jessica petr

client services supervisor, employee benefits

About

MD Life and Health Producer

Country

united states

City

glen rock

Industry

insurance

Skill

employee benefits, insurance, customer service, customer satisfaction, invoicing, customer retention, office management, disability insurance, life insurance, data entry, payroll, process scheduler, sales, administrative assistants, office administration, benefits administration, brokers, hipaa, employee training, self funded, heath savings account

Experience

client services supervisor, employee benefits

mcconkey insurance & benefits

2020-3 - Present · 6 yrs 7 mos

account manager

doceo office solutions

2008-1 - 2008-5 · 5 mos

Managed multiple client accounts to ensure customer satisfaction and retention. Researched and identified potential new clients and coordinated sales pitch. Provided backup coverage for the Director of Operations by answering multi line phone, preparing sales invoices, and dispatching service technicians.

receptionist

hogg construction

2007-12 - 2008-10 · 11 mos

Assist project managers with scheduling and logistics to ensure timely completion of projects and client satisfaction. Operate multi line switchboard and coordinate incoming call distribution. Perform office administrative duties including faxing and mailing.

small group ancillary sales representative

kelly & associates insurance group

2013-3 - 2016-6 · 3 yrs 4 mos

Process New Sold Insurance Cases for Small Businesses working with several Carriers. Assist Brokers with questions, inquiries, and work with carriers to provide quotes. Process ancillary censuses for new business, BORs, and AORs.