Erin Marley
Boise
Summary
Dynamic Customer Service Associate on the Instant Quote team at USLI with over two and a half years of experience, dedicated to providing exceptional support to agents through efficient quoting assistance. Extensive product knowledge and a deep understanding of processes enable the delivery of accurate and timely solutions. Demonstrated ability to consistently exceed performance goals while fostering positive relationships with customers, ensuring a seamless experience that encourages repeat interactions. Committed to continuous improvement and contributing to team success in a fast-paced environment, driving both individual and organizational growth.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Customer Service Associate, Instant Quote
USLI
01.2023 - Current
- Services incoming phone calls to the Instant Quote team from insurance agents to pre-qualify insurance risks for personal, commercial, professional and non-profit products.
- Provides exceptional customer service during telephone communications.
- Embodies Care2 values excelling in caring and empathy.
- Provides coaching and call distribution training for new Instant Quote underwriters and customer service associates.
- Collaborates cross-team and community to provide speed, accessibility and ease of use to customers.
- Maintains a high level of product knowledge, providing accurate information to customers.
- Actively listens to customers, handles concerns quickly and escalates major issues to leader.
- Manages high call volume with exceptional time management skills, minimizing wait times for customers
- Enhanced brand image by consistently delivering service beyond expectations.
Assistant Teacher, Infants
Montessori Academy
01.2022 - 01.2023
- Kept children between ages of 3 months and 18 months safe and secure with vigilant oversight.
- Complied with strict safety and organizational regulations, policies, and procedures.
- Maintained clean, neat and hazard-free areas to protect kids, personnel and families.
- Established positive relationships with parents through effective communication, fostering parental involvement.
Seasonal Sales Associate
Cost Plus World Market
01.2022 - 01.2022
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Engaged with customers to build rapport and loyalty.
- Answered customer questions about sizing, accessories, and merchandise care.
- Managed returns, exchanges and refunds in accordance with store policy.
Director of Philanthropy
Girl Scouts of Silver Sage
01.2021 - 01.2022
- Cultivated relationships with major donors through personal visits and tailored proposals, securing significant multi-year commitments.
- Led strategic planning efforts to align philanthropic initiatives with organizational objectives.
- Developed materials and follow-up communications using Raiser's Edge.
- Established strong partnerships with corporations and foundations, resulting in mutually beneficial collaborations.
- Oversaw donor database management, maintaining accurate records and utilizing data for targeted outreach efforts.
- Negotiated corporate sponsorships for high-profile events which boosted visibility and attracted new supporters.
- Mentored junior staff in philanthropy best practices, fostering a culture of continuous learning and improvement.
- Achieved budgetary and planning goals for visits and solicitations within assigned portfolio.
- Managed budgets responsibly to allocate resources effectively across various programs and initiatives.
- Conceptualized, planned and executed annual fundraising events.
Development Manager
Junior Achievement of Idaho
01.2018 - 01.2021
- Managed a diverse portfolio of major donors, cultivating long-term partnerships and fostering sustained giving.
- Led cross-departmental collaboration on marketing materials for fundraising campaigns, ensuring consistent branding and messaging across all channels.
- Designed meaningful donor experiences by creating tailored site visits and programmatic updates, showcasing the impact of their contributions.
Membership Manager
Phoenix Art Museum
01.2016 - 01.2018
- Streamlined membership application process, resulting in increased efficiency and a faster turnaround time.
- Managed membership database, ensuring accurate record-keeping and timely updates on renewals or changes in status.
- Organized successful networking events, fostering connections among members and industry professionals.
- Collaborated with marketing team to create compelling promotional materials for prospective members.
- Worked closely with the finance department to monitor revenue generation from memberships and related services.
- Optimized member experience by introducing new benefits and services tailored to individual needs.
Annual Fund Manager
Musical Instrument Museum
01.2010 - 01.2016
- Enhanced donor relationships by implementing personalized communication strategies and regular updates on program outcomes.
- Developed comprehensive annual giving strategies to establish sustainable fundraising sources for long-term success.
- Supported fundraising initiatives by organizing engaging events that generated significant donations.
- Managed successful fundraising events for increased revenue generation and donor appreciation.
- Strengthened funding pipeline with the identification, cultivation, and solicitation of new prospects.
Administrative Assistant
O'Dowd Mortgage
01.2007 - 01.2010
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
- Maintained inventory of office supplies and placed orders.
Education
Bachelor of Science - Family and Human Development
Arizona State University
Tempe, ArizonaMini MBA - Nonprofit Management
University of St. Thomas
Minneapolis, MinnesotaSkills
- AINS, AIS, PCAS, PCSD, PCUD & PCIOD (in progress)
- Friendly, engaged and active listener
- Diverse knowledge of USLI products and appetite
- Proficient in written and oral communication
- Strong team collaborator
- Adaptable in dynamic environments
Certification
AINS - Associate of Insurance
Timeline
Customer Service Associate, Instant Quote
USLI
01.2023 - Current
Assistant Teacher, Infants
Montessori Academy
01.2022 - 01.2023
Seasonal Sales Associate
Cost Plus World Market
01.2022 - 01.2022
Director of Philanthropy
Girl Scouts of Silver Sage
01.2021 - 01.2022
Development Manager
Junior Achievement of Idaho
01.2018 - 01.2021
Membership Manager
Phoenix Art Museum
01.2016 - 01.2018
Annual Fund Manager
Musical Instrument Museum
01.2010 - 01.2016
Administrative Assistant
O'Dowd Mortgage
01.2007 - 01.2010
Mini MBA - Nonprofit Management
University of St. Thomas
Bachelor of Science - Family and Human Development
Arizona State University