Customer Service Insurance

JENNY MILLER

**** ***** *** ***, *********, Oklahoma 74501

Email address: **********@*****.*** Phone: 918-***-****

CAREER TARGET: ADMINISTRATIVE SUPPORT WITHIN THE INSURANCE FIELD IN A TELECOMMUTING POSITION

Competencies include Confidential Correspondence & Document Handling/Executive Support/Client Communications/Records-Data Management/Recordkeeping/Regulatory Reporting/Bookkeeping

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PROFESSIONAL EXPERIENCE

FRANCHISE RELATIONS MANAGER 08/2003 – 12/2010 BONUS OF AMERICA, INC. MCALESTER, OK

Originally hired as Accounting Assistant and later promoted to position of Franchise Relations Manager. Duties included overseeing communication between upper management, clients and franchise owners, handling insurance and supply/equipment ordering and price negotiation. When I began, this franchise operation had eight branch offices and that number increased to twenty five during my term of employment. I managed calls from clients and franchise owners and negotiated to resolve reports of dissatisfaction. Also corresponded with legal firms when necessary and compiled documents for the company attorneys when a concern escalated to a legal issue.

Responsible for procurement and management of corporate insurance including general liability, property, commercial automobile, workers compensation and health insurance policies, including reporting, tracking and follow-up of claims, maintaining OSHA logs, corresponding with insurance adjusters and insurance company attorneys to help them procure necessary information for resolving claims that escalated to a court level.

Monitoring of monthly spreadsheets for annual revenue projections to use for insurance renewals each year. Processed and supervised background screenings on franchise applicants and employees for all branches using five different screening companies. Corresponded with county officials, as needed, to verify uncertain criminal charges.

Vendor negotiations-Secured cost savings for company through price bid competition and fostering excellent relationships with sales persons.

CUSTOMER SERVICE REPRESENTATIVE 12/2000 – 07/2003 SUSAN SNOW AGENCY, MCALESTER, OK

My position was customer service representation for an insurance agency. Duties included answering busy phones, providing rate quotes, submitting applications and servicing of home, auto and motorcycle insurance. Collecting and entry of payments and submitting data online. Daily use of various software rating programs.

CUSTOMER SERVICE REPRESENTATIVE 05/2000 - 12/2000 SANTA FE AGENCY, MCALESTER, OK

This insurance position involved quoting both personal and commercial policies as well as various customer services including claims handling, light bookkeeping, payroll and account current processing. Use of AGENA software program.

BOOKKEEPER/OFFICE MANAGER 01/1992-04/2000 STACHMUS AGENCY, MCALESTER, OK

Full charge bookkeeper for independent insurance agency. Duties included payroll, quarterly tax reports, employee 401K deposits, account receivables, accounts payable for four office locations. I used an AFW insurance software program to utilize process and maintain this information. I was also responsible for all computer network software updates and corresponded as needed with support personnel by phone to solve any software problems within the network and workstations.

PRIOR EMPLOYMENT

Prior to 1992 my employment was in California where I worked for two independent insurance agencies, KIA Insurance Associates and The Faulkner Agency in Taft, California. My duties involved providing customer service, policy maintenance and supply ordering. l also assisted the finance manager with the direct bill reconciliation, account current and data entry on an AGENA based systems. I helped set up the network and troubleshoot workstation error messages.

Skills:

10 key, Microsoft Office Products, various insurance software programs, a franchise billing program, QuickBooks accounting programs. Excellent letter writing skills, telephone etiquette and accurate spelling. Internet search savvy, with proficiency in use of various background screening websites. (TRACERS, US INFORMATION SEARCH, INTELLICORP, PUBLIC DATA AND DATA SOURCE). Experienced user of Blue Cross Blue Shield and United Health Care websites for policy endorsement processing.

Education:

Currently taking Microsoft Office course to update my skills

2011 Completed Medical Billing Class

Insurance license received 9/2000 (currently inactive)

Taft College (1975-1976) Classes in accounting, typing and 10 key, Taft, California

Graduated Taft Union High School, Taft, California in 1974.

References available on request.

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