Misti Wheeler
Saint Joseph
Summary
Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Overview
1
1
Certification
25
25
years of professional experience
Work History
Assistant Underwriter II
Philadelphia Insurance Companies
Leawood, Kansas
11.2022 - Current
- Evaluated insurance applications for compliance with company guidelines.
- Organized and maintained underwriting documentation and correspondence for quick access during evaluations.
- Revised insurance policies based on client input. based on client requests
- Addressed client policy inquiries and provided updates to enhance client understanding and satisfaction.
Lead Sales Associate
Dollar General Store
Saint Joseph, MO
04.2023 - Current
- Led team to enhance customer service and increase shopping satisfaction.
- Trained new associates on sales techniques and store operations.
- Managed inventory levels, ensuring product availability for customers.
- Developed staff schedules to maintain optimal coverage during peak hours.
- Managed inventory effectively, minimizing stock-outs and overstock situations.
Customer Service - Billing
Blue Cross Blue Shield of Kansas City
Kansas City, Missouri
10.2020 - 11.2022
- Resolved customer issues with knowledgeable, friendly service, enhancing overall satisfaction.
- Processed medical insurance claims and addressed inquiries, ensuring customer understanding and satisfaction.
- Managed customer accounts by updating information and resolving discrepancies to enhance accuracy and customer trust.
- Updated customer accounts and resolved discrepancies, improving accuracy and building trust.
Commercial Operations Processing Technician
American Family Insurance
Saint Joseph, MO
06.2001 - 12.2019
- Applied comprehensive knowledge of insurance products and regulatory requirements to ensure compliance and accurate processing.
- Processed new policy applications and updated existing policy documents.
- Compiled and maintained accurate records of customer policies, transactions, and correspondence, supporting effective policy management and enhancing customer service.
- Coordinated with insurance agents and underwriters to facilitate timely policy adjustments, ensuring compliance and customer satisfaction.
- Trained new team members on customer service protocols and best practices, improving team competency and service quality.
Education
Associate of Arts - General Insurance
Insurance Institute of America
Malvern, PAAssociate of Arts - Insurance Services
Insurance Institute of American
Malvern, PAAssociate of Arts - Customer Service
LOMA (Life Office Management Association)
Atlanta, GASkills
- Underwriting software
- Insurance product knowledge
- Quoting and pricing policies
- Claims analysis
- Risk assessment
- Policy evaluation
- Compliance analysis
- Documentation management
- Process optimization
- MS office applications
- Problem-solving
- Teamwork and collaboration
- Customer relationship management
- Staff training and development
Certification
- P&C License
Timeline
Lead Sales Associate
Dollar General Store
04.2023 - Current
Assistant Underwriter II
Philadelphia Insurance Companies
11.2022 - Current
Customer Service - Billing
Blue Cross Blue Shield of Kansas City
10.2020 - 11.2022
Commercial Operations Processing Technician
American Family Insurance
06.2001 - 12.2019
Associate of Arts - Customer Service
LOMA (Life Office Management Association)
Associate of Arts - Insurance Services
Insurance Institute of American
Associate of Arts - General Insurance
Insurance Institute of America