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Customer Service Insurance

Location:
Phoenix, AZ, 85014
Posted:
March 09, 2010

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Resume:

Sherri L. Davenport, CISR Tel: 602-***-****

th

**** *. ** ******, *******, AZ 85014 e-mail: **********@*****.***

Professional Profile

Agent’s License in Property & Excellent telephone etiquette and

Casualty Insurance customer service skills

Strong knowledge of insurance Ability to maintain good working

products, concepts and practices relationships with customers and

employees

Maintain confidentiality of

information Effective oral and written communication

skills

Professional Experience

State of Arizona, Department of Revenue, Phoenix, AZ

11/2008 to 2/2009 (Recently laid off due to budget cuts)

Unclaimed Property Specialist II

Achievements:

Scanned and labeled year-end inventory to meet deadline.

Responsibilities:

Contacted clients regarding outstanding unclaimed property claims.

Responsible for researching property claims and overall responsibility for

timely, accurate and efficient delivery of claim payments.

Ability to maintain timelines and manage a high volume workload.

Gathering information and reviewing claim submissions for accuracy and

completeness.

Professional Underwriters of AZ, Scottsdale, AZ

10/2007 to 08/2008

Account Manager

Achievements:

System Integration of Certificates of Insurance

Implementing a document imaging filing system

Increased revenue of firm by 25% from cross-selling accounts

Responsibilities:

Responsible for handling client interface independently on a day-to-day

contact to manage all aspects of placing insurance.

Completed applications, new/renewal proposals, endorsements, audits,

and certificates of insurance.

Reviewed accounts and offered additional insurance coverages.

Ensured consistent and courteous contact with each client.

Alliant Insurance Agency, Phoenix, AZ

02/2007 to 10/2007 (Contract Position)

Senior Account Representative

Achievements:

Completion of William T. Hold Seminar.

Assisted with claims processing and suspense items.

Responsibilities:

Packaged and marketed applications to various carriers to obtain

quotes.

Negotiated prices, commissions, and/or coverages with carrier.

Reviewed policies, identified deficiencies and determined appropriate

level of coverage.

Communicated with Executive and Top-level management to review

claims for patterns and provided training to defray costs and reduce

liability.

Brown & Brown Insurance Agency, Phoenix, AZ

04/2004 to 01/2007

Account Manager

Achievements:

Completion of CIC Property Course.

Member of Procedures Committee to implement updated Procedures

Manual.

Responsibilities:

Managed and serviced a book of business.

Demonstrated clear knowledge of commercial lines insurance coverage.

Utilized risk management approach in maintaining, expanding, and

servicing medium-large accounts.

Worked closely with producer on handling all inside service work

including: marketing, renewals, and claim processing.

Cargill-Sherman & Associates, Scottsdale, AZ

10/1999 to 04/2004

Underwriter’s Assistant

Achievements:

Completion of CISR (Certified Insurance Service Representative)

Responsibilities:

Provided support and assistance to underwriting staff.

Collected data for compiling reports such as Surplus Lines filings.

Performed administrative duties regarding new and renewal accounts

such as reviewing applications for completion, reviewing quotes received

from underwriters, and policy typing.

Phoenix College, Phoenix, AZ

In the process of obtaining an Associates Degree



Contact this candidate