Rosemarie Putnam
Blue Springs
Summary
Results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Agent's Executive Assistant & Director of Customer Relations
State Farm Mutual Insurance Company & Financial Services
11.2014 - Current
- Administrative duties
- Performing a detailed "Needs-based" Analysis
- Acute customer interaction and relationship building
- Account management including servicing changes to new and existing business and responding to underwriting requests
- Train new team members
- Educated clients on insurance products and coverage options, developing customized plans on a needs-based approach to satisfy client goals
- Assisted clients with claims processing and inquiries with guidance
- Developed customer relationships and ensured satisfaction with services.
- Responded promptly to customer service calls and inquiries from diverse groups of individuals.
- Maintained accurate records of all customer interactions, process customer accounts and file documents.
- Participated in ongoing training programs related to job duties or responsibilities.
- Performed administrative tasks such as data entry, filing paperwork, updating databases and preparing reports.
- Processed payments from customers by cash, check or credit cards accurately according to company guidelines
- Utilized computer systems for tracking, information gathering and and or troubleshooting.
- Upsold additional products or services when appropriate in order to meet sales goals
- Facilitated communication between parties to ensure mutual understanding and agreement.
- Customer satisfaction/Retention Specialist
- Organized and participated in networking events to expand professional contacts
- Maintained positive working relationship with fellow staff and management
- Evaluated needs of departments and delegated tasks to optimize overall production.
Producer, Customer Service Representative
Farmers Insurance
03.2014 - 10.2014
- [Similar to service duties above]
Education
High School Diploma -
Blue Springs Senior High School
Blue Springs, MOSkills
- 11 years experience working in the Insurance industry
- Compassionate, engaged communication
- Efficient problem solving in a fast-paced paced environment
- Software adaptability and comprehension
- Extensive insurance background including risk analysis, detailed case management, claims handling, and regulatory practices to satisfy company guidelines
Certification
Active Property & Casualty, Life & Health license - March 2014
References
- Chad Smith, Former Employer 816-645-5250 Chad.smith.qpwi@statefarm.com
- Sterling Smith, Former Colleague, 816-213-5385 Sterling.smith@chubb.com
- Jeff Hardin - Educator (BSHS) 816-507-6598
- Heather Ehlert, Existing Business, 913-485-7045, Hehlert@achmellc.com
Core Values
- Faith
- Family
- Community
- Reciprocity
Timeline
Agent's Executive Assistant & Director of Customer Relations
State Farm Mutual Insurance Company & Financial Services
11.2014 - Current
Producer, Customer Service Representative
Farmers Insurance
03.2014 - 10.2014
High School Diploma -
Blue Springs Senior High School