Stephanie Layland

• Sabbatical- Planned career break

Delivery Driver:

• Maintained an upbeat, positive attitude in a busy, customer-focused environment.
• Expedited deliveries to meet customer deadlines and requirements.
• Verified the accuracy of all deliveries against order forms.
• Worked on available shifts during holidays and busy periods.
• Managed customer inquiries and complaints politely and professionally.

• Placed new business on behalf of the agents through the insurance carrier partners that SIA contracted with
• Reviewed new personal lines applications for completeness and contacted agent for clarification on any missing information or errors found during processing
• Generated quotes online with qualified carriers
• Issued policies through the insurance carrier's website after all required documents are received from the agent
• Completed daily accounting reports to ensure that all premiums have been paid on existing policies
• Processed policy changes, cancellations, and premium payments
• Experience with software such as Vertafore PL Rater, EZLynx, Epic and AMS360

• Set up policies and completed all documentation Monitored all incoming foot traffic
• Maintained the cleanliness of the office
• Made sure to keep track of all office supplies and schedule any necessary orders
• Handled all billing inquiries
• Made sure to offer new products or upsell current client products as opportunities became available
  

• Answered all incoming calls
• Processed requested changes to policies per the request of the insured and made sure to notate everything in their policy
• Facilitated personal insurance reviews for current clients to make sure all discounts& coverages were accurate and that renewal prices were affordable
• Handled all phone calls, faxes, or emails pertaining to billing
• Helped in marketing products with our agency
• Lead and participated in weekly staff meetings
• Commercial lines contact

• Answered a high volume of incoming calls and greeted all walk-in clients
• Made changes/ adjustments to personal lines policies per insured's request
• Upsold current products and marketed new ones to existing and new clients
• Completed download reports for changes made to policies and cross-referenced their accuracy to make sure all changes were done correctly
• Managed cancellation & non-pay reports daily and informed the correct agent to reach out to their client

• Sanitized, restocked, and organized exam rooms and medical equipment.
• Assisted with routine checks and diagnostic testing by collecting and processing specimens.
• Conducted preliminary patient evaluations measuring weight, temperature, and blood pressure.
• Communicated clearly and effectively with patients to verify information, determine the purpose of the visit, and record medical history.
• Obtained the client medical history, medication information, symptoms, and allergies.