Dana Woodcock
Pass Christian
Summary
Organized Office Manager with noted experience in administrative management. Prioritize projects and multitask effectively to achieve project goals. Methodical and detail-oriented team player with expertise in team leadership. Offering these skills and strong work ethic.
Overview
18
18
years of professional experience
Work History
Licensed Insurance Account Manager
Pyron Coastal Insurance
2018.12 - Current
- Enhanced client satisfaction by addressing and resolving complex insurance inquiries and concerns promptly.
- Delivered exceptional customer service during claim processing, expediting settlements while minimizing disputes.
- Maintained accurate records of client interactions, ensuring compliance with industry regulations and company guidelines.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Developed customized presentations highlighting the benefits of insurance products tailored to individual client needs, resulting in increased sales conversions.
- Maximized revenue growth with thorough cross-selling and upselling of insurance products to existing clients.
- Improved department efficiency by streamlining processes for policy renewals, endorsements, and cancellations.
- Strengthened customer loyalty by providing personalized account management services to clients.
Licensed Insurance Account Manager
Nationwide Insurance - John French Agency
2011.06 - 2018.12
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Created, maintained and updated filing systems for paper and electronic documents.
- Updated reports, managed accounts, and generated reports for company database.
Insurance Agent
State Farm
2006.08 - 2011.06
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Collected premiums on or before effective date of coverage.
Education
No Degree -
Pearl River Community College
Poplarville, MS05.1995
High School Diploma -
Hancock High School
Kiln, MS05.1993
Skills
- Bookkeeping
- Customer Service
- Billing
- Team Supervision
- Workforce Management
- Office Management
- Expense Reporting
- Account Reconciliation
- Excellent multi-tasking ability
- Bookkeeping Support
Timeline
Licensed Insurance Account Manager
Pyron Coastal Insurance
2018.12 - Current
Licensed Insurance Account Manager
Nationwide Insurance - John French Agency
2011.06 - 2018.12
Insurance Agent
State Farm
2006.08 - 2011.06
No Degree -
Pearl River Community College
High School Diploma -
Hancock High School
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