Customer Service Insurance
Resume:
Debra Ford, AU
El Cajon, Ca 92021
619-***-**** ********@*****.***
Bethel Insurance
Insurance Producer Commercial Fire and Liability Surplus Lines/ Assistant CSR Commercial Lines/ Sales
and CSR Personal Lines.
1/1/2009 to 1/1/2011: Personal and Commercial Lines
Sales, Inbound and outbound calls, Explaining coverage’s, Recommending Coverage’s Available to
Client, Cross Selling, Suspense Processing, Prepare Quotes for Clients, Endorsements, Underwriting,
Troubleshooter, Assisting Insured’s with Claims, Applications, Certificates
Insurance Overload Systems: 4/2008 to 9/2008 (Temporary)
Commercial Lines Administrative Assistant
Submit applications, Filing, Customer Service, Prepare Policies for Insured’s. Data Entry, Endorsements,
Mvr’s. Certificates of Insurance.
Arrowhead General Insurance: 6/2005 to 4/2008
Auto Underwriter/Customer Service/Call Center
Auto Underwriting/Customer Support for Homeowner Department/Customer Support
Extensive Call Center experience, Assist Clients and Producers. Auto Endorsements: Add/Delete Drivers,
Address Changes, Loss Payee Changes, Suspense Processing, Order MVR’S, Add/Delete Drivers.
Accuracy Standards with an accuracy Level Of 93.10%. I Exceed Arrowheads Production Standard with a
Production Level of 22.17 endorsements per hour. I exceed Arrowheads Accuracy for Phone Monitoring
with an accuracy level of 100%
Homeowner Renewal Underwriting/Customer Service/Call Center
Extensive Call Center Experience, Endorsements, Suspense Processing, New Business Underwriting,
New Business, Issue Renewals, Inspections, Cancellations, States: California, Delaware, Alabama, New
York, New Jersey, Virginia, Connecticut, Louisiana & Mississippi, Washington.
Assisted Homeowner Underwriting department when requested
Cabrillo Insurance Agency, Inc. MGA 8/2004 to 6/6/2005
Homeowner Surplus Lines Underwriter
Incoming Calls, Issuing Policies, Suspense Processing, Review Applications, for Completion, Rating,
Posting Quotes on Website, Preparing files for Accounting, Money & Non-Money Endorsements,
Inspections, Brush Mapping(Globe Explorer & Risk Meter), Data Entry, Processing, Preparing and Filing
all Documentation for the Surplus Line Association, Manage Work Flow
Recognition: Employee of the Year
Bethel Insurance Services, 2/2001 to 8/2004
Office Manager
Oversee All Office Activities. Sales, Computer Knowledge, Insurance Billing, Customer Service, Rating,
Underwriting, Oversee Accuracy. All Agents Applications, Commercial Auto, Accounts Payable, Accounts
Receivable, Training, Heavy Phones, Oversee All Office Activities
Sharp Reese Stealy: 2000-2001 ** Medical Training
Clinical Laboratory Tech & Nationally Certified Phlebotomist
Phlebotomy, Therapeutic Phlebotomy, Bone Marrow, Glucose Tolerance Testing, Protime Testing,
Accessioning, Data Entry, Terminology.
Dale Swan Insurance Agency, 6/1997 to 6/2000
Office Manager
Insurance Billing, Customer Services, Phones, Light Bookkeeping, Documentation of all Office Activities,
Appointments and Filing.
London American Insurance Agency, 1995 to 1997
Records Technician/Technical Assistant
Typing and Issuing Policies, Money and Non-money Endorsements, Claims, Assisted with Surplus Lines.
Daugard Insurance Brokerage 1983 to 1986
Customer Service Representative
Responsible for all Incoming calls and Directing to Proper Departments, All Data Entry, Sorting incoming
mail and Distribution. Customer services for Workers Compensation policies.
Insurance Education:
Introduction to Property and Liability Insurance 9/14/2006
INS 21 Property and Liability Insurance Principles 12/02/2006
INS 22 Personal Insurance 12/15/2006
INS 23 Commercial Insurance 1/15/2007
AU 65 Commercial Insurance 3/08/2007
AU 65 Commercial Underwriting 4/21/2007
Surplus Lines Seminars
Licenses: State of California Property and Casualty License
Education: Medical
Graduated Concorse College (Phlebotomy) 4.0 GPA
Honorary Board Member of the San Diego Blood Bank
Recruiter Speaker for SDBB
Inspirational speaker at the San Diego Chargers Blood Drive Survivor Booth,
Attend Mobile Blood Drives as an inspirational speaker.
Member of the Kearny Mesa Moose Lodge
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