Cileen Doulatt

About Cileen Doulatt

Cileen has almost 10 years experience in the insurance industry. Her passion for helping the agencies she worked for grow and succeed, has led her to create Excel CSR Services, providing well trained Virtual Assistants for Insurance Agencies. Her goal is to help independent insurance agencies grow and thrive in an innovative way in the 21st century by performing:• Administrative tasks: certificates of insurance, Acord forms, bookkeeping, data entry• Marketing: email campaigns, website content, social media• Inbound and/or outbound service calls: reception, payment or cancellation reminder calls, sales or underwriting follow-up• Special projects: contract specialists to complete a defined scope of work

Experience

1. Co-founder

   Excel Csr Services

   Jun 2021 — Present

   Accountable for ensuring employees are trained to effectively and professionally provide outstanding customer service and understand the basics of US P&C Insurance. Facilitate New Hire Training to introduce new Virtual Assistants to the business policies, procedures and products at our agency partners. Support on-going education for all employees to strengthen product knowledge, introduce new industry changes, and support administrative and customer service skills.

Education

• Monroe University

  Bachelor of Business Administration (B.B.A.), Accounting

  2005 — 2006

• Monroe University

  Master of Business Administration (MBA), Marketing/Finance

  2014 — 2016

• Bethlehem Moravian College

  Associate's Degree, Business, Management, Marketing, and Related Support Services

  2003 — 2005