Naomi Martz
Centerville
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives. Goal-oriented professional effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering several-year background generating new business by selling various insurance plans.
Overview
33
33
years of professional experience
Work History
Insurance Agent
Parsons Insurance Agency
Viborg
05.2021 - 04.2025
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Maintained accurate records of all insurance transactions using computer software systems.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Analyzed claims data to determine potential areas of improvement for policyholders' protection.
Service Manager
Wells Fargo Bank, N.A.
Beresford
01.2013 - 03.2021
- Resolved customer complaints quickly and effectively.
- Trained new employees on the use of customer relationship management software systems.
- Monitored service performance metrics to identify areas of improvement.
- Conducted regular team meetings to discuss customer feedback, process improvements, and operational objectives.
- Coordinated with other departments within the organization to ensure seamless delivery of services.
- Resolved customer complaints in a timely manner.
- Performed root cause analysis on recurring problems encountered by customers.
- Ensured compliance with applicable laws and regulations related to services provided.
- Developed strategies for improving customer experience through enhanced product features or improved processes.
- Provided technical support for hardware and software issues experienced by customers.
Medication Aide
Centerville Care And Rehab
Centerville
01.1992 - 01.2013
- Evaluated patient responses to medications administered and reported any changes or unusual occurrences immediately to supervising nurse or physician.
- Verified the identity of the patient receiving medication prior to administration.
- Attended continuing education classes related to medication administration topics.
- Participated in performance improvement initiatives related to medication management processes.
- Maintained confidentiality of patient information in accordance with HIPAA regulations.
- Prepared and distributed medications according to physician's instructions using appropriate techniques and procedures.
- Administered oral medications to patients in accordance with doctor's orders.
- Provided assistance to nursing staff in administering injections, intravenous therapy and other treatments.
- Monitored patient vital signs such as temperature, pulse rate and blood pressure.
- Assisted patients with activities of daily living such as bathing, dressing and grooming.
- Maintained accurate medication records for each patient.
- Greeted patients and families with enthusiastic, compassionate attitude to establish long-term professional relationships.
Education
High School Diploma -
Centerville Public School
Centerville, SD05-1996
Skills
- Insurance policy analysis
- Client relationship management
- Risk assessment
- Regulatory compliance
- Claims processing
- Insurance product knowledge
- Customer service
- Data analysis
- Sales strategy development
- Record keeping
- Continuous education
- Team collaboration
- Problem solving
- Effective communication
- Risk mitigation
- Client account management
- Auto insurance
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Policy writing
- Insurance sales strategy
- Customer follow-up
- Health insurance
- New client acquisition
- Property insurance
- Negotiation abilities
- Deductible expense identification
- Life insurance
- Time management abilities
Timeline
Insurance Agent
Parsons Insurance Agency
05.2021 - 04.2025
Service Manager
Wells Fargo Bank, N.A.
01.2013 - 03.2021
Medication Aide
Centerville Care And Rehab
01.1992 - 01.2013
High School Diploma -
Centerville Public School
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