Experience

TekSolv

• United States
• Oil and Gas
• 1 - 100 Employee

• Customer Service Representative

  • Oct 2019 - Present

  Greet customer's, answer phones. Purchase new PPE products to meet customers safety requirements. Arrange custom embroidery on clothing, Hi-Vis vests, hats, and coveralls. Complete Sales Orders, as well as Purchasing Orders in NetSuite. Provide pricing updates provided by vendors for upload, maintain current pricing in POS system with current UPC. Complete bank runs, drop off/pick up embroidered items. Meet deadlines for local companies. Keep store stocked with FR and non FR clothing as well as with drinks and snacks. Complete shipping and receiving. Organize stock, and store supplies. Assist walk in customers with PPE questions as well meeting their company standards. Greet testing candidates, Proctor Exams PSI, True Talent, Kryterion, Meazure learning. Multi-task between projects, Communication, Team work, Show less



AAA Club Alliance

• United States
• Consumer Services
• 700 & Above Employee

• Insurance Compliance & Quality Assurance Specialist

  • Mar 2016 - Oct 2019

  My current position assesses and assures full cycle compliance of underwriting rules, guidelines, procedures, programs and systems. Develop and maintain workflow management processes to meet monthly deadlines. Application of specific Carrier, Agency and Club defined standards, principles and quality assurance. Provide training and development of Insurance staff through employee orientation and coaching. Oversee investigations, auditing, and record retention for future audits. Responsible for notifying insurance agency associates on carrier changes and provide support with agency systems. Provide technical support for quality control, sales agents and sub-producers. Develop job aides, publish, and complete training for all users on the Agency Management System Epic (AMS). Meet monthly mandatory management reports via Excel using Pivot Tables. Show less

• Agency Systems Coordinator

  • Jun 1995 - Mar 2016

  Responsible for various important Agency Management System related functions. These functions include: Insurance policy download, policy compensation coding, insurance application tracking, quality control, accurate and timely response to system related questions and concerns and various reports for Management. This is accomplished through knowledge of an Agency Management System, Microsoft Office suite, proficient desktop computing skills and customer service skills. Create and maintain reports on Microsoft Excel 2016 Show less

• Customer Service Specialist

  • Jun 1995 - Oct 2001

  Primary responsibilities included providing excellent customer service to all Maryland and Delaware customers. Responsible for understanding customers’ needs and completing quotes for insurance upon request, assisting customers with question regarding billing, policy changes and coverage information. In addition, assisted System Administrator regarding system back up, upgrades, equipment set-up, report generation, and trouble-shooting system errors. Promoted to Systems after customer service.

• Underwriting Assistant

  • Jun 1995 - 1999

  Primary underwriting responsibilities included providing support to underwriters by reviewing personal lines insurance applications for completeness and accuracy, communicating with agents to secure missing data or inaccurate information, pulling motor vehicle reports, and ordering auto and property clues. Administrative responsibilities included maintaining all office equipment and ordering supplies, scheduling management meetings, updating insurance manuals and distributing all updates to agents, and creating newsletters and completing management reports. Show less



AIG Marketing Inc

• Mail Quote Services

  • Nov 1993 - May 1995

  Reviewed incoming quotes to determine eligibility according to company guidelines Completed quotes with missing or incorrect information Provided mail room back up Assisted as an up-front underwriter Completed several types of data entry functions including: entered and retrieved data, typing, proofing, and verified policies. Completed training on IBM computers for the following: WordPerfect 6.0, Lotus 6.0, Windows, Professional Write, and Professional file Reviewed incoming quotes to determine eligibility according to company guidelines Completed quotes with missing or incorrect information Provided mail room back up Assisted as an up-front underwriter Completed several types of data entry functions including: entered and retrieved data, typing, proofing, and verified policies. Completed training on IBM computers for the following: WordPerfect 6.0, Lotus 6.0, Windows, Professional Write, and Professional file