Leah Richard

**** ** ******* ***

Milwaukie, OR *7267

Home 503-***-****

Cell 971-***-****

acvxsz@r.postjobfree.com

Career Objective

To obtain a position in the Insurance industry that lends the opportunity to apply my insurance knowledge, experience, and established customer service skills.

Education

Pro schools Property/Casualty Insurance License (OR) 2003

CISR - Designation The National Alliance for Insurance - 2013

Oregon Notary State of Oregon - 2013

Professional Experience

2014 – Present: Commercial Account Manager/Select Accounts Brown & Brown Northwest Inc. – Portland, OR

Handling high volume of phone calls and emails, endorsements and certificate requests

Quoting new and renewal submissions, marketing

Processing policies

Finance agreements, billings and invoice of premiums

2012 – 8/1/2014: Commercial Account Manager/Assistant LaPorte and Associates – Portland, OR

Handle new and renewal submissions, summaries, processing policies

Quoting, endorsements, cancellations, certificates

Billing and invoicing of premiums

High volume of phone calls, emails

2000 – 8/1/2012: Customer Service Agent Contractors Insurance Services Inc./BW Insurance Agency – Tualatin, OR

Handle high volume of phone calls, emails, endorsements & certificate requests

Quoting new and renewal submissions, processing policies

Billing and invoicing of premiums.

Banking, deposits trust and commission checks

Submission of claims to carrier(s).

Contractors Bonds

1998 - 2000: Administrative Assistant Insurance Service Underwriters – Scottsdale, AZ

Answered multi line switchboard.

Processing of policies, endorsements and cancellations.

General customer service duties.

Skills

Ability to multi-task in a fast paced and demanding environment.

Execution of time sensitive tasks in an accurate and efficient manner.

Demonstrates exceptional time management.

Computer literacy skills include: Word, Excel, Outlook, Applied Epic, AFW, PaperPort, Trenno and AMS 360

Contact this candidate