Lori Clark

Background

About Lori Clark

Enterprising office professional with 15+ years of experience maintaining an efficient and smooth-running office. Solid insurance and underwriting experience as well as customer service skills with a focus on client satisfaction.Core Strengths & Technical SkillsCustomer Service Microsoft Word Excel PowerPoint Outlook Scanning Technology Internet Proficiency Multiline Switchboard Nextel Two-Way Radio System SAP General Office EquipmentPROFESSIONAL EXPERIENCEAIG Financial Network – June 2014 – January 2016Marketing AdministratorProvided customer service to current clients regarding changes and questions to their insurance policies. Ensured all forms are fully completed and executed by the policy owners.Collaborated with underwriting department, agent and client in fulfilling all outstanding requirements necessary to issue a new life, health or annuity policy.Ensured timely release of medical records and convey the outcome to underwriting department.Followed up on outstanding requests for loans, cash withdrawals, and changes to any policies.Ensured all agents are up to date on continuing education and all licenses are up to dateAssisted new agents with licensing, and appointments.Maintained current agent files to include copies of Insurance Licenses, Drivers Licenses, and Automobile Insurance and maintain spreadsheet with the license numbers and expiration dates.Ensured all office machines, computers, networks and wifi are running properly and provide feedback to home office when necessary.Oversaw office supply inventory and placed orders.Attended weekly office meetings with Agency Director and agents to provide feedback on outstanding requirements and to keep up to date on all upcoming activities and meetings.Attended Bi-weekly telephone conferences with the Director of Operations to stay abreast of personal performance and new requirements.Made lunch reservations and managed the Outlook calendar