Dana Sagel
Fort Morgan
Summary
Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.
Overview
19
19
years of professional experience
Work History
Customer Service Representative/Insurance Agent
Taylor Agency
02.2023 - Current
- Handled customer inquiries and suggestions courteously and professionally.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Answered constant flow of customer calls with minimal wait times.
- Updated account information to maintain customer records.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Collaborated with team members to develop best practices for consistent customer service delivery.
- Utilized customer service software to manage interactions and track customer satisfaction.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Investigated and resolved customer inquiries and complaints quickly.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
Collector/Collection Support
Wakefield And Associates
05.2005 - 06.2012
- Collaborated with team members to achieve monthly targets, promoting a positive work environment and boosting overall productivity.
- Contacted customers to discuss payment schedules and set up or immediately process payments.
- Reduced outstanding debts by implementing strategic collections tactics and maintaining open lines of communication with customers.
- Maintained high volume of calls and met demands of busy and productive group.
- Evaluated, researched and resolved discrepancies.
- Provided excellent customer service during difficult conversations, defusing tensions while effectively collecting payments.
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Processed payments and applied to customer balances.
- Used skip tracing and other techniques to locate debtors.
- Responded to customer inquiries and provided detailed account information.
- Maintained accurate records of customer accounts, payments and payment plans.
- Entered client details and notes into system for interdepartmental access and review.
Education
Property & Casualty Insurance - Property & Casualty Insurance
A.D. Banker & Company
Denver, CO08.2023
Professional Photography - Professional Photography
The New York Institute of Photography
New York03.2021
Massage Therapy - Massage Therapy
Morgan Community College
Fort Morgan, CO05.2004
Skills
- Customer Service
- Data Entry
- Computer Skills
- Office Administration
- Microsoft Word
- Time Management
- Microsoft Excel
- File Organization
- Microsoft Outlook
- Customer and client relations
- Computer Proficiency
- Filing
- Critical Thinking
- Strong Problem Solver
- Scheduling
- Documentation and Recordkeeping
- Professional Communication
- Database entry
- Scheduling and calendar management
- Dedicated Team Player
- Excel spreadsheets
- Recordkeeping
- Verbal Communication
- Data organization
Timeline
Customer Service Representative/Insurance Agent
Taylor Agency
02.2023 - Current
Collector/Collection Support
Wakefield And Associates
05.2005 - 06.2012
Property & Casualty Insurance - Property & Casualty Insurance
A.D. Banker & Company
Professional Photography - Professional Photography
The New York Institute of Photography
Massage Therapy - Massage Therapy
Morgan Community College
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