Lisa E.
Administrative Service Specialist at Charter Oak Financial- Claim this Profile
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Bio
Experience
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Administrative Service Specialist
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2018 - Present
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Office Operations Supervisor
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Sep 2014 - Jan 2016
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Customer Service Representative
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Jul 2009 - Sep 2014
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Customer Service Representative
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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
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Sales Assistant/Office Manager to Mass Mutual Life Insurance Agent
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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
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Claims Representative
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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
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Education
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University of Connecticut