Focused and dedicated insurance professional with several years of experience providing customer service and rates for policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs.
Overview
11
11
years of professional experience
2015
2015
years of post-secondary education
1
1
Certification
Work History
Field Operator Associate Customer Experience
Indiana Farm Bureau Insurance
Vincennes
06.2019 - Current
Completed paperwork accurately and submitted it to the supervisor in a timely manner.
Researched relevant policy information to answer customer questions.
Maintained accurate records of customer interactions and transactions.
Facilitated payment processing for premium payments and renewals.
Assisted with customer inquiries, complaints, and requests for information regarding insurance policies.
Actively participated in training sessions to stay up-to-date on changes in regulations related to insurance policies.
Investigated discrepancies between actual charges and expected premiums.
Responded promptly to emails and phone calls from customers seeking assistance.
Provided quotes on various types of insurance policies.
Bank Teller
German American Bank
Washington
07.2014 - 07.2019
Handled large sums of money with accuracy while maintaining appropriate levels of security.
Verified customer signatures on documents and ensured accuracy of all paperwork before submitting for approval.
Developed strong relationships with customers to ensure repeat business.
Maintained confidentiality of bank records, transactions and customer information.
Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
Adhered to financial services security and audit procedures.
Dental Assistant
Smile Doctors Braces
Vincennes
06.2017 - 06.2019
Maintained a neat, clean and organized environment throughout the office.
Educated patients on proper oral hygiene techniques and habits.
Reviewed patient charts prior to visits to ensure that all relevant information was available for the doctor's review.
Greeted patients upon arrival at the office and escorted them to an examination room.
Sterilized instruments according to established guidelines and protocols.
Sanitized equipment, cleaned treatment rooms and restocked supplies after each patient's treatment to maintain cleanliness and prepare for next patient.
Educated patients on treatment procedures and post-procedure home care.
Education
Dental Assistant - Dental Assistant
Vincennes University Jasper Campus
Vincennes, IN
08.2016 - 05.2017
General Studies
Vincennes University
Vincennes, IN
08.2012 - 03.2014
Washington Catholic High School
Washington, IN
Skills
Customer service
Payment processing
Insurance policy knowledge
Customer relationship management
Regulatory compliance
Certification
Indiana Department of Insurance - Residential Producer Individual Property and Casualty
State of Ohio Department of Insurance -Non-Resident Major Lines, Property and Casualty
Administrative Assistant at Indiana Farm Bureau, Inc.®, the Parent Company of Indiana Farm Bureau InsuranceAdministrative Assistant at Indiana Farm Bureau, Inc.®, the Parent Company of Indiana Farm Bureau Insurance