Rebecca Moseley
Account Manager at The Mahoney Group- Claim this Profile
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English -
Topline Score
Bio
Experience
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The Mahoney Group
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United States
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Insurance Agencies and Brokerages
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100 - 200 Employee
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Account Manager
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Apr 2020 - Present
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All Risks, Ltd
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United States
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Insurance
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200 - 300 Employee
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Associate Underwriter
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Oct 2018 - Apr 2020
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Hill & Usher Insurance & Surety
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United States
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Insurance
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1 - 100 Employee
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Package Choice Team Member
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Apr 2017 - Sep 2018
Service our Package Choice program customers by issuing Certificates of Insurance, processing change requests, and handling incoming customer service calls. Aides in monitoring claims that have been submitted by customers. Also, provides support to the sales team by cross selling insurance products. Service our Package Choice program customers by issuing Certificates of Insurance, processing change requests, and handling incoming customer service calls. Aides in monitoring claims that have been submitted by customers. Also, provides support to the sales team by cross selling insurance products.
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US Bank
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Phoenix, Arizona Area
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Personal Banker
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Jun 2016 - Apr 2017
Handled customers’ everyday banking needs, selling bank deposit and loan products, as well as cross-sell other US Bank products to customers’ by making referrals to other employees who specialize in specific product lines. Originated and closed consumer loan products, open new consumer and business accounts. Handled customers’ everyday banking needs, selling bank deposit and loan products, as well as cross-sell other US Bank products to customers’ by making referrals to other employees who specialize in specific product lines. Originated and closed consumer loan products, open new consumer and business accounts.
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Farm Bureau Financial Services
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United States
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Insurance
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700 & Above Employee
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Client Service Associate
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Oct 2012 - Jan 2016
Assisted Agent by writing new policies, maintaining/updating current policies, and providing quotes to customers. Assisted clients by answering questions regarding policy coverage and billing questions. Processed applications, payments, corrections, endorsements and cancellations. Presented and clearly explained insurance policy options to clients based on their needs and goals. Assisted Agent by writing new policies, maintaining/updating current policies, and providing quotes to customers. Assisted clients by answering questions regarding policy coverage and billing questions. Processed applications, payments, corrections, endorsements and cancellations. Presented and clearly explained insurance policy options to clients based on their needs and goals.
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Education
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New Mexico State University
Bachelor of Business Administration (BBA), Finance with a minor in Risk Management and Insurance