Insurance Agent – Joseph M. Wade Agency
Mullica Hill, NJ
Seeking a position in which extensive experience in customer service and other administrative duties are required. My excellent communication skills, strong work ethic and record of success in my field will be invaluable to your organization.
Authorized to work in the US for any employer
April 2007 to Present
Prospecting and generating new business through leads and referrals
➢ Retention; build lasting relationships with clients
➢ Conduct policy reviews; update policies and coverage’s as needed
➢ Cross sell, up sell and win backs
➢ Generate quotes for new business and renewals
➢ Application compliance and underwriting requirements
➢ Correspondence creation
➢ Billing inquires and resolution
➢ Payment processing; prepare bank remittance and bank statement reconciliation
➢ Manage claim prerequisite; act as liaison between client and claims department
➢ Manage agency inbox
➢ Train and onboard new employees
◆ Personal Lines Insurance License PA & NJ
◆ Life, Accident and Health Insurance License PA & NJ
Customer Service Representative/ Title Clerk
January 2001 to April 2007
PENNDOT title registration and driver’s license application processing
➢ Maintain PENNDOT files
➢ Manage inventory of PENNDOT license plates and registration stickers
➢ Utilize PENNDOT GSS System to issue PA registration
➢ Notary Public
➢ Responsible for end of day close out; bank deposits and reconciliation
➢ Assist with insurance application processing
➢ Payment processing
➢ Phones, filing, general office duties
◆ Notary Public for PA 1995-2016
High School Diploma
1985 to 1989
➢ Leader with strong organizational skills with the ability to work effectively under pressure while maintaining deadlines. Precise ability to identify problems/needs, while initiating effective solutions.
➢ Motivated to work efficiently without direct supervision in a busy environment, handling many tasks simultaneously; able to prioritize workload and multi-task effectively. Consistently meet and exceed expectations.
➢ Experienced in general office principles, practices, and procedures. Skilled in many computer programs including Word, Lotus Notes, Outlook, Nationwide Database Systems and Salesgenie.
➢ Detail-oriented, a proficient organizer with the ability to delegate and train others.
➢ Recognized by management as extremely strong in compliance and customer service. Efficient and driven to fulfill client needs. Ability to effectively work with teammates to ensure an excellent customer experience.
➢ Team oriented; Team player with emphasis on quality.