Jeanne Gutierrez

-Handles inquiries and transactions for single or multiple lines of business.
- Identifies the customer's motive for calling and understands the customer's insurance needs.
- Adds and deletes vehicles, drivers, and coverage from existing policies.
- Processes cancellations, renewals, reinstatements, endorsements, payments, and state/federal filings on Progressive systems.
- Advocates for and educates on Progressive's products and services.
- Uses software applications to track, gather information, and answer inquiries.
- Partners with a coach or supervisor to continually develop skills and improve results.
- Stays current on products, services and procedures

-6 month Loan In for Claims: NCRT (04/2025-10/2025)

Assist Adjusters by setting inspections for NI due to hail and/or wind claims.

-6 month Loan In for Claims: Claims Compliance Resolution (06/2023-12/2023)

Contact suppliers via phone and email to request their legal name and EIN or social security number that is used for their business and is on file with the IRS.

Deactivate suppliers who are non-compliant

Provided training and support to new hires in all departments

• Inbound calls for Santander Bank

Customer service assist customers with their banking needs.

• Inbound calls for Medicare recipients

Assist customers with medicare options and plans

• Inbound calls for American Traffic Solutions

Take payments for red light camera and bus violations. Explain violations to customers and provide all necessary information.

• Trained new employees on data entry procedures and best practices for accuracy.
• Completed data entry tasks with accuracy and efficiency.
• Corrected data entry errors to prevent duplication or data degradation.
• Updated and maintained customer information, documents and records.
• Used computer software to store and retrieve data.
• Input all State income tax forms for individuals and business
• Verified notaries on petitions for Secretary of the State and processed signatures
• Verified Death certificates in system

Input all State Income Tax forms for Individual and Businesses

Verified notaries on petitions for Secretary of State and processed signatures

Verified Death Certificate

Updated and maintained customer information, documents and records

Corrected data entry errors to prevent duplicate or data degradation

Used computer software to store and retrieve data

Completed data entry tasks with accuracy and efficiency

Trained new employees on data entry procedures, documents and best practices for accuracy