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Manager Customer Service

Longmont, Colorado, 80503, United States
March 13, 2011

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***** *****

**** ******* **,

Longmont CO *****

303.***.**** *********@*******.***


Seasoned insurance professional looking to maximize my talents in a secure

position where I can utilize my abilities working in a Sales/Customer

Service environment.


Experienced Commercial and Personal Lines Account Manager as well as strong

background in Employee Benefits. Customer service oriented, high-energy,

very professional licensed insurance CSR, with a producer background and a

successful record of accomplishments with personal and commercial lines

insurance. Proficient in all aspects of independent agencies with most

experience with larger agencies. I am familiar with what agencies require

from their employees to meet service goals and maintaining current and

future budget goals for their valuable clientele.

. Strong team player, attention to detail, excellent communication

skills, competent, loyal, great attendance record. Commuting is not

an issue; I typically arrive well before my designated start time.

. Accomplish the goals set by company and strive to exceed expectations.

. Computer and internet literate. Very proficient in AMS, Agency

Management System, TAM, Siebel, Outlook, Excel, Word, phone systems,

scanners and other office equipment.

. Professional phone manner, strong negotiation and problem solving



. Involved in every aspect of processing and selling personal &

commercial lines, employee benefits. Have been a CSR for all lines of

insurance as well as a producer.

. Process current new business, renewals and endorsements. Also market

new business and renewals, meet with clients, service clients needs

ASAP, I am known for my quickness in taking care of clients, i.e.,

certificates are issued as soon as I hang up the phone with customer.

. Cross-sell to current clients during interaction with them rather than

waiting for them to ask for it.


. Commercial Producer/CSR - Colorado BW Insurance,

Thornton, CO - 2008-Present

. Commercial Lines Producer- Sisk & Company, Denver, CO -2007-2008

. Commercial & Employee Benefits Producer - Brown & Brown, Ft Collins,

CO, 2006-2007

. Employee Benefits Producer, Volk & Associates, Longmont, CO - 2000-


. Employee Benefits Account Manager, Producer, Taggart Insurance,

Boulder CO, 1996-2000

. Personal Lines Manager/CSR - Taggart Insurance, Boulder CO - 1985-



. Licensed all Lines - State of Colorado

. Currently attending CIC courses to obtain CIC designation.

. Wedge sales training seminar, 2009

. Part-time student, Bachelor of Science Program, Regis University,

Denver, CO - Business Administration Major.


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