Customer Service Representative

STACEY ST CLAIR 240-***-****

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

HYATTSVILLE, MD 20784 *********@*****.***

Key Skills

Microsoft Word Agency Management System

Microsoft Excel TAM

Outlook

Lotus Notes

AON ASSOCIATION SERVICES JULY

2007-AUGUST 2011

Washington, DC

EXPERIENCE

COMMERCIAL ACCOUNT MANAGER

Handled Accounts by Alpha Split which

Reviewed and prepared renewal and new business accounts for rating

Handled all service concerns and issues during the policy term from the

broker or client

Checked policies and endorsements for accuracy

Maintained knowledge of competitors coverage

Supported the Accounting Department by ensuring invoices are billed

properly and payments are received timely

Prepared proposals with premium, coverage and program information

Prepared binders and certificates to clients and brokers

Updated new business spreadsheet with cross-sells and leads

CHURCH INSURANCE PARTNERSHIP AGCY OCTOBER 2000-JULY 2007

Largo, MD

CUSTOMER SERVICE REPRESENTATIVE

Assisted Account Executives with servicing of Commercial & Personal Lines

Accounts which included monitoring expiration list, ordering loss runs,

ordering Motor Vehicle Reports, ordering Identification cards prepared

Certificates and Finance Agreements

Prepared New Business submissions to the Carrier

Prepared and presented proposals to clients for new business

Assisted with accounts receivable and payable

Responsible for maintaining successful agent's book of business by

providing exceptional customer service

Directed clients on completion of applications, claim reporting and

detailed billing inquiries

Checked policies and endorsements for accuracy

Traveled to client's offices to gather information and present proposal

CHURCH INSURANE PARTERNSHIP AGCY SEPTEMBER 1997-OCTOBER 2000

Largo, MD

ADMINSTRATIVE ASSISTANT

Screened and directed phone calls to appropriate Department

In charge of filing and processing of mail and cancellations

Monitored claim reports including loss runs

Assisted Sales Department with Risk Management Seminars

Handled walk in payments

All other Administrative duties as requested

Education

Prince Georges Community

College

Property and Casualty

License, Maryland

References

References are available upon request.

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