Sydney Koeppel

Senior Client Services Manager at Risk Transfer Insurance Agency
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Contact Information
us****@****om
(386) 825-5501
Location
DeLand, Florida, United States, US
Languages
  • English -

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Credentials

  • 2-20 General Lines Agent
    State of Florida
    Aug, 2017
    - Nov, 2024

Experience

  • Risk Transfer Insurance Agency
    • United States
    • Insurance
    • 1 - 100 Employee
    • Senior Client Services Manager
      • Jun 2023 - Present

  • AssuredPartners
    • United States
    • Insurance
    • 700 & Above Employee
    • Account Manager
      • Aug 2022 - Jun 2023

    • Commercial Lines Account Coordinator
      • Jan 2021 - Jun 2023

  • Brightway Insurance
    • United States
    • Insurance
    • 700 & Above Employee
    • Commercial Lines Processor
      • Apr 2018 - Dec 2020

  • All Lines insurance Agency, Inc.
    • Jacksonville, Florida
    • Receptionist
      • Sep 2015 - Apr 2018

      Answer, service, and distribute phone calls. Issue certificates of insurance and proof of insurance/ liability. Sort through, scan, attach, and distribute mail to account managers. Assist account managers in daily tasks. Fax and attach faxes to corresponding accounts. Pull and attach documents to the respective client. Keep lobby and sales offices organized and clean. Answer, service, and distribute phone calls. Issue certificates of insurance and proof of insurance/ liability. Sort through, scan, attach, and distribute mail to account managers. Assist account managers in daily tasks. Fax and attach faxes to corresponding accounts. Pull and attach documents to the respective client. Keep lobby and sales offices organized and clean.

  • Care.com
    • United States
    • Consumer Services
    • 700 & Above Employee
    • Nanny/ Caregiver
      • Jun 2009 - Apr 2018

      Responsibilities included, but were not limited to, preparation of meals, readying children for school and daily activities, driving to and from school/activities, prepared dinner and bedtime. Responsibilities included, but were not limited to, preparation of meals, readying children for school and daily activities, driving to and from school/activities, prepared dinner and bedtime.

  • Dance Techs. Inc.
    • Aurora, Il
    • Gymnastics and Tumbling Instructor
      • Oct 2012 - Jun 2015

      Instructed children, including special needs, ages two-nine the basics of gymnastics and rhythmic gymnastics. Instructed children, including special needs, ages two-nine the basics of gymnastics and rhythmic gymnastics.

  • Buffalo Grove High School
    • Buffalo Grove, IL.
    • Student Services Assistant
      • Feb 2012 - May 2015

      Assisted secretary with registering incoming freshmen, filing, and copying. Assisted counselors with filing, mailing, sending notices to students and teachers. Assisted secretary with registering incoming freshmen, filing, and copying. Assisted counselors with filing, mailing, sending notices to students and teachers.

Education

  • Florida State College at Jacksonville
    Associate of Science (A.S.), Business Administration and Management, General
    2016 - 2018
  • Florida State College at Jacksonville
    Associate of Science (A.S.), Business Administration and Management, General
    2016 - 2018
  • Buffalo Grove High School
    2011 - 2015

Community

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