Insurance Sales
Resume:
Lenora J. Forbes
**** *** ************ **** ************@*******.***
Maynardville, TN 37807
OBJECTIVE: Insurance Professional
PROFILE:
A personable, detail-oriented and highly self-motivated professional offering 14years of
Property and Casualty Insurance experience
Computer literate; proficient in Microsoft Office Suite, E-mail, Internet.
Types 35wpm.
Multi-task oriented; able to handle changing priorities and deadlines.
Excellent phone skills.
Excellent listening and communication skills; able to readily
establish a strong sense of trust and professionalism with
individuals at all levels of responsibility.
Easily masters new challenges, products, services and procedures.
EXPERIENCE:
08/96 – 05/10 GEICO Insurance Company
Senior Underwriting Trainer and Service/Sales Liaison
Developed training material and trained all newly licensed agents in Service and Sales
to know appropriate underwriting guidelines and when to refer a particular issue to the
Underwriting department.
Trained Service and Sales agents on licensed restricted states that were outside of our
region but that we handled very frequently such as Florida, North Carolina, Hawaii, Texas,
New York, New Jersey and Maryland.
Developed training material for internal and external claims adjusters for possible fraud
Indicators and unacceptable insurable risks to be reported to the Underwriting department
Reviewed and underwrote Personal Umbrella Policies up to two million dollars for the
Service and Sales departments.
.
Claims Coverage Underwriter
Determined policy status, vehicle and coverage status at the time a claim has occurred.
Reproduced Declaration pages for arbitration, court cases or Department of Insurance
requests.
Insurance Complaint Analyst.
Investigated and responded to all complaints received by our Corporate Office, the Better
Business Bureau or the Department of Insurance for the 10 states that our regional office
managed.
Reunderwriter
Reviewed policies for correct company placement for renewals. In the process Motor
Vehicle Reports were pulled,
and reviewed limits of coverage carried on the policy, vehicle
to driver ratio, and how vehicles were being driven versus the annual mileage.
Terminated policies that did not meet the insurability guidelines and in most instances
offered a more appropriate policy.
Service Trainer and Quality Call Monitor
Trained newly hired licensed agents proper call handling and maneuvering in the computer
system to correctly process the policyholders requests.
Monitored service agents calls to ensure quality and integrity as well as to establish areas
that agents could benefit from additional training or coaching.
Customer Care Team
Handled calls from policyholders that were requesting to cancel their policies. Reviewed
the policy for additional discounts, updated vehicle usage and reiterated the benefits of
staying with the company.
Responded to supervisory or managerial complaint letters or phone calls.
Licensed Insurance Agent
Handled incoming calls from existing policyholders, which involved replacing, adding or
deleting vehicles, changing coverages, taking payments, deleting or adding drivers and
assisting the customers in understanding their coverages.
11/91 – 12/95 LJ’S Executive Cleaning Services
Owner and operator of a small home and executive office cleaning service. Specialized in
deep cleaning and movement of large furniture, carpet cleaning, removal of pet hair,
and thorough cleaning of kitchens and bathrooms.
02/86 – 10/91 Sharp Rees Stealy Medical Clinic
Patient Utilization Review Liaison and Insurance Specialist
Assisted patients and doctors ensure that all paper work and authorizations were in
order for their HMO insurance prior to a procedure or referral to a specialist.
Reviewed the patients’ Explanation Of Benefits with them to ensure that their insurance
had correctly paid on their claims and that the correct medical codes had been used when
the information had been sent to the insurance company.
Assisted Medicare patients with their secondary insurance companies and in some cases had
the medical group write off the patients portion when appropriate .
Patient Registration Clerk
Registered new patients in our system by obtaining their Insurance information and
medical histories. Assigned new patients with their medical record number and assisting
them in selecting a permanent primary care physician depending on their medical needs.
PBX Operator
Answered incoming calls from patients, physicians and hospitals and routed to the
appropriate department.
If working after office hours, would contact the physician on call for patients and in some
cases call 911 with the physician’s orders and stay on the phone with the patient until
assistance arrived.
United States Air Force
10/77 – 03/80
Cryptologist
DSTE Teletype Operator
Received and sent coded messages; coded messages with correct classifications (secret,
top secret, classified etc.) and routed them to the appropriate departments or
individuals. Destroyed any and all duplicate message copies.
Radio-To-Air Operator
For the 15th Air Force SAC Command and 22nd Bomb Wing Command, any
communication that needed to be made from an aircraft to ground command was routed
through our communications department. Also handled all incoming and out going calls
for outside the base.
EDUCATION:
AICPCU courses for continuing education requirements to maintain my insurance license.
SM-18 – Management training course required for all GEICO trainers
CPCU 510
GEICO Certified Underwriter Test - Required training for all senior underwriters and trainers.
Personal Umbrella Training Technical Exam – Required to underwrite and authorize those policies
requesting more than one million dollars in additional personal liability coverage.
Telecommunications Training Technical School Sheppard Air Force Base
Witchita Falls Texas
Central High School
Knoxville, TN
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