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Licensed Agent Assistant resume examples

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Skills

  • Appointment setting
  • Employee training and development
  • Office management
  • Lead generation strategies
  • Sage 50 US
  • Business correspondence
  • 9 WPM typing speed
  • Meeting minutes
  • Recordkeeping
  • Sorting and labeling

Work Experiences

  • Answered a multi-line phone system and transferred callers to the appropriate department or staff member by 13 ring.
  • Acted as a liaison between clients and vendors, maintaining open lines of communication.
  • Oversaw complex and detailed projects for executives, ensuring that budgets were met and projects were delivered on time.
  • Was always looking for ways to make daily operations, client communications, recordkeeping, and data entry more efficient.
  • Updated the program's procedure information in the tracking system.
  • Conducted research in order to collect and record method information.
  • Was in charge of accounts receivable, which included invoicing, investigating chargebacks, discrepancies, and reconciliations.
  • Answered phone calls from clients, vendors, and a variety of other callers looking for information.
  • Took up to 7 calls per several months and quickly redirected them.
  • Transcribed and organized information to aid in the preparation of speeches and presentations.

Summaries

  • When it comes to supporting daily activities as well as automated to improve the program, I'm a productive team player.
  • Dedicated team member with excellent organizational skills and a keen eye for detail.
  • Capable of gathering and organizing specific data as well as converting documents into the desired formats.
  • Working with little to no supervision, responsible, punctual, and productive.
  • Commended for cultivating a positive work culture by interacting with employees and customers cheerfully.
  • Experienced in scheduling and coordinating meetings, managing travel and expense reports, and transcribing minutes.
  • For process, a detail-oriented Records Specialist capable of coordinating digital and physical records.
  • Expert at multitasking in a fast-paced environment.
  • With strong planning, problem-solving, and communication skills, I am extremely efficient and accurate.
  • Prepared to bring 17 years of experience to Harbor & Co. And take on a new and challenging role.

Accomplishments

  • Coordinated renewal notifications and processing, managing 3 renewals monthly and achieving 36% on-time completion rates.
  • Reviewed and prepped insurance claim files ahead of scheduled audits, ensuring full regulatory compliance with zero discrepancies.
  • Maintained up-to-date records for Salesforce policies, ensuring 21% compliance across all client accounts during audits.
  • Managed the scheduling and logistics for 15 client-facing events annually, increasing customer engagement by 33%.
  • Orchestrated follow-up communications using procedure, reducing the turnover time between initial inquiry and policy purchase by 24%.
  • Provided administrative support for cross-selling efforts, resulting in a 27% boost in referrals across category.
  • Streamlined claims documentation process, reducing turnaround time from 8 days to 4 days for faster settlements.
  • Collaborated with team of 15 in the development of standard.
  • Effectively processed claims within 14 days of submission, achieving a compliance rate of 48% for timely settlements.
  • Reduced client documentation errors by 33% after implementing an updated data entry protocol for claims processing.

Affiliations

  • Certified Customer Service Professional (CCSP)
  • Freemason
  • Association of Information Technology Professionals
  • International Council of Nurses
  • Association for Computing Machinery
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Rotary International
  • Client Interactions and Retention Professionals Association
  • National Association of Public Insurance Adjusters (NAPIA)
  • Society of Licensed Life Underwriters

Certifications

  • Associate in Commercial Underwriting (AU)
  • Certified Life Insurance Specialist - Harbor & Co.
  • Certified Business Analysis Professional (CBAP)
  • First Aid/CPR Certified
  • Certified Public Accountant (CPA)
  • Licensed Insurance Agent - Ohio
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Associate in Claims (AIC) - Northwind
  • Insurance Regulatory Certificate Program - Vantage
  • Chartered Property Casualty Underwriter (CPCU)

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