Customer Service Manager
Resume:
Katie E. Davis
Birmingham, AL 35242
Cell: 318-***-****
abkaac@r.postjobfree.com
SUMMARY
Experienced property and casualty insurance professional with solid background and education in
sales and customer service and office and personnel management
QUALIFICATIONS
Excellent communication skills; experienced at all levels; face-to-face, over the phone and via
email or instant messaging
Superb people skills, work very well with people of all backgrounds
Extremely good multi-tasking abilities
Very efficient organizational skills
Fluent in Microsoft Office programs
Nearly 10 years of sales and customer service experience, at the age of 27
Hard working, self-motivated, reliable, and ethical at the highest levels
Not afraid to lead. Able to delegate work loads
Experienced with Agency Management Systems
Familiar with constructing Current versus Proposed coverage analyses
Able to work with dual monitors
WORK EXPERIENCE
7/2010-Present
Personal Lines Account Executive
J.R. Prewitt & Associates, Birmingham AL; 205-***-****
Currently work with one other Personal Lines Account Executive to service current customer
base of 5000+. I am the CSR for all customers, last names ending, M thru Z. My responsibilities
include servicing existing accounts, performing account rounding whenever possible, rating and
issuing new business and processing payments. At times I am required to conduct current
analyses of customers coverage’s and compare them to proposed quotes with other companies
contracted with J.R. Prewitt; on some occasions accompanying the agency president to meetings
providing formal copies of the analysis to the insured and presenting the analysis.
I am responsible for invoicing all of my new business, re-writes of current business along with
cancellation credits toward replaced policies, and positive/negative endorsement premiums.
6/2010-7/2010
Personal Lines Team Member
Denece Hood State Farm Agency, Leeds AL; 205-***-****
My job duties with State Farm required me to open the office at 8:30 a.m., disable the alarm
system, check after hour’s messages and return any calls that required it, and begin morning
reports to be completed by 10 a.m. It was my responsibility to take customer calls, receive
customers, process payments taken in the office and over-the-phone. As a team member I
serviced current customer accounts and perform account rounding when applicable, and to solicit,
rate, and issue new business. The agency was somewhat paperless; paper documents being filed
by date, called t-filing and noted in the agency management system.
6/2009-6/2010
Office Manager / Property & Casualty Agent
Wilson Insurance Agency, Natchitoches, LA; 318-***-****
My job was to make sure that when Mrs. Wilson was away from the office that the business
continued to run properly and efficiently. I would also be the Personnel Manager as it was my job
to make sure that tasks were delegated to employees and completed in a professional and timely
manner. Besides Mrs. Wilson I was the only insurance agent currently employed and it was my
responsibility to quote, write, and service all lines of insurance, personal and commercial, offered
by the agency.
I received my Property and Casualty insurance license after attending a pre-licensing class and
passing the La P&C licensing exam.
Climbed from a recent high school graduate in 2001 beginning as a receptionist in the insurance
industry in 2002, to now being a licensed insurance agent since 2002, office and personnel
manager in 2009, and soon to be college graduate with a Bachelor's in Business Administration
in May 2010.
4/2008-6/2009
Property and Casualty Agent
Chafin Insurance Agency, Graysville, AL; 205-***-****
My responsibilities at Chafin were to quote, write, and service every personal lines policy written
in the agency, primary and specialty lines. The office was paperless so it was also my job to make
sure that all personal lines documents were electronically attached to each customers file in the
agency management system.
2/2008-4/2008
Property and Casualty Agent
Traber Insurance Agency, Natchitoches, LA; 318-***-****
My job at Traber was to quote, sale, and service all Homeowner policies and any commercial
accounts that were assigned to me.
2/2002-8/2007
Property and Casualty Agent
Wilson Insurance Agency, Natchitoches, LA; 318-***-****
Once I received my insurance license in November 2002 my job requirements were to quote, sale,
and service all personal lines policies and to help with any over flow from my co-worker who
handled commercial lines policies.
EDUCATION
2002 – 2002 -- Stegall Marketing Institute, Shreveport
Property and Casualty Insurance License
2001 – 2010 -- Northwestern State University, Natchitoches, LA
Bachelor in Business Administration
1997 -- 2001 -- Many High School, Many Louisiana
High School Diploma, Graduated with Tops and Honors, 3rd in my class
References
Denece Hood – 205-***-****; Former Employer
Jim & Larry Chafin – 205-***-****; Former Employers
Nell Wilson – 318-***-****; Former Employer
Dajunna Howell – 318-***-****; Former manager and Co-Worker
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