Customer Service Manager

Phyllis L. Elder

Plant City, FL *****

Phone: 228-***-****- Mobile

Email: **********@*****.***

Objective: To secure a position in an Account

Manager/Executive or related field

where my skills, organizational abilities, and

technical background in insurance and risk management will

result in increased efficiency, productivity and

thus, profitability to the

organization by effectively reducing,

managing and controlling the costs of risk and uncertainty.

Qualifications: Results-driven, energetic and dependable

team leader/player with more than 20

years of proven experience in commercial

insurance underwriting, marketing, risk management, account

management, claims, sales, customer service and public

relations.

Computer literate using WordPerfect, Windows

XP Professional, Excel, PowerPoint, AS400,

Applied, AMS, Sagitta, and specialized software

applications.

Strong oral/written communication skills,

participatory "team management" leadership

style. Sound public/employee skills,

problem solving, analysis and decision-making ability.

*Knowledge of insurance laws and risk

management practices, safety

inspections/training and research/data collection

methods.

**Ability to handle complex accounts.

Experience:

All Risk Ltd

Associate Underwriter 03/2010-

Present

Responsible for handling a renewal book of business and

new business if

needed by reviewing each risk, requesting underwriting

information, quoting,

binding, and servicing accounts through the policy term.

Uses knowledge and

independent judgment to compare risk to carrier guidelines

to determine proper

placement of risks.

Manages an established book of renewal business as

generated by the

underwriters. Responsible for reviewing each risk,

requesting renewal-

underwriting information, quoting, binding, and servicing

accounts through the

policy term.

Participates in supervised marketing/sales visits to

provide customer service

and grow book of business.

Ability to quote, bind, and service new business as

needed.

Examines and evaluates documents such as applications,

inspection reports,

MVRS, financial reports, claims history and any other

pertinent information to

determine degree of risk, underwriting and appropriate

market. Accepts, prices and binds insurance

within underwriting authority, refer

business to senior underwriting staff, company underwriter

or brokers beyond

authority.

Prepares submissions; markets and negotiates with

insurance companies on

individual accounts.

Has direct knowledge of the job skills in the underwriting

support positions

including clear understanding of all ARL processing

systems, cancellations,

policy change requests, rating and overall flow of

transactions within the office.

Communicates orally, by written correspondence or in

person with retail

customers and underwriters to obtain further information,

quote rates, present

proposals, introduces products or service existing

accounts.

Assists support staff and underwriters in resolving

problems and questions.

Provides complete policy issuance instructions to support

staff, detailing all

coverage terms and conditions.

Demonstrates a strong customer focus through understanding

customer's

needs and expectations and implements Company's service

standards.

Assists with various projects as requested by management.

Pursues technical development in order to maintain or

enhance knowledge

skills and abilities required to do this job.

Wellington Associates

Gulfport, MS

Commercial Account Manager 2006-03/2010

I handle a book of business for two (2) Producers. I

process all paperwork on accounts including marketing of

new and renewal business, rating, quoting, invoicing and

certificates. My main book of business is for the President

of this office and the accounts include General

Contractors, Large Property accounts and Municipalities.

Copa Casino

Gulfport, MS

Risk And Insurance Manager 2002 to

2005

Directed risk and insurance programs of establishment to

control risks and losses.

Directed insurance negotiations and selected insurance

brokers and carriers.

Managed insurance programs, such as, liability, property,

and workers'

compensation.

American Equity Underwriters, Inc

Mobile, AL

Assistant Underwriter 1999 to

2002

American Equity Underwriters is an Underwriting Managing

Agency based in Mobile, AL whose expertise is in writing all

types of Workers' Compensation insurance and whose

target market is the U.S. Maritime and marine-related industries. Assistant

Underwriting duties include the marketing, processing and

handling the insurance needs of a growing client base.

I processed all quotes and confirmations, invoicing, and worked with

Agency's claims department. I worked closely with a lead

underwriter for an exclusive set of marine liability product

lines as a means of expanding the company's clientele.

T.E. Moor & Company/Moor General Agency

Beaumont & Houston, TX

Property & Casualty Underwriter/Commercial

1983 to 1999

Account Manager

T.E. Moor & Company is an Insurance Broker/Managing

General Agency based in Beaumont and Houston, Texas.

Worked as an Underwriter for the Managing General Agency

in Beaumont, Texas for six (6) years and transferred to the Houston, Texas

agency and worked as a Commercial Account Manager handling

a book of business for three (3) Producers. Duties included

interfacing effectively with approximately 100 active Agents

throughout the State of Texas. I made decisions on pricing and placing

accounts. Interviewed clients to obtain and compile data

for processing applications. Researched and evaluated modern

trends in safety, loss control, risk management based on findings.

Developed and maintained information system for timely and accurate

recording of losses, claims, insurance premiums and other risk-

related cost and experience factors.

Education: University Southern Mississippi Hattiesburg,

MS

Associates-Marketing 1979

Certifications:

CISR-Certified Insurance Service Representative

CIC-Certified Insurance Counselor-have completed three (3)

courses

References: Available upon request

Contact this candidate