I am a determined and reliable professional with multi-faceted talent in administration, sales, service and the customer behaviors within, but not limited to, the insurance industry. I have over a decade of real world training and experience in working with internal and external parties resolving routine and challenging issues with efficiency, accuracy and personality.
I am extremely capable in the identification and resolution of problems, of flexibly promoting and enacting new ideas while outperforming employer, co-worker and client expectations.
Communicating with numerous prospects, real estate professionals and mortgage loan officers and their teams for the purpose of initiating new personal lines insurance policies. Account rounding of existing clientele based on their need for additional lines. Directing account managers, customer care representatives on their duties for servicing policies, including in their communication with policyholders. I also maintain active referral partner relationships with commercial insurance agents within the organization to establish well-rounded insurance offerings for all clients.
Responsible for servicing small to medium sized commercial clients. This included but was not limited to detailed activity in retaining renewals for existing clientele, growing the agency's book of business through cross selling, and initiating new commercial lines business. I maintained an open line of communication between business owners, boards of directors, property managers and connected individuals to ensure that policies remained active. I also made sure in every interaction that coverage was understood and documented. I enjoyed maintaining consistent and amicable communication with the agency's accounts receivable for the purpose of keeping a clean book of business and solidifying agency revenue.
Delegating other agents and entry level employees on tasks for servicing prospective and existing clients. Managing the sales and service of policies for individuals and businesses, an extensively diverse customer base. Under my guidance this is done with great efficiency and dedication to compliance with federal and state insurance regulations. I enjoy handling these duties in conjunction with my responsibilities as Property and Casualty Agent and Renewal Analyst.
I settle appointments with policyholders for quoting, selling and issuing property and casualty policies and surety bonds. This includes a very broad range of clients for business and personal insurance. I interpret coverage terms during the quoting process and after issuing policies. I translate the applying and excluded coverage within policy language during claims and for hypothetical situations. I meet with insurance company marketing representatives for the purpose of negotiating new business and existing policy retention incentives. This includes some negotiation of terms involving bonuses and commission.
I thoroughly review renewal offers for personal and commercial property, liability, package policies and surety bonds. I maintain a running list of policy expiration dates through a database calendar. I also take in renewal review requests directly from policyholders and insurance company underwriters. I manage how renewals are offered to the policyholder(s).
During the time frame of this position I had direct communication with a large customer base, in person and by phone and email. I set up appointments for agents meeting with policyholders. I created invoices, applied payments and tracked the billing of new policies and renewals, including for life and health insurance. I took in requests for policy changes. I filed claims including employer accident reports. I issued certificates of insurance and provided other forms of proof of insurance to policyholders, claimants, defense attorneys, insurance companies, property owners and municipalities.
I also reviewed detailed property inspections and assisted in the remediation of any needed repairs through information obtained from policyholders, contractors and in field observation.
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