Customer Service Insurance

PECOLIA HARRIS

**** ******** ****, *******, *.C. 27613 919-***-****

OBJECTIVE To contribute to a people oriented organization in need of an enthusiastic, hardworking individual offering 32 years of progressive business experience.

SYNOPSIS: Work experience is supported by extensive training and knowledge of the insurance

industry. Vast knowledge of customer service practices and resolutions of complex processing issues. Background includes workshop presentations, telephone contact, research, documentation, calculation, data entry, project and survey reporting, troubleshooting, coordination and training. An excellent communicator with outstand ing abilities as a planner, organizer, and implementer. Very punctual, a high sense of responsibility, good initiative, and fast learner. Able to respond in stressful, high pressure situations. Able to identify problem and implement effective solutions. Able to operate computers, calculators, faxes, copiers, electronic mail, and CRTs.

EXPERIENCE:

2010 - The Department of Commerce – Division of Community Assistance

Receptionist

Word processing, simple spreadsheet creation and maintenances using Excel. Provide support to the Administration, CDBG-R and Rehab sections. Preparing travel logistics and motor pool forms, maintaining calendars for agency and scheduling interviews.

2001-2008 Nationwide Insurance Raleigh, N.C.

PROPERTY UNDERWRITING SCREENER

Screen new business applications, changes and correspondence. Review eligibility guidelines to property and personal lines insurance risks. Processes policy changes, cancellations or corrections as needed and /or requested by agency force.

1993-2001 CORRESPONDENCE TECHINCAN

Provide policyholders, agents, field and regional office personnel with effective and efficient customer service with respect to new business, changes, and correspondence. Interact with internal and external contacts including agents, policyholders, managers, and other departments and regions. Research and process correspondence and complaints submitted by agents, policy-holders, or Insurance Department. Assist in preparing written responses to Insurance Department inquiries.

Use established criteria, guidelines, and standards to determine presence of adverse information which would require Underwriter review.

Authorize shortages and/or collection activities after correcting policies and performing new calculations. Process corrections regarding agents persistency, commissions, and productivity credits. Assist in determine the affect of new releases, transmittals, procedures, and suggestions. Assisted in documenting and resolving system related program problems. Conduct and report on special surveys and projects as assigned. Conduct periodic training workshops for agents, secretaries, and agency managers, Administer in-house training workshops for agents.

1992-1993 NEW BUSINESS TECHNICIAN

Set up new policies by entering policyholder’s information into computer system

Calculated monthly installations and communicated with agents concerning insufficient down payments.

Close out accounts which were to be terminated for unpaid premiums. Research, documented, and processed reinstallations. Follow up with agents on policy-related issues.

1990-1992 OPEN ITEMS TECHNICAN

Review, analyzed, and cleared misapplied funds. Review numerous reports to obtain information on open items. Review error list daily to identify and correct errors. Use CRT to process credits or Use CRT to process credits or debits.

1986-1990 ACCOUNT CONTROL CLERK

Corrected installments on policy changes to reflect correct monthly billing. Generate letters to policyholders explaining increased premiums when applicable.

Used CTR to research and document policy information.

1976-1986 Began as a File Clerk and received consistent promotions and increased

responsibilities.

Special Recognition/Activities Received Suggestion Award for a recommendation made to improve a manual process.

Served as Department Representative for the United Way for several years. Served as a long-term Activities Representative. Served as a Chamber of Commerce Member in 1994.

EDUCATION:

1973-1975 Hardbarger Business College, Raleigh, N.C. degree in Fashion Merchandising.

INCIDENTAL INFORMATION:

Will consider job related travel.

Contact this candidate