Customer Service Insurance

JACOB FLETCHER PARROTT

**** ***** **** **, *******, NC 28501

252-***-**** . *******.****@*****.***

PROFESSIONAL PROFILE

Financial Professional possessing excellent organizational and time

management skills with strong attention to detail, priorities and

deadlines while maintaining a consistent quality and quantity of work

at prescribed policies, procedures and regulations while increasing

client base to meet company goals.

PROFESSIONAL EXPERIENCE

Quoteworx.com - Raleigh, NC

5/2010 - Present

QuoteWorx.com is North Carolina's new way to find, research, and buy health

insurance. Our goal is to educate our customers so that they may make their

own informed decision as to which health plan makes the most sense

VP Customer Service - Broker

. Identified and introduced new strategic cross-selling business plans to

deliver expanded, streamlined product options that strengthened monthly

sales by 20% in last quarter of 2012 for targeted expansion across

North Carolina in the Medicare and Health & Life small to complex mid

and large market accounts.

. Provided superior client service to new and existing customers,

evaluated existing coverage and future needs, answered client questions

and concerns, writing new business and processing new business

policies, renewal reviews of all accounts. Created and presented RFPs

for new business, visiting clients as needed, corresponding with

company underwriters, learning new company websites, and reviewed and

processed assigned health and life lines risk in accordance with

established procedures and best practices

Achievements

< As co-founder of Quoteworx.com, I was responsible creation of

Marketing Initiatives, Website Design, and Operations while managing

book of business and as VP Customer Service for company from its

inception

< As VP Customer Service integrated and managed client satisfaction

portal to streamline communication between carriers and quoteworx.com

resulting in increased sales with efficient correspondence between all

parties

AAA Insurance - Raleigh, NC

5/2008 - 10/2009

Premier organization responsible for providing membership, travel,

insurance, and financial services offerings to more than 8.4 million

members through a network of nearly 8,000 employees in approximately 300

office locations

Insurance Broker

< Assisted in launch of AAA's own insurance line, The Members, to

existing and new clients through cross-selling, presentations and a

marketing campaign with sales exceeding monthly quota with a top 15%

ranking among AAA sales force in North Carolina.

< Maintained new and existing accounts in AMS database, renewed and

serviced property and casualty accounts provided daily customer

service including endorsing policies and writing new business.

< Provided direct customer service, posting payments, processed daily

remittance reports and prepared daily deposits, quoted, wrote and

endorsed property and casualty insurance policies.

< Proficient computer skills including working knowledge of Microsoft

Office products and other business software and agency management

software including Applied, Tam, Sagitta, AMS.

Achievements

< In 2010 AAA of the Carolinas introduced their own carrier, The Members

Insurance. Selected to serve as primary broker in Raleigh, NC

regional office. I was responsible for New Business Development with

existing members to transition current clients to own product. Also

marketed to potential clients to meet target goal of $100,000 total

premium in 2009

JAKE A. PARROTT INSURANCE AGENCY - Kinston, NC

2006 & 2010 Over 75 years' experience in North

Carolina, has given them the skilled expertise to fully understand all your

insurance needs. Currently, serves the insurance needs of over 3,000

individuals, families and businesses in Kinston and throughout North

Carolina. They have a commitment to maintain a high standard of excellence

in all that we do and to establish a firm relationship of mutual trust and

service with each of their clients.

Insurance Broker

. Consistently met and frequently exceeded the financial objectives of

represented clients. Assessed risk tolerance and investment/risk-

management goals to recommend solutions optimally suited to client

needs and renewal retention, while maintaining strong relationships

with principals and CSRs alike.

. Provided superior client service to new and existing customers,

evaluated existing coverage and future needs, answered client questions

and concerns, writing new business and processing new business

policies, renewal reviews of all accounts, and Remarketing as required.

. Created and presenting proposals for new business, visiting clients as

needed, corresponding with company underwriters, order endorsements

from the carrier accurately, according to Commercial Lines Procedure

Manual, process cancellation notices, order loss runs through

appropriate company websites. Follow up on suspense items daily, in

accordance with department policy and reviewed and processed assigned

commercial and/or specialty lines risk in accordance with established

procedures and best practices.

Achievements

. Helped research and move Rate Bureau clients into better markets and

allowing the company to save money and be in better standing with

carriers - helped generate 15 new accounts with savings of 5,000 to

15,000 per.

EDUCATION

North Carolina State University

Bachelor of Science, Sport Business Management 2007

NC DOI

Health, Life, Property & Casualty, & Medicare licenses

current

COMMUNITY INVOLVEMENT AND INTERESTS

. Eagle Scout Award, Troop 41 Kinston, NC

. Habitat for Humanity volunteer

. Food Bank of Central NC volunteer

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