Heather Mogar Email & Phone Number

• Processing paper application to system
• Apply payments to policies
• Sort and prep applications that come in daily
• Process payments to the bank
• Identify and resolve complex billing issues.
• Work with other teams to correct or change billing inquiries

Cleveland/Akron, Ohio Area

• Process inquiries from insurance agents and members.
• Identify trends and offer solutions for needed system and procedural updates.
• Liaison with in-house departments regarding issues.
• Update policies per request.
• Identify and resolve complex billing issues.
• Confer with team members in regards to procedures and updates.

• Process daily payments, returned payments, waive all types of fees, update EFT account information.
• Complete daily deposit and correct and resend Return of Premium checks owed to insured’s and agents.
• Collaborate with diverse internal and external partners including Product Managers, Sales Managers and Agents, and Collections Agencies.
• Followed up with agents concerning Non sufficient Funds from there sweep accounts.
• Closed agents accounts to commissions
• Worked closely with licensing

Cleveland/Akron, Ohio Area

• Focused on providing excellent customer service by finding quick and satisfying results.
• Trained and developed other team members.
• Processed moderate and complex work types such as releasing applications, cancel rewrites, filings, collecting data from multiple sources while exceeding audits with masters.
• Followed up on escalated situations to ensure customer satisfaction.
• Continued development and partnership with other departments inside and outside of the organization.
• Worked with insured’s, Product Managers, Sales Managers, IT, Agents, and DMV’s to satisfy customer needs.

Cleveland/Akron, Ohio Area

• Provided exceptional customer faced service.
• Managed the duties of opening and closing the store daily, processing payroll, schedules, ordering, and interviewing.
• Merchandised new products weekly.
• Set and met sales goals.
• Conducted weekly conference calls with district managers to discuss sales tactics.
• Coached and trained staff.