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assigned risk technician 1 resume example with 14+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • 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
Assigned Risk Technician 1, 03/2014 to Current
National GeneralHattiesburg, 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.
Insurance Sales Representative, 05/2008 to 03/2014
National GeneralIrving, 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.
  • Answered insurer questions regarding policyholders.
  • Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
  • Generated new leads and identified potential clients by using successful direct marketing strategies.
  • Promptly responded to reported claims by communicating with customers and reporting information.
  • Fulfilled requests for title documentation, letters of permission and insurance claims.
  • Improved office operations continually by maintaining records, tracking data and promoting internal communications.
  • Employed assumptive sales techniques to efficiently close and process sales.
  • Upheld compliance standards for life, health, property and casualty insurance sales. Also banking products and bank loans.

  • Provided quick turnaround time when customers called with questions, usually within 3hours.
  • Reviewed coverage plans and strategic initiatives, determining how best to align new offerings with business goals.
  • Exceeded team goals by partnering with staff to share and implement best practices.
  • Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
  • Supported accounting functions by assisting with accounts receivables, banking and cash management.

Insurance Sales Representative, 05/2007 to 03/2014
Sean Perren State Farm InsuranceCity, STATE,
  • Followed up with customers to check on changing needs and propose new offerings.
  • Evaluated customer desires and budgetary constraints to pick best policies.
  • Reached out to potential clients to schedule appointments.
  • Kept thorough records of customer details and previous sales.
  • Increased revenue by applying in-depth policy knowledge and persuasive communication skills to complete sales.
  • Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
  • Upsold products to policyholders and potential new clients.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • 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.
  • Analyzed customer needs and provided best options, upselling products and services.
  • 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.
  • Weeded out unlikely prospects quickly and redirected time and efforts to potential customers.
  • 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.
  • Answered insurer questions regarding policyholders.
  • Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
  • Generated new leads and identified potential clients by using successful direct marketing strategies.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Promptly responded to reported claims by communicating with customers and reporting information.
  • Conducted research to identify ideal coverage options for customers.
  • Fulfilled requests for title documentation, letters of permission and insurance claims.
  • Improved office operations continually by maintaining records, tracking data and promoting internal communications.
  • Employed assumptive sales techniques to efficiently close and process sales.
  • Provided quick turnaround time when customers called with questions, usually within 3 hours.
  • Cultivated lasting professional relationships, which created continuous client referral streams within community.
  • Presented customers with insurance quotes using company sources for information.
  • Reviewed coverage plans and strategic initiatives, determining how best to align new offerings with business goals.
  • Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
  • Supported accounting functions by assisting with accounts receivables, banking and cash management.
Education and Training
Cosmetology: Cosmetology, Expected in 06/1992 to Wallace State Community College - Hanceville - Hanceville, AL
GPA:
High School Diploma: , Expected in 05/1982 to Brandywine High School - Niles, MI,
GPA:

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Resume Overview

School Attended

  • Wallace State Community College - Hanceville
  • Brandywine High School

Job Titles Held:

  • Assigned Risk Technician 1
  • Insurance Sales Representative
  • Insurance Sales Representative

Degrees

  • Cosmetology
  • High School Diploma

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