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Customer Service Insurance

Loganville, Georgia, 30052, United States
May 31, 2010

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Avis M. Betancourt

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

Cell Phone (404) ***-****

Objective: A position in which my sales, marketing and service skills and

abilities will be utilized to achieve company and personal

goals in customer service, management and underwriting.

Summary:Detail-oriented, self-motivated professional with

excellent interpersonal skills to establish and maintain

positive relationships with customers and staff. Works well

both independently and as a strong team member.


Bachelor's Degree in Business Management, May, 2007

Shorter College, Rome Georgia

Property & Casualty License, March, 2000

Insurance School of Chicago, June 1998 - November 1998

Introduction to Property & Casualty Certificate, June 1998

Introduction to Claims Certificate, November 1998

Skills: Proficient in AMS and Segita agency management systems, all

modules of Microsoft Office including Word, Outlook, Lotus

Notes, Excel, Access and PowerPoint. Also proficient in

Publisher, TransAct Now and Internet utilization.


January-2008- Present-Wachovia Insurance Services-Atlanta, GA

Personal Risk Manager

. handling and responding to product queries from clients

quickly, efficiently and accurately

. offering advice about existing products and promoting value

added services

. keeping abreast of market conditions and developments;

. building up detailed knowledge about the company's products

. delivering presentations to clients and representing the


. building and maintaining effective professional

relationships with intermediaries, usually insurance

brokers or independent financial advisers

October 1999 - January-2008Johnson & Bryan-Atlanta, Georgia

Account Executive

Sell service and market high value personal lines accounts.

Deliver prompt, polished and detailed account servicing for these accounts,

including quoting, issuing, endorsing, invoicing, renewing, and responding

to all customer needs and inquiries.

Meet with VIP clients to review policies, evaluate risk profile and ensure

they are properly covered.

Conduct external sales to clients referred by commercial lines producers,

meeting offsite and adding high value personal lines coverage.

Conduct internal sales by rounding accounts of existing clients when


February 1998 - June 1999

UTA - Interstate International Insurance-Chicago, IL

Account Analyst

Worked with claims directors and underwriters to ensure correct coverages

and timely issuance of customers' policies.

Generate production reports for department heads. Work with and learn from

producers to set and track production goals for entire unit.

Enter detailed information regarding commercial and personal automobile,

homeowners' and sports policies into company mainframe computer system.

June 1997 - February 1998

Prudential Insurance-Oakbrook, IL

Customer Service Representative

Provided all aspects of customer service for homeowners and automobile


Intensive telephone contact with customers, producers, underwriters and

claims directors to process, issue and service customer policies.

November 1995 - June 1997

State Farm Insurance-Stickney, IL

Customer Service Representative

Sold Automobile, Homeowners, Life and Umbrella Policies.

Provided all aspects of customer service for these policies, including

claims and payment processing.


Two term President 2004-05 - 2006-2007 Insurance

Professionals of Northwest Georgia

Board member and Chaplain.

Division of National Association of Insurance Women.

Editor-in-Chief of Company's first newsletter.

Department Head of Company Event Planning:

planning and managing events such as 1st annual Fall

Festival, Company's Annual Christmas Party, Braves Game,

Bowling Party and Family Picnic. Relief to Armed Forces


References: Excellent business and personal references

available upon request.

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