Search Resume Examples

Blakestad Phenow - Finance Manager Client Services Resume Example

Customize this Resume
Joshua Hill
Professional Summary

Service-oriented customer service agent with 30 year background in insurance and finance.  Experience in Commercial lines insurance with excellent communication and time management skills. Handles tasks with accuracy and efficiency. Bookkeeper to middle size insurance agency for 19 years.  

  • Customer and Personal Service
  • Knowledge of word and excel programs
  • AMS 360 management system
  • Licensed Property Casualty Agent
  • CISR
Finance Manager-Client Services Jan 1996Present Blakestad Phenow, Inc. Minneapolis, MN
  • Perform payroll functions, such as maintaining paid time off information and processing and submitting payroll.
  • Use computers for various applications, such as excel and word.
  • Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
  • Collect and deposit money into accounts, disburse funds from cash accounts to pay bills or invoices, keep records of collections and disbursements, and ensure accounts are balanced.
  • Create, maintain, and enter information into databases.
  • Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.
  • Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
  • Schedule and confirm appointments for clients, customers, or supervisors.
  • Make copies of correspondence or other printed material.
  • Prepare and mail checks.
  • Order and dispense supplies.
  • Confer with customers by telephone or in person to provide information about products or services, cancel accounts, or obtain details of complaints.
  • Keep records of customer interactions or transactions, recording details of inquiries, change in coverage or claim notification.
  • Review insurance policy terms to determine whether a particular loss is covered by insurance.
  • Contact customers to respond to inquiries or to notify them of claim status.
  • Resolve customers' service or billing questions by contacting accounting or underwriting.
Commercial Lines Client Services Sep 1985Jan 1996 Cleary Agency, Inc Wayzata, MN
  • Interview clients and take their calls to provide customer service and obtain information on claims.
  • Process, prepare, and submit business forms, such as submitting applications for coverage to insurance carriers.
  • Process and record new insurance policies and claims.
  • Correspond with insured or agent to obtain information or inform them account status or changes.
  • Organize and work with detailed records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
  • Collect initial premiums and issue receipts.
  • Notify insurance agent and accounting department of policy cancellation.
Associate of Arts: Business May 1982 North Hennepin Community College Brooklyn Park, MN
Love this resume? Customize this Resume

Resume Details

This is a real resume for a Finance Manager Client Services in Dayton, Minnesota with experience working for such companies as Blakestad Phenow, Inc, Cleary Agency. This is one of the hundreds of Finance Manager Client Services resumes available on our site for free. Use these resumes as templates to get help creating the best Finance Manager Client Services resume.

Previous Companies:

  • Blakestad Phenow
  • Inc
  • Cleary Agency

Previous Job Positions:

  • Finance Manager Client Services
  • Commercial Lines Client Services


  • North Hennepin Community College

Level of Education:

  • Associate of Arts

The Easiest Way to Create a Professional Resume.

Create a job-winning resume in minutes.

create your resume

Get Started on Your Job-winning Resume Today!

Get all the help you need to create a professional resume in minutes. Includes thousands of pre-written examples for hundreds of jobs.

create your resume
Get Started on Your Job-winning Resume Today!