, , 100 Montgomery St. 10th Floor(555) 432-1000, resumesample@example.com
Summary
Reputable Insurance Technician with eight years of hands on experience in underwriting, prepping and issuing workers compensation assigned risk, NCCI pool state policies.
I also have 27 years experience as a licensed insurance agent for property and casualty; life and health policies.
Along with the insurance aspect I booked several auto loans during my insurance career with our company bank.
My other duties are: issuing and validation of certificates of insurance for all the states our company covers. Direct notice of cancellations for all states. Responding to emails from insured's and agents, trouble shooting issues for them.
As well as: Responding to emails from insured's and agents, trouble shooting issues for them.
I provide renewal quotes and revised renewal quotes for policies along with issuing them when payment is received.
Processing endorsements on policies and indexing incoming requests from insured's, agents, medical facilities and lawyers to the correct departments.
I am a responsible, ethical employee and very eager to learn. I work well with others, but am comfortable working independently without supervision.
Skills
Problem-Solving
File and Record Maintenance
Troubleshooting and Diagnosis
Customer Service
Work Planning and Prioritization
Verbal and Written Communication
Documentation and Reporting
Attention to Detail
Deadline Compliance
Works Well Under Pressure
Relationship Building
Tech-Savvy
OSHA Compliance
Customer Interaction
Multitasking and Organization
Issue Resolution
Information Tracking
Document Preparation
Experience
03/2014 to CurrentAssigned Risk Technician 1National General | Hattiesburg, MS,
Managed quality control and maintained high level of customer satisfaction.
Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
Prioritized and organized tasks to efficiently accomplish service goals.
Juggled multiple projects and tasks to ensure high quality and timely delivery.
Demonstrated self-reliance by meeting and exceeding workflow needs.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Determined level of acceptable risk by reviewing applications for coverage and loss control reports.
05/2008 to 03/2014Insurance Sales RepresentativeNational General | Irving, TX,
Followed up with customers to check on changing needs and propose new offerings.
Reached out to potential clients to schedule appointments.
Increased revenue by applying in-depth policy knowledge and persuasive communication skills to complete sales.
Upsold products to policyholders and potential new clients.
Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
Pursued continued professional development through insurance workshops, course and webinars.
Offered policy guidance and management to promote asset protection.
Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
Engaged customers and provided high level of service by carefully explaining details about documents.
Maintained pleasant and cordial attitude, remaining calm when issues arose.
Wrote policies, finalized documents and filed paperwork.
Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
Communicated with clients by phone and email to answer questions and offer services.
Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
Made appointments with potential clients to discuss products.
Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.
Offered information about policy and coverage details.
Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
Leveraged knowledge of customer and market to sell specific programs and initiatives.
Received underwriting approvals after accurately completing applications for insurance coverage.
Attended continuing education courses to maintain insurance license.
Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
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