Customer Service Sales
Resume:
Sherri Lehr
Email: abpzew@r.postjobfree.com
Address: **** ***** ***** *****
City: Baltimore
State: MD
Zip: 21234
Country: USA
Phone: 443-***-****
Skill Level: Experienced
Salary Range: $31,000
Primary Skills/Experience:
See Resume
Educational Background:
See Resume
Job History / Details:
SHERRI LEHR
2908 Knoll Acres Drive
Baltimore, MD 21234
abpzew@r.postjobfree.com
PROFILE
25 years of experience in Customer Service in both retail and office setting
22 years of experience in the Insurance Industry
15 years of experience in Underwriting and Sales/Marketing
Effective time-management, analytical, and problem-solving skills
Responsible, self-starter able to work independently or on a team
Organized and detail-oriented
Able to multi-task responsibilities and work under pressure
Established communication skills and experience working with industry
Professionals and management
Consistently conscious of maximizing productivity, accuracy and timeliness
WORK EXPERIENCE
7/10 to present - Rainbow Reiki, Carney, MD
Alternative Health Practitioner - CEO
Perform alternative health healing modalities. I am a certified Reiki Master and Pranic Healer.
11/10 to 5/11 - Maryland Association of CPA's
901 Dulaney Valley Road, Towson,MD
Administrative Assistant - Temporary position
Supporting the professional development team's operations, procedures and resources. Word Processing. Data Entry. Setting up for classes. Electronic Evaluations. Closeouts. Assist managers and team members with special projects.
12/06 to 1/09 - CHUBB GROUP OF INSURANCE COMPANIES,
200 St. Paul Place, Baltimore, MD 21202
Underwriter - Middle Market
*Review and underwrite, select, evaluate and classify Middle Market accounts.
*Maryland Agents
*Package, Property, GL, WC, Auto, Umbrella, International
*New Business and Renewals
*Manufacturing, wholesale/distributors, metal workers, real estate, museums & cultural institutions, publishers, printers, broadcasting, college`s & universities, law firms, advertising firms, public relations, non-profit organizations, Federal Government contractors, services, marketing firms, production studios
*Sales and Marketing for assigned agents
*Prospecting, account rounding, cross selling
*Participate in setting agency goals.
*Build and maintain Agency relationships
*Respond to Underwriting and Marketing strategies and standards by developing a marketing plan that reflects local market competitive conditions and meets growth and profit goals
*Provide guidance and assistance to Underwriter trainees and associates
8/06 to 11/06 - ZURICH INS., Keswick Road, Baltimore, MD
Underwriter - Middle Market - Financial Institutions
Review and underwrite, select, evaluate and classify Financial Institutions with up to $3 billion in assets.
11/93 TO 6/06 - ST. PAUL TRAVELERS
111 Schilling Circle, Hunt Valley, MD
Small Business Account Executive (Underwriter)
*Review and Underwrite, select, evaluate and classify small to medium size Commercial Insurance risks for specified agencies within a geographic location as part of a team
*Maryland, Virginia, West Virginia, DC, Delaware agents
*Package, Property, GL, WC, Auto, Garage, Inland Marine, Crime, Systems Breakdown, Umbrella
*Retail, wholesale, distributors, office, services, Specialty contractors, habitational, real estate, LRO, restaurants, hotels, hospitals, logging, saw mills, printers
*Utilize appetite and eligibility rules as outlined in appetite guide and company manuals
*Participate in setting agency goals. Work with sales executive to identify and generate New Business, participate in Sales campaigns.
*Identify and implement specific Territory Underwriting Initiatives.
*Build and maintain Agency relationships.
*Travel to territory to visit agents, solicit new business, and attend meetings and other Company/Agency/Convention functions
*Identify customer needs and take appropriate action to meet those needs
*Respond to Underwriting and Marketing strategies and standards by developing a marketing plan that reflects local market competitive conditions and meets growth and profit goals
*Handle complaints and issues from agents and take action with team members when needed
*Perform file/account reviews for support specialists and UW trainees on team and discuss/train team members on any issues that may arise
*Referral Underwriter to support specialists & UW trainees
*Mentor and train new employees, monitor and organize daily team work flow
*Customer Service
*Assist in monitoring work product quality and recommend solutions, QC program
*Organize daily workflow within team
COMPUTER SKILLS
Microsoft Office, Microsoft Word & Excel, WordPerfect, Adobe, Isotel, File tracking system, Agency management Systems, Lotus Notes, Microsoft Outlook, Specialty Small Business policy writing systems (Internet based), Automated forms manual, D&B, Equifax, paperless account filing systems.
LINES OF BUSINESS
PROPERTY AND CASUALTY - MULTI-LINE - Package, Property, GL, WC, Auto, Garage, Inland Marine, Crime, Systems Breakdown, Umbrella, E&O
HEALTH AND ACCIDENT - Hospital Protection, Personal Sickness, Personal Accident, Cancer Indemnity, Specified Health, Personal Disability, Dental, Vision
EDUCATION
CUSTOMER SERVICE COURSES
*Relationship Selling
*Customer Service
*Working Together
*Communicating with Diplomacy and Tact
*Managing through Change
INSURANCE INDUSTRY COURSES
*Underwriting pictorials - Underwriting and General Liability
*WC coverage, Underwriting and rating
*INS 21 & 23
*AU 65 - Property basics
*EIS - 21, 22, 23, 24, 25, 26 (how to read ISO forms)
*Underwriting Essentials
*Financial Analysis
*Federal Government contractors
*Errors & Omissions
*Field Sales Foundations
*Sales Communications Foundations
*Accident and Health insurance licensing course
ALTERNATIVE HEALTH COURSES
Usui and Tibetan Reiki Masters Certification
Kundalini Reiki Masters Certification
Pranic Healing Certification
HIGH SCHOOL - Loch Raven High School - Business, clerical and accounting
REFERENCES
Donna Lewis - Professional Development Manager
MD Association of CPA's - Towson, MD
Randy Neville - Producer - Sales
Mountain State Ins. - West Virginia
Scott Metzger - Sr. Underwriter
Greater New York Ins. Co. - Hunt Valley, MD
410-***-**** Ext.204
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