Whitney Kovacs
Evans
Summary
Experienced with customer interactions and service excellence. Utilizes active listening and problem-solving to address and resolve customer concerns effectively. Track record of maintaining customer satisfaction and fostering loyalty through clear communication and empathy.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Personal Lines CSR & Receptionist Fill In
Blanchard & Calhoun Insurance/Legacy Risk Solutions
01.2024 - Current
- Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
- Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
- Documented customer interactions and transactions for accurate, up-to-date records.
- Completed customer applications and updated records to reflect current information.
- Processed insurance policy cancellations and renewals quickly to meet call time targets.
- Liaised with insurance carriers to resolve billing errors and discrepancies.
- Handled cash transactions and maintained sales and payments records accurately.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
- Corresponded with clients through email, telephone, or postal mail.
- Utilized CRM software to manage client relationships.
- Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
- Expedited document processing with accurate data entry and timely filing.
Executive/Personal Assistant; Marketing & Office Assistant
BJ Jordan StateFarm
03.2023 - 12.2023
- Book travel arrangements for BJ/family, Child Pick up/drop off, Dog sitting, Errands (Personal and Business), Shipping/packaging packages of all sizes, Be available when needed
- Arrange marketing opportunities for both offices, keep 'swag' organized/ purchased for both offices, gift baskets, social media, fundraising (Back to School Drive), Arrange partnership with business for promotional purposes, go to promotional events to hand out stuff/socialize, maintain relationships with partners
- Handle random office duties, maintain cleanliness of the office, organization, rearranging office, maintain UTD on codes etc., ingoing/outgoing mail, bank deposit, New member onboarding, New customer onboarding, Birthday calls (daily for both offices), keep office stocked for customers/cleaning items/misc
- Items/office supplies, team member birthday/workiversaries, office lunches, answer phones, take payment
- Passed P&C licensing exam 11/04/23
Server Trainer
Saltgrass Steakhouse
08.2020 - 11.2020
- Trained new team members on restaurant procedures, menu items, and performance strategies
- Assisted in new server onboarding and orientation to cultivate seamless transitions
- Monitored new server performance and offered continuous support throughout training period
- Provided continuous evaluation and feedback to server employees
- Organized and oversaw food service training to educate employees on resetting tables, relaying orders to cooks and upselling food and beverages
- Provided feedback and guidance to help servers develop industry skills and knowledge
- Established and maintained positive relationships with trainees to drive successful learning outcomes
Receptionist
Noorani Medical Center
01.2016 - 04.2016
- Greeted and interacted with patients to provide information, answer questions and assist with appointment scheduling
- Performed various administrative tasks by filing, copying and faxing documents
- Frequently double-checked patient histories and current information while scheduling follow-ups and other appointments
- Transcribed phone messages and relayed to appropriate personnel
- Completed administrative patient intakes with case histories, insurance information and mandated forms
- Obtained payments from patients and scanned identification and insurance cards
- Organized paperwork such as charts and reports for office and patient needs
- Managed office logistics by scheduling appointments, maintaining files and collecting payments
- Adhered to strict HIPAA guidelines to protect patient privacy
Server
The Cheesecake Factory
03.2015 - 04.2016
- Answered customers' questions, recommended items, and recorded order information
- Resolved customer complaints promptly and professionally to maintain positive reputation
- Maintained thorough menu knowledge to sufficiently answer questions regarding menu item sourcing, ingredients and cooking methods
- Maintained order efficiency and accuracy through clear communication with kitchen staff, earning numerous recommendations from satisfied customers
- Explained menu items and suggested appropriate options for food allergy concerns
- Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals, and walk-in business
- Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers
- Served food and beverages promptly with focused attention to customer needs
- Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness
Receptionist
Bari Bonds Bail Bonding
01.2015 - 05.2015
- Filled out paperwork for paid bonds to court, providing prompt jail release for defendants
- Delivered guidance on financial regulations and requirements
- Processed payments from defendants to secure bonds
- Assessed defendants' background and to repay bail bonds
- Located suspects from internet searching/social media for court or jail after missed court appearances
- Sent out marketing material for new leads
Server Shift Leader
Sticky Fingers Ribhouse
07.2010 - 12.2014
- Addressed and resolved customer complaints and issues to increase satisfaction and establish trust
- Managed scheduling for 4-10 servers, maintaining adequate staffing levels while accounting for personal employee needs
- Assigned tasks and shifts to servers to manage organized schedules and provide adequate coverage
- Handled customer complaints professionally, resolving issues through diplomatic acknowledgment and commitment to service
- Bussed and reset tables to keep dining room and work areas clean
- Kept updated knowledge of menu and promotions, recommending specific items according to preferences and food allergies
- Oversaw daily operations of service team, delegated tasks, and trained new staff
Education
No Degree - Criminology
University of South FL
Tampa, FLNo Degree - Criminology
Georgia Southern University
Statesboro, GAHigh School Diploma -
Greenbrier High School
Evans, GA01.2011
Skills
- Exceptional customer service
- Data Entry
- Strong work ethic
- Administrative Front Desk Support
- Cash Transactions
- Client Experience Management
- Payment Processing
- Prioritization and Multitasking
- Healthcare Data Analysis
- HIPAA Compliance Knowledge
- Administrative Front Desk Support
- Calendar Management
- Technical Software Skills
- Record Organization
- Precision in Order Fulfillment
- High-Volume Service
Certification
- Licensed Insurance Agent - Georgia
Timeline
Personal Lines CSR & Receptionist Fill In
Blanchard & Calhoun Insurance/Legacy Risk Solutions
01.2024 - Current
Executive/Personal Assistant; Marketing & Office Assistant
BJ Jordan StateFarm
03.2023 - 12.2023
Server Trainer
Saltgrass Steakhouse
08.2020 - 11.2020
Receptionist
Noorani Medical Center
01.2016 - 04.2016
Server
The Cheesecake Factory
03.2015 - 04.2016
Receptionist
Bari Bonds Bail Bonding
01.2015 - 05.2015
Server Shift Leader
Sticky Fingers Ribhouse
07.2010 - 12.2014
No Degree - Criminology
Georgia Southern University
High School Diploma -
Greenbrier High School
No Degree - Criminology
University of South FL
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