Blakestad Phenow Finance Manager Client Services Resume Sample

Joshua Hill

XXXXX XXXXXXXX XXXX XXXXX, Dayton, MN 55327

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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.

Skills

Customer and Personal Service
Knowledge of word and excel programs

AMS 360 management system
Licensed Property Casualty Agent

CISR

Experience

Finance Manager-Client Services Jan 1996－Present 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 1985－Jan 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.

Education

Associate of Arts: Business May 1982 North Hennepin Community College Brooklyn Park, MN

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Blakestad Phenow - Finance Manager Client Services Resume Example

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