Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
37
37
years of professional experience
1976
1976
years of post-secondary education
1
1
Certification
Work History
Customer Service Sales Producer
Scott Scales Insurance Agency
Lafayette
01.2017 - 12.2025
Developed relationships with clients to understand their insurance needs.
Presented insurance products to potential clients effectively and clearly.
Assisted clients in completing insurance applications and documentation accurately.
Reviewed policy renewals and communicated changes to clients promptly.
Resolved client inquiries and concerns efficiently to ensure satisfaction.
Ensured compliance with applicable laws, regulations and ethical standards when dealing with customers.
Responded promptly to inquiries from potential clients, providing information and assistance.
Engaged with prospects through cold calling, emailing, and social media outreach.
Operation Assistant
Farmers Bank
Frankfort
10.1988 - 12.2016
Assisted with daily operations and customer service inquiries at Farmers Bank.
Maintained accurate records of transactions and customer interactions.
Supported account management by processing applications and documentation.
Ensured compliance with banking regulations during daily operations at the bank.
Collaborated with team members to resolve customer issues effectively.
Utilized software programs such as Excel, Word, Access, for data entry, analysis and reporting purposes.
Resolved customer inquiries promptly while maintaining a high level of customer satisfaction.
Provided assistance in troubleshooting any technical issues that arose during daily operations.
Education
Frankfort High School
Frankfort, IN
Skills
Customer relationship management
Policy presentation
Claim processing
Compliance adherence
Certification
I have my Indiana License for Personal Lines. I just renewed my license for the next 2 years.