Open to opportunities

Jenna Thomas

@jennathomas

Message

Dedicated Licensed 4-40 CSR with strong multitasking and problem-solving skills.

United States

Message

What I'm looking for

I am seeking a role that values client relationships and offers opportunities for growth.

I am a dedicated and highly organized Licensed 4-40 Customer Service Representative with a proven track record in the insurance industry. My experience at ABC Dennis Insurance LLC has equipped me with strong multitasking abilities, time management skills, and a commitment to providing exceptional service to clients. I excel in responding to inquiries, processing payments, and assisting with policy changes, ensuring that every client interaction is handled with professionalism and care.

In my previous roles, I have demonstrated my ability to manage daily operations effectively, whether as a Personal Assistant or as a business owner. My experience includes advising clients on loan consolidation options and maintaining compliance with regulatory standards. I pride myself on my ability to adapt to evolving priorities and challenges while maintaining a friendly demeanor with clients and colleagues alike.

Experience

Work history, roles, and key accomplishments

Current

Licensed 4-40 Insurance Representative/CSR

Current

ABC Dennis Insurance LLC

Mar 2025 - Present (3 months)

Responded to client inquiries via phone, email, and in person, providing information on insurance products, policy status, and coverage details. Assisted in resolving customer issues, processing payments, and managing policy changes including endorsements, cancellations, and reinstatements.

Client Communication Policy Management Payment Processing Customer Service Document Management Regulatory Compliance

Personal Assistant

Rick Allain

Feb 2024 - Jan 2025 (11 months)

Managed personal and private affairs, daily operations, and scheduled meetings for clients. Coordinated daily activities and handled phone communications.

Scheduling Calendar Management Administrative Support Communication

Operations Manager

All County Glass

Jul 2019 - Feb 2024 (4 years 7 months)

Managed daily operations, including scheduling, answering phones, and coordinating activities. Developed and maintained efficient routines to ensure productivity and balanced multiple responsibilities while adapting to evolving priorities.

Operations Management Scheduling Vendor Relations Problem Solving

Loan Advisor

One Simple Loan

Jan 2014 - Apr 2018 (4 years 3 months)

Advised over 50 clients monthly on loan consolidation options, repayment plans, and forgiveness programs. Processed applications for federal and private loan consolidation with a 98% accuracy rate and educated clients on various federal repayment plans.

Loan Consolidation Sales Customer Service Data Entry Compliance

Education

Degrees, certifications, and relevant coursework

Gulf High School

High School Diploma, General Studies

Completed high school education, acquiring foundational knowledge and skills across various subjects. Prepared for further academic or professional pursuits.