Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Account Rounding
Timeline
Generic

Joel Ellis

South Bend

Summary

Dynamic Insurance Customer Service Representative with extensive experience at Liberty Mutual, adept at enhancing client satisfaction through effective complaint handling and education on insurance options. Proven track record in records management and attention to detail, successfully expediting claim resolutions and policy updates while maintaining professionalism in high-volume environments.

Professional with significant expertise in customer service within insurance industry. Proven ability to handle complex inquiries, resolve issues efficiently, and provide clear, accurate information. Strong focus on collaboration and achieving results, adapting seamlessly to changing demands. Skilled in policy management, claims processing, and maintaining high levels of customer satisfaction. Reliable team player with excellent communication and problem-solving abilities.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Insurance Customer Service Representative

PSA Insurance and Financial Services
07.2013 - 11.2023
  • Handled sensitive customer information with discretion, adhering to strict data privacy regulations at all times.
  • Completed customer applications and updated records to reflect current information.
  • Enhanced customer satisfaction by addressing and resolving insurance-related inquiries and concerns.
  • Assisted clients in filing claims, coordinating with adjusters to expedite the process and secure fair settlements.

Insurance Customer Service Representative

Arthur J. Gallagher
03.2009 - 01.2011
  • Processed policy renewals and modifications, ensuring compliance with company standards.
  • Utilized CRM software to track interactions and maintain accurate customer records.
  • Implemented feedback mechanisms to identify areas for service improvement and efficiency gains.
  • Responded to customer requests for products, services, and company information.

Insurance Customer Service Representative

Liberty Mutual
07.2006 - 03.2009
  • Resolved customer inquiries regarding policy coverage and claims processes.
  • Facilitated effective communication between clients and underwriting teams to streamline service delivery.
  • Assisted customers in understanding their insurance options, enhancing overall satisfaction rates.
  • Coordinated with claims adjusters to expedite claim resolutions for clients.
  • Trained new representatives on customer service protocols and best practices for client engagement.
  • Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
  • Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
  • Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
  • Documented customer interactions and transactions for accurate, up-to-date records.

Education

Bachelor of Science - Public Relations

Indiana State University
Terre Haute, IN

Skills

  • Organization
  • Complaint handling
  • Client education
  • Insurance terminology
  • Attention to detail
  • Decision-making
  • Records management
  • Medical terminology
  • Insurance coverage verification

Accomplishments

  • Achieved [Result] through effectively helping with [Task].
  • Achieved [Result] by completing [Task] with accuracy and efficiency.
  • Collaborated with team of [Number] in the development of [Project name].
  • Documented and resolved [Issue] which led to [Results].

Certification

  • Licensed Independent Adjuster - October 2024

Account Rounding

I took the strategic approach of account rounding very seriously. I used it to focus on maximizing client relationships by ensuring they have comprehensive coverage across multiple products, ultimately enhancing agency profitability and client retention. I won multiple awards for leading PSA in account rounding for the year.

Timeline

Insurance Customer Service Representative

PSA Insurance and Financial Services
07.2013 - 11.2023

Insurance Customer Service Representative

Arthur J. Gallagher
03.2009 - 01.2011

Insurance Customer Service Representative

Liberty Mutual
07.2006 - 03.2009

Bachelor of Science - Public Relations

Indiana State University
Joel Ellis