Customer Service Insurance

Miss Bregin “Jeannie” Ching

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

San Angelo, TX 76901

Cell Phone #: 325-***-****

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

PROFILE: A self-sufficient, reliable and dependable individual with problem solving abilities, requiring minimal direction to

maintain excellence. Ability to learn things quickly and accurately as well as having good written communication and

interpersonal skills. Exhibits a mature, sound judgment and engenders strong loyalties with company and customers.

Willing to relocate.

EMPLOYMENT:

June 2009~August 2010

CSR (PL), Lipsey Morris Insurance Associates, Inc., San Angelo, TX (Temporary Employment)

Quoted personal homeowners, auto, umbrella coverages, processed all new business, renewals. Processed premium

payments online with different carriers. Update risks in TAM Applied agency management system. Awarded Incentive

Bonus' for new business written. Processed policies/endorsements, invoiced premium endorsements; issued evidence of

property/auto insurance to banks, lienholders; assisted receptioninst with walk-in clients and overflow workload.

July 2008 ~ June 2009

Account Representative (P&C), PK Kelley Insurance Agency, LLC, San Angelo, TX (Temporary Employment)

Agency is geared mostly towards Personal Lines and is fairly new to the Commercial Lines business. Hired as

Commercial Lines CSR to handle all CL business; market new/renewal risks, process policies/endorsements; invoice

premiums; issue certificates of insurance/evidence of property; process renewals; review and process general liability &

workers compensation audits; review risks with producers; peruse lease agreements for insurance requirements; adjust &

review premium discrepancies;meet with marketing representatives; assist Personal Lines overflow. Used TAM Applied

Agency Managemeent system.

August 2003~ July 2008

Account Representative (P&C), FIA Insurance Services, Inc., Pasadena, CA

Service Commercial Lines medium to large size risk accounts, review and process policies/forms for all Commercial lines

insurance, invoice premiums, thoroughly check General Liability and Workers Compensation Audits & processed them

accordingly. Issue certificates, update formatted insurance proposals & summaries for account executives, market new

lines if need be for existing risk account, updated and maintained insured’s commercial property & automobile schedules

in database, resolve insured/company accounting discrepancies accordingly, data input on AfW/AMS Agency

Management system, order loss reports, process certificates & ID cards, assist other CSR’s if needed.

January~June 2002

Assistant P&C Insurance Customer Service Representative, AON Risk Services, San Jose, CA

Assisted two Senior Account Managers in the Construction Services Unit in reviewing and processing new/reneal

policies/forms for all lines of insurance, invoiced premiums; thoroughly checked GL and WC audits & processed them

accordingly, updated formatted insurance proposals & summaries for account managers, updated and maintained

insured’s commercial property & automobile schedules in database, organized current & dead files, resolve

insured/company accounting discrepancies, file set up and maintenance, data input, order loss reports, process

certificates & ID cards, assisted with clerical duties.

November 1995~November 2001

Inside Sales Coordinator/Sales Assistant, Hosiden America Corporation (A Japanese-owned Company), Cupertino, CA

Handled incoming calls from customers, prospects and vendors, processed sales/requisition orders from customers,

placed purchase orders to worldwide vendors, maintained customer/company shipping shedules, entered shipping invoice

per customer/per product shipment into database to generate accounting invoice to customer, maintain & update

data/records to ensure accurate information for management, sales, accounting and traffic depts.., assist sales managers

in generating sales reports, histories, forecasts per product, shipping schedules and purchase/sales price information,

contact buyer/customer for collection of outstanding payments, data input, file set up and maintenance, assisted at

company booth represented in Las Vegas Comdex Show 1997; assisted, organized & arranged customer account

transfers in the establishment of company’s new southern CA office in 1998; commended for 5 years of service and

dedication to the company; company recognition for perfect attendance from 1995~2001; was asked to assist our

Japanese Director during his term in our office from 2001~2002.

1991~1995

P&C Insurance Customer Service Representative, Insurance Personnel Services (Insurance Staffing Services), San

Francisco, CA

Atlantic-Pacific/Lords Insurance Agency, San Jose, CA

Assisted Account Manager backlog; reviewed, processed & marketed new/renewal applications/policies/forms; invoiced &

processed policy/endorsement premiums, reviewed and processed GL and WC audits, processed certificates & vehicle ID

cards, organized files, ordered loss reports, also assigned to assist in the servicing of their Costa Mesa book of business

and other clerical duties.

Micor Insurance Agency, Inc., San Jose, CA

Assigned to work with producer who wrote elevator business accounts, reviewed, processed & marketed new/renewal

applications/policies/endorsement requests through surplus lines brokers, processed certificates and vehicle ID cards,

ordered loss reports, typing, filing, file set up and maintenance, and other clerical duties.

Jardine Insurance Brokers, San Jose, CA

Assisted CSR Unit Manager to manage small accounts desk, reviewed, processed & marketed new/renewal

applications/policies/endorsements and requests, invoiced policy premiums/endorsement premiums, file set up and

maintenance, checked GL & WC audits & processed accordingly, ordered loss reports, processed certificates & vehicle ID

cards, and assisted with clerical duties.

1987~1991

P&C Insurance Customer Service Representative, Republic Hogg Robinson Insurance Brokers, Inc.

(International Division), San Jose, CA

Serviced small to medium size Japanese established risk accounts in the Bay Area including Reno and Las Vegas, NV;

primary contact answering telephone inquirires and providing information to clients in a courteous and professional

manner on all aspects of provided services; reviewed, processed and marketed all commercial and personal lines

applications/policies/endorsements for new/renewal business including invoicing premiums and audits; provided extensive

support in workers compensation and OSHA-related compliances especially for manufacturing risk accounts; handled

first-report claims (all lines) for various US domestic and Japanese insurer’s; excellent client and carrier contact relations

both verbal and written; handled accounting tasks with our parent company located in Southern California; not limited to

traveling and social entertaining of important clients and other clerical/office functions.

1982~1986

Office Manager/CSR, Noguchi & Associates Insurance Agency (New Start-up Venture)

Producer leaves Continental Insurance Agency (below) to start up his own agency in November 1982 and I was asked to

join him in his new venture in a small office with access to just four insurance carriers at the time. I handled all functions of

the office including CSR work for both personal & commercial lines businesses. Most of the personal lines risks were spin-

offs of the commercial lines risk for Japanese-related business establishments. Issued new/renewal

applications/policies/endorsements; invoice premiums, prepare proposals/summaries (all manually done);handled first-

report claims & submitted them to carrier. Ordered office equipment, supplies; when asked to, entertained business clients

when Producer was out of town and necessary to do so. Pretty much ran a two-person office. Noguchi & Associates is

now one of the three largest insurance brokers in Honolulu, HI with offices in Kamuela, Hi, Kauai, Maui, and New York.

1977~1986

Receptionist/Policy Typist/P&C Personal Lines Auto Rater/Commercial Lines Assistant, Continental Insurance Agency,

Inc., Honolulu, HI

My first experience in the insurance industry….hired as a receptionist; handled heavy volume phone calls on multi-line

system for 15 agents & staff members; distributed incoming/outgoing mail to staff and agents; prepared an insurance

policy that included typing coverage’s onto the policy & attaching appropriate forms & endorsements; rate personal lines

homeowners, auto & umbrella risks; assisted the commercial lines underwriter in reviewing all risks; prepared, processed

& marketed new/renewal applications/policies/forms/endorsements, checked GL & WC audits, processed certificates and

vehicle ID cards, ordered loss run reports and other clerical duties.

EDUCATION:

2010 Current CE Courses

2003 – AfW/AMS Systems In-House Training

2002 – AON Bridge Systems In-House Training

1991-1998 P&C Insurance CE Classes including mail-study courses

1997 Japanese Business Language Course -Fremont High School, Sunnyvale, CA – company sponsored

1995 Certified Travel Agent & Member of Independent Travel Agencies of America, Rochester, NY

1993 Date Entry & Keyboard Numbers from CCOC Adult Ed Night Courses, San Jose, CA

1993-1987 In-House Property & Casualty Insurance Training Programs from the following carriers:

-Continental Insurance Agency, Inc., Honolulu, HI (Commercial & Personal Lines)

-Travelers Insurance Company, Honolulu, HI (Personal Lines)

-Hawaiian Insurance Guaranty Co., Honolulu, HI (Personal Lines)

1974 High School Diploma Graduate, Notre Dame High School, Guam

LICENSURE/CERTIFICATES:

General Lines Agent Property & Casualty #1521499, State of Texas (current CE compliant)

Certificate of Completion, Japanese Business Language 1997

Certified Travel Agent & Member 1995

Certificate of Completion, Data Entry & Keyboard Numbers 1993

SKILLS:

Tam Applied Agency Management System

AfW/AMS Agency Management system

Bridge Agency Management system

Great Plains eEnterprise Agency Management system

Applied System/Agency Manager System

Mountain States Agency Manager System

Keyboard Numbers & Data Entry 35wpm

Typing Speed 80wpm

Microsoft Outlook, Excel and Word, Lotus Notes

Useof office quipment, personal computers, typing, filing (numerical & alphabetical)

REFERENCES:

References are available upon request.

Contact this candidate