Experienced Customer Service Representative with over 14 years of experience .Excellent reputation for resolving problems, improving customer satisfaction.Be able to utilize the skills obtained through my experience in the following areas, customer Service Rep, Problem Solving, Billing and Sales. Motivated and dedicated to provide the highest level of service
Skills
Customer service
Relationship development
Proficient in Microsoft World, Excel, Powerpoint, Microsoft 365
Data Entry
Able to type 60 WPM
Work History
Personal Lines Account Manager, 10/2017 - Current Ima Financial Group, Inc – Springfield, OR,
Service of Personal Lines clients utilizing carrier websites and online rating systems.
Provide technical expertise in coordinating the service of new and existing clients through
sales, account development, and problem solving in accordance with the objectives and
procedures based on Hub’s Values and Standards.
Stay up to date on all monthly expiration reports, Missed expiration reports, compliant with
reaching out and renewing all agency bill and direct bill policies that a broker is involved
such as Johnson & Johnson, TAPCO, etc.
At least 30- 60 Days prior to the policy expiration
date.
Prepare applications and required information for new and remarket submissions.
Submit to
eligible and appropriate carriers and follow-up to ensure timely receipt of quotes and
policies.
Respond to underwriters' questions in a timely and professional manner.
Stay up to date with all renewals that have increased at least 15 percent and re-market to
ensure the loyalty with my clients.
Maintain client files accurately and consistently; responsible for proper documentation of
files and proper communication to all in accordance with company workflows, procedures
and best practices.
Maintain a high degree of accuracy in agency management and document
management systems.
Process all new policy renewals, endorsements, certificates, cancellations, billing requests.
Review existing accounts to determine if additional lines of insurance should be solicited.
Maintain a working knowledge of the current marketplace, all company change procedures.
Receive phone calls and office visitors requesting changes to existing coverage and/or new
policies.
Determine acceptability and placement, complete applications or endorsement
requests and collect premium when applicable.
Maintain knowledge of all underwriting and rating procedures for all personal lines
policies including performing underwriting functions.
Remarket renewals as needed to maintain retention of my book of business.
Maintain customers account on agency automation procedures that are/become established.
Perform all actions relating to the public, customers and companies in a manner that avoided
issues involving potential errors and omissions.
Handled delicate situations, such as – customer complaints.
Able to resolve complicated
issues with clients in timley manner.
Personal Lines Account Executive, 01/2013 - 10/2017 Assured Partners – Indianapolis, IN,
Service a high volume of accounts independently utilizing carrier websites and online rating
systems-Primary contact for my book of business accounts.
Provide technical expertise in coordinating the service of new and existing clients through
sales, account development, and problem solving in accordance with the objectives and
procedures based on companies standards.
Respond to client requests for information, documents, and general insurance inquiries.
Handle all aspects of Personal Lines Property & Casualty Insurance.
Prepare applications and required information for new and remarket submissions.
Submit to
eligible and appropriate carriers and follow-up to ensure timely receipt of quotes and
policies.
Provide insurance advice pertaining to technical aspects and service support of new and
renewal business including maintaining client retention of existing accounts.
Actively solicit increases in coverage or rounding out accounts through sales to clients at
every service contact.
Maintain client files accurately and consistently; responsible for proper documentation of
files and proper communication to all in accordance with company workflows, procedures
and best practices.
Maintain a high degree of accuracy in agency management and document
management systems.
Keep up-to-date with market trends, industry developments and changes in the Florida
insurance marketplace.
Maintain a working knowledge of the current marketplace, all company change procedures.
Receive phone calls and office visitors requesting changes to existing coverage and/or new
policies.
Determine acceptability and placement, complete applications or endorsement
requests and collect premium when applicable.
Account Manager, 01/2011 - 01/2013 The Shipyard – Columbus, OH,
Interface with clients, carriers and associates on a daily basis.
Issue certificates and ID cards.
Track policy changes and obtain renewal data from clients.
Identify markets and maintain relationships with underwriters.
Prepare submissions to carriers and proposals to clients.
Process new business, renewals, endorsement requests, invoices and updates.
Maintain paper filing system.
Manage P&C claims as needed.
Prepared Flash drives for customers for access to their full insurance program.
Prepared annual program analysis for each client for all renewals.
Track policy changes and obtain renewal data from clients.
Identify markets and maintain relationships with underwriters.
Prepare submissions to carriers and proposals to clients.
Process new business, renewals, endorsement requests from account managers, invoices and
updates.
Manage P&C claims as needed.
Prepared annual program analysis for each client for all renewal.
Contact clients for payment reminder notices.
Maintained a follow up and pulled notices from each carrier web-site.
Issue all evidence of Insurance.
Education
: Risk Management, Expected in 2019 - St. Johns University - New York, NY, GPA:
Private Risk Management Association Professional Designation: CPRIA( Chartered Private Risk and Insurance Advisor
High School Diploma: , Expected in 05/2004 - Osceola High School - Seminole, FL, GPA:
Accomplishments
SEMCAT quoting software, Alliance quoting, Quote Rush quoting software, Applied Rater
( home and auto previously semcat).
Able to work within a team and promote team development.
Handle telephone communications in a professional manner, while completing
otheradministrative tasks with speed and accuracy.
Extremely adaptable and able to quickly grasp and apply new information.
Strong organizational & analytical skills with high attention to detail and ability to manage
multiple tasks while in a high disruptive enviroment.Often asked by management to create and implement new
training manuals,revise current procedures for current workflows.
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