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Customer Service Insurance

El Cajon, California, 92021, United States
March 26, 2011

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Debra Ford, AU

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

El Cajon, Ca 92021


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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