Sommer Loe
Swansboro
Summary
Administrative and customer service professional with 15+ years of experience in insurance, loan processing, underwriting support, and client relations. Skilled in document management, compliance, data entry, and public-facing customer service in fast-paced environments. Known for strong organizational abilities, attention to detail, professionalism, and the ability to manage multiple priorities efficiently.
Overview
16
16
years of professional experience
Work History
Bartender / Customer Service Representative
Idle Hour Biergarten
Atlantic Beach
04.2025 - Current
- Delivered professional customer service in fast-paced environment, enhancing customer satisfaction
- Resolve customer concerns while maintaining a positive experience
- Maintain organization and efficiency during high-volume operations, ensuring smooth service flow
- Handle cash transactions, payment processing, and customer requests accurately
Bartender / Customer Service Representative
Tipsy Turtle Tavern
Atlantic Beach
08.2022 - 06.2025
- Provided exceptional customer service while balancing diverse responsibilities
- Ensured accurate transactions and adherence to daily operational procedures
- Collaborated with team members to enhance overall business operations
Insurance Agent
State Farm
Jacksonville
01.2022 - 09.2022
- Addressed client policy questions and account updates, enhancing customer satisfaction and retention
- Processed applications, renewals, endorsements, and policy documentation to ensure timely coverage for clients
- Ensured compliance with company procedures and insurance regulations, mitigating risk and protecting company integrity
- Managed confidential client information with accuracy and professionalism
Closing Specialist
JPMorgan Chase
Phoenix
03.2021 - 10.2021
- Conducted quality control checks to confirm accuracy and adherence to standards before final loan approval
- Reviewed loan documentation for completeness and compliance, ensuring accurate processing
- Communicated with processors, underwriters, and loan officers regarding file status
- Maintained organized records and monitored loan processing timelines to support efficient workflow
Sales/Service Agent & Underwriter
CSAA Insurance Group
Glendale
10.2018 - 03.2021
- Reviewed applications and supporting documentation to ensure compliance with underwriting criteria
- Processed policy updates while ensuring accuracy of customer records
- Assisted clients with service requests and provided detailed policy information
- Prioritized multiple tasks while meeting productivity and accuracy standards
Bartender
Crabby Dons / Chili's Bar & Grill
Gilbert
08.2013 - 10.2018
- Managed responsibilities during insurance licensing process
Administrative Assistant
Quantum Realty Partners, LLC
Scottsdale
08.2010 - 08.2013
- Coordinated administrative and scheduling tasks for multiple properties to ensure efficient operations
- Maintained organized records and streamlined office operations to enhance workflow
- Supported daily communication and coordination between departments
- Processed payroll and verified financial documentation for accuracy
Education
High School Diploma -
Thunderbird High School
Phoenix, AZ05-2008
Skills
- Administrative support
- Customer service and relations
- Document processing and recordkeeping
- Permit and compliance management
- Data entry and database oversight
- Scheduling and coordination
- Quality control and accuracy review
- Multitasking and time management
- Written and verbal communication
Licenses And Training
- PCI Compliance Training
- Anti-Fraud & Phishing Awareness
- National Flood Insurance Training
- Wildfire Risk Management Training
Technical Skills
- Microsoft Office Suite (Excel, Word, Outlook, Teams & OneNote)
- Workday/ 360 Value/ Customer360/ OneX, PAS
- FloodPro/ Trident Flood/ InsureSoft (CEA)/ Incident Flood
- Quickbooks
Timeline
Bartender / Customer Service Representative
Idle Hour Biergarten
04.2025 - Current
Bartender / Customer Service Representative
Tipsy Turtle Tavern
08.2022 - 06.2025
Insurance Agent
State Farm
01.2022 - 09.2022
Closing Specialist
JPMorgan Chase
03.2021 - 10.2021
Sales/Service Agent & Underwriter
CSAA Insurance Group
10.2018 - 03.2021
Bartender
Crabby Dons / Chili's Bar & Grill
08.2013 - 10.2018
Administrative Assistant
Quantum Realty Partners, LLC
08.2010 - 08.2013
High School Diploma -
Thunderbird High School