(555) 432-1000,
Montgomery Street, San Francisco, CA 94105

Excellent background in customer service, exceeding client expectations from initial contract through post-sales follow-up. Analytical and organized with the proven ability to identify client needs, make recommendations and implement effective solutions. Highly skilled in rapidly developing rapport. Self-starter and persuasive communicator with extensive knowledge of Commercial insurances Coverages. Extremely adaptable and able to quickly grasp and apply new information.

  • Active P&C License
  • Promotional Materials
  • Account Retention
  • Professional Presentation
  • Key Account Management
  • Applied TAM
  • Financial Negotiation
  • MS Word and Excel
American Intercontinental Atlanta, GA Expected in 2017 BBA : Management - GPA :

Consistently exceeded client expectations by providing the highest level of quality service to members which resulted in a 98% retention Level.

Individually Support an eight million dollars book of business.

Farmers Insurance Group - Commercial and Personal Insurance Account Representative/ CSR
Bedford, TX, 11/2013 -
  • Work directly with the Executive Vice President of Insurance Services
  • Service as the first Point of contact for all day to day activities regarding customers file.
  • Organize and uphold summaries of insurance, schedules, proposals and updates client notebooks as needed for new and renewal accounts.
  • Process endorsements; transact invoices, policy status, billing, and policy information into Applied Systems database TAM.
  • Send policies, Certificate of Insurance and Evidence of Property to customers and Additional Insured whenever required.
  • Experience in quoting multiple carriers such as Hartford, Travelers, Hanover, and others.
  • Research coverages and premiums options and supply clients with the best coverage available.
  • Present proactive and consultative customer service to clients
  • Organize and facilitate regular in-person service meetings between clients and brokers
  • Act as liaison between customer/ broker and all internal departments; ensure all service concerns are addressed and resolved
  • Develop renewal strategy for each customer, negotiate and prepare renewal package and present renewals to customers/brokers
  • Identify and pursue opportunities for writing new lines of coverage with existing clients Maintain timely and accurate documentation of customer interaction in account management database
  • Verifies accuracy of all client audits and requests corrections as necessary.
  • Create quote comparison for new and renewal business via spreadsheets.
  • Processes and follow up on cancellation requests to carriers to ensure accurate and timely resolution
  • Contribute to effective marketing of the company's products by answering questions on new or revised products and processes.
  • Report and document any claims and follow up with claims adjuster on behalf of client when required.
Luk Inc - Insurance Sales Producer
Cheraw, SC, 02/2013 - 11/2013
  • Gained new business via telephone, networking and other lead sources.
  • Developed insurance quotes made sales presentations, and closed sales.
  • Developed productive working relationships with car dealers, loan processors and other business partners in the community.
  • Provided exceptional customer service.
  • Presented and clearly explained insurance policy options to clients based on their needs and goals.
  • Developed, implemented and monitored new underwriting guidelines for the agency.
  • Analyzed information such as motor vehicle reports, credit reports, applications, risk, accept or reject prospects
  • Tracked daily sales activity and kept management apprised of sales activity in an on going basis.
Ross Stores - Lead Loss Prevention Agent
City, STATE, 2010 - 11/2013
  • Make sure that all associates are using proper sales and check out procedures to maximize sales and minimize theft.
  • Maintained a safe and secure working environment by removing all hazardous materials.
  • Mitigated theft and fraud from customers and associates by monitoring the sales floor.
  • Greet customers at entrance and provide customer service.
  • Checked if items are properly hard tag and sealed to prevent theft,
  • Trained new agent and test employees daily on way to prevent theft and slip and falls.
  • Maintained contact with regional loss prevention manager on any Internal and External suspected thefts.
Alorica - Customer Service Representative
City, STATE, 07/2012 - 02/2013
  • Answered inbound calls and provide resolution for customer concerns,
  • Followed rules and regulations in order to protect the company and the customer's private information.
  • Researched and provided information to issue credit memos and make appropriate adjustments to customer account.
  • Used natural sales techniques to persuade customers to purchase products.

Ability to understand P&C coverage

Exceptional customer service skills

Good communication and interpersonal skills

Familiarity to perform basic math

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resume Strength

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Resume Overview

School Attended

  • American Intercontinental

Job Titles Held:

  • Commercial and Personal Insurance Account Representative/ CSR
  • Insurance Sales Producer
  • Lead Loss Prevention Agent
  • Customer Service Representative


  • BBA

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