PERSONAL GOAL: To join and grow with a company where I use the numerous years of experience that I have in training and managing a team with aggressive sales goals while providing an excellent customer experience. Licensed to engage in the business of insurance in the Commonwealth of Pennsylvania as a Resident Producer for Property and Casualty and Allied Lines of insurance, Life and Fixed Annuities, and Accident and Health Insurances
I am computer savvy, Microsoft Office proficient, and have years of experience in sales, customer service, and customer satisfaction.
I am well versed with all of Allstate's underwriting guidelines as well as claims procedures.
Proficient with all aspects of personal and commercial insurance policies, procedures, and regulations as well as all Allstate programs involved in creating and maintaining those policies.
I am patient, professional, friendly, and possess excellent communication skills.
I adapt quickly to new environments and work great on a team as well as individually.
I enjoy challenges and I am always seeking out opportunities to advance.
Office Manager/LSP/Allstate Trusted Advisor Specialist Level03/2009 to 04/2017ALLSTATE INSURANCE COMPANY
Salvatore Patitucci AgencyPhiladelphia, PA
Build rapport and establish relationships with new and current customers, educate and inform the customer about products and discounts available, maintenance and update customer policies and profiles, assist customers through the claims process.
Train new associates on computer systems needed to create and maintain customer policies.
Support and assist new associates with rules and regulations for underwriting guidelines and check all policies for accurate completion.
Quote insurance rates and complete policies for customers under the insurance lines of Home, Automobile, Condominium, Landlord, Renter's, Motorcycle, Umbrella, Watercraft, Flood, Life, Accident, Business Auto, and a variety of Commercial lines.
Work directly with realtors, bank representatives, and customers to put policies in place for new home and auto purchases, and confirm that adequate coverage is provided for assets.
Ensure all applications and trailing documents are signed properly and forwarded to underwriting within a timely manner to comply with state and federal insurance regulations.
Work through renewal audits, cancellation audits, and cross sell audits to maintain an open line of communication with customers and to help stay up to date with any life events that could change customer insurance needs.
Process policy payments and prepare and complete all end of day reports and bank deposits to ensure all credits and debits are applied correctly to policies.
Operations Specialist01/2006 to 04/2009BANK OF AMERICAPhiladelphia, PA
Ordered, created, and received all cash and coin shipments in/out of branch with Brinks and created and completed vault page and settled passes between all tellers and the vault.
Conducted teller transactions, provided sales and service to customers, and created and managed teller and seller platform schedules.
Trained and supported all associates on the teller and seller platforms and provided coaching and recognition before, during, and after customer interactions when needed.
Assisted customers in establishment and maintenance of checking accounts, savings accounts, credit cards, auto loans, mortgages, home equity lines of credit, CD's, IRA's, and 401K's.
Assisted platform and teller associates by using in-depth policy and procedure knowledge to handle more complex transactions and issues using the Merlin Teller & Platform System.
Ensured the operational excellence of the center and maintained the highest level of customer service standards while meeting aggressive sales goals.
Constructed and maintained processes to ensure consistency and increased productivity while keeping the banking center in compliance with state and federal regulations.
Coordinated tellers and sellers to ensure high-quality customer service and provided input to branch manager on team performance and production.
Assistant Lead Teller10/2002 to 01/2006COMMERCE BANK - Grant AvenuePhiladelphia, PA
Managed up to 13 tellers at a time as well as worked as a teller when needed.
Trained new tellers and sellers on branch computer systems and taught new associates what to look for in preventing mistakes and avoiding fraudulent transactions.
Used various computer programs and teller's electronic journal to research and resolve
differences in teller work and fully audit tellers' box's when cash differences occurred.
Ordered, created, and received all cash and coin shipments in/out of branch with Brinks on Excel, created and completed vault page on Excel for passes between tellers and the vault, filled in recap report of daily totals and submitted it to the back office for accuracy review.
Completed daily reports explaining any differences and settled and audited the ATMs and the vault daily.
Teacher's Assistant06/1999 to 10/2002JUST CHILDREN DAY CARE CENTERPhiladelphia, PA
Assisted teacher in daily activities with children from 3 - 4 years old where we constructed a comfortable and fun environment for the children to learn in.
Helped to create a daily schedule for educational projects and constructive play.
Read to children and helped to teach them letter sounds, color and number recognition.
Taught children how to write their names and basic numbers.
Played educational games with children to help them learn in new and entertaining ways.
Helped to prepare children mentally and emotionally for Kindergarten.
Education and Training
Associate in Arts Degree: Early Childhood EducationCommunity College of Philadelphia