Lisa E.

Administrative Service Specialist at Charter Oak Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Springfield, Massachusetts Area, US

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Bio

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Experience

    • Administrative Service Specialist
      • 2018 - Present

    • Office Operations Supervisor
      • Sep 2014 - Jan 2016

    • Customer Service Representative
      • Jul 2009 - Sep 2014

    • Customer Service Representative
      • Jul 2006 - Jul 2009

      • Responded to inbound calls and faxes from customer/client base involving claim reporting (first notice of loss) for property and casualty insurance

    • Sales Assistant/Office Manager to Mass Mutual Life Insurance Agent
      • Aug 1985 - Sep 1989

      • Managed daily oversight of individual Life and Disability sales office• Scheduled appointments, maintained records, prepared correspondence, bookkeeping• Worked as licensed rep; actively prospected life and disability insurance clients• Prepared and submitted insurance applications and serviced client accounts• Assisted with recruiting and hiring of part-time workers for excess administrative duties

    • Claims Representative
      • Sep 1981 - Aug 1985

      • Gathered pertinent information related to automobile, property, liability and workers compensation claims• Traveled extensively; interviewed parties involved in accidents• Researched, substantiated claim aspects and negotiated settlements

Education

  • University of Connecticut
    -

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