently
• Collaborated with underwriters to negotiate terms and conditions for new policies or policy modifications
• Generated leads through proactive outreach efforts, resulting in an increase in new business acquisition by XX%
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Education
High school diploma
Western Boone Jr-Sr High School - Thorntown, IN
August 1981 to May 1984
Skills
• Personal Assistant Experience
• Upselling
• Account Management
• Microsoft Outlook
• CRM Software
• Underwriting
• Sales Management
• Administrative Experience
• Accounts Payable
• Office Management
• Insurance Sales
• Accounts Receivable
Certifications and Licenses
Certified Notary Public
July 2004 to July 2027
Certified to notarized documents