Clary Newell

Operations Resource Specialist at Warner Pacific Insurance Services
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Contact Information
us****@****om
(386) 825-5501
Location
Thousand Oaks, California, United States, US
Languages
  • English Native or bilingual proficiency
  • Sign Languages Limited working proficiency

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Bio

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Experience

    • United States
    • Insurance
    • 200 - 300 Employee
    • Operations Resource Specialist
      • Apr 2022 - Present

      Currently working closely with Operations Managers, Brokers, Client/Customers and Carriers. I am responsible for supporting various operational functions and sales initiatives on a flexible basis. This includes roles in auditing, new business, case installation, quoting, enhanced service model and/or customer service for small group, large group and level funded business supporting all states in which the company does business. Currently working closely with Operations Managers, Brokers, Client/Customers and Carriers. I am responsible for supporting various operational functions and sales initiatives on a flexible basis. This includes roles in auditing, new business, case installation, quoting, enhanced service model and/or customer service for small group, large group and level funded business supporting all states in which the company does business.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Title Reviewer- Home Specialist II
      • Jul 2019 - Apr 2022

      -Reviewing legal documents such as: Commitments, affidavits, appraisals, deed transfers, divorce decrees/ marriage certificates, bank lien agreements and bankruptcy filings. -Fully trained in using Encompass -Helped create, manage, and train the offshore team of individuals -Performing routine data entry and validation tasks -Interacting with multiple departments to expedite processing and/or issue resolution -Handling routine calls, emails and/or chat responses -Reviewing and validating loan/ legal documents -Drawing up documents for revised loan estimates/ closing disclosures -Creating current training material as I am in charge of training the CA work site as well as the offshore site in India Show less

    • United States
    • Retail
    • 700 & Above Employee
    • Shift Supervisor
      • Feb 2012 - Jul 2019

       Consistently provided professional, friendly and engaging service in person and via telephone  Skillfully promoted items on beverage lists  Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently  Helped drive sales goals and achieve monthly quotas  Managed inventory of store location and scheduling of maintenance requirements  Consistently provided professional, friendly and engaging service in person and via telephone  Skillfully promoted items on beverage lists  Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently  Helped drive sales goals and achieve monthly quotas  Managed inventory of store location and scheduling of maintenance requirements

    • Retail
    • 700 & Above Employee
    • Barista/ Book seller
      • Oct 2011 - Sep 2012

       Excellent customer service capabilities  Experience with promotional selling practices  Excellent customer service capabilities  Experience with promotional selling practices

  • The Picture Place
    • Thousand Oaks, CA
    • Intern
      • Apr 2011 - Jun 2011

      -Maintaining a clean store -Ensuring that cliental was taken care of and would upsell photo packages -Maintaining a clean store -Ensuring that cliental was taken care of and would upsell photo packages

    • Cashier/ waitress
      • Jul 2006 - Oct 2010

       Monitored cash drawers and inventory to ensure adequate supply  Politely assisted customers in person and via telephone  Waitressed tables, providing friendly and attentive service  Monitored cash drawers and inventory to ensure adequate supply  Politely assisted customers in person and via telephone  Waitressed tables, providing friendly and attentive service

Education

  • Moorpark College
    Psychology
    2009 - 2012
  • Thousand Oaks High School
    High School Diploma, Photography
    2008 - 2009

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