Customer Service Project Manager
Resume:
Adrienne Meyer
Denver, CO *****
**********@*******.***
Objective:
To obtain a position as an Insurance Specialist with a progressive
organization to which I can contribute my experience in the Insurance
Industry as an Account Manager and Customer service Representative.
Work Experience:
Transpo Insurance of Colorado
Customer Service Representative
02/2009-05/2011
Quoted new and renewal risks with various companies to secure the best
rates and coverage for clientele;Prepared and presented proposals;processed
change requests and endorsements;worked with premium finance companies to
set new accounts or work together on delinquent accounts to avoid lapse in
coverage and late fee's;attended local transportation meetings to obtain
new clients and show support to existing insureds;various tasks as
required.
Zurich, N.A
Environmental Mortgage Underwriting Assistant
(Temporary associate through Staffing Agency)
10/08-11/2008
Temporarily aided the environmental lender program in the processing and
underwriting of commercial loans and mortgages; responsible for reviewing,
analyzing and approving various commercial or individual loans; reviewed
and processed endorsements and change requests; reviewed financial
statements on individual loans and company loans; obtained pertinent
underwriting information in order to expedite the loan process.
Shaw Construction
07/07-11/08
Insurance Specialist/Project Manager
(contract employee)
Developed insurance guidelines and certificate tracking system to eliminate
liability and property claim issues; traveled to various construction sites
to educate project managers on job specific risk factors; worked directly
with the CFO & Accounting Department in the analysis of insurance budgeting
and determine areas of loss. Collected appropriate insurance and financial
forms; managed auto fleet and personal auto allowances; created guidelines
including coverage requirements for all employees receiving auto allowance;
go to person for any major project or insurance issues.
Argonaut Group
09/05-06/07
Garage Liability Underwriting Assistant
Underwrote all renewal business; Reviewed claims and inspections for
acceptability; requested pertinent information in regards to possible
contingencies; reviewed all premium bearing endorsements and processed
certificates; regularly attended seminars for current pricing and product
knowledge; managed $3,500,000 plus book of business; maintained great
working relationships with all agencies, clientele and peers.
Philadelphia Insurance Companies 12/03-09/05
Account Executive
Responsible for the marketing of new risks and retention of current
policies; Coordinated with producers on both new and renewal business;
obtained USA hockey committee increased book of business by
$500,000;underwrote all new and renewal business per guidelines; extensive
interaction with direct insured's and agents to build a solid business
relationships; broad product knowledge of various commercial markets;
maintained insurance license including accrual of continuing education and
courses beneficial to my employers needs; processed and approved
endorsements within authority level as well as policy change requests;
communicated with premium finance companies regarding delinquent accounts
to avoid lapse in coverage.
Unitrin Direct
11/2001-09/2003
Sales Representative
Call center enviornment;quoted and sold personal lines auto and home
insurance; maintained quota of five sales per day; received commendation
for attendance and talk time; held ten out of state licenses; gave apples
to apples comparisons before quoting with desired coverage's per individual
state guidelines; ran and reviewed MVR's for acceptability.
The Hartford - AARP Program
06/1998-10/2001
New Business Representative
Received inbound calls in regards to policy and application questions and
concerns; reviewed completed applications and made outbound calls to advise
of missing information, coverage concerns or information found on loss runs
for dwelling and MVR reports; personal lines only, including: Auto, Home,
Inland Marine, Umbrella and Watercraft; counseled insured on definition of
various coverage's; completed "Focus on the older customer training"
Education:
Grossmont College - El Cajon, CA 2001
Business Administration, 3.0 GPA
Skills/Accomplishments:
Ability to learn new software with ease
Strong written and verbal communication
Excellent problem-solving abilities
Detail oriented
Ability to obtain and Analyze data for rating and solid decision making
purposes
Colorado Property & Casualty License
CPCU 510
Accounting
Applied
AMS360/TAM
Power Point
Adobe Acrobat
Excel
Microsoft Office
Outlook/Lotus Notes
Nominated and completed management-training program. One of ten selected
from 2,500 employees.
Contact this candidate