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Insurance Service Representative

Watertown, Massachusetts, 02472, United States
August 10, 2018

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Commercial And Personal Insurance Customer Service Representative

Policy and Coverage Implementation Customer Service and Client Relations Business Improvement

Claims Support Signature and Information Acquisition Change Management Retention Administration

Qualifications Profile

Analytical, results-driven, and performance-focused professional, offering hands-on experience in all aspects of commercial and personal insurance. Possess strong decision-making and problem-solving capabilities in identifying new risks and recommending appropriate resolutions. Exhibit articulate communication and interpersonal aptitudes in maintaining relationships with various individuals; utilizing bilingual fluency in English and German. Display familiarity with ACORD forms and proficiency in utilizing Microsoft Office applications and Windows operating system.

Relevant Experience

Ben Frihauf Insurance Agency, Durango, CO, USA

Customer Service Representative Producer Apr 2016–Jun 2018

Managed review of renewal of policies in alignment with the process, handling Farmers Insurance and other companies through up to 10 brokers

Carried out other duties including information gathering for the new business; and quotation of new risks and policy, as well as payment processing for all companies and brokers

Reviewed and advised of possible changes for the policies on renewal

Provided recommendations on the changes with regard to coverage and policy

Maintained updates of all commercial policy renewals

Demonstrated comprehensive understanding of multiple billing systems including:

–Oversight of the transition from one billing system to a brand new and unknown billing system, which came with several issues due to programming concerns on the companies’ side; and

–Follow-up on several accounts for months to ensure appropriate billing process and discuss billing system to new and existing customers

–Proposal and follow up of payment schedule on large audit debits, as well as implementation by billing departments

Held responsibilities in acquiring required signatures and information on most renewal applications

Handled system alerts for policies and resolution to the issue

Assisted with the process and closure of claims

Offered first-rate customer service by addressing and resolving incoming calls for commercial and personal policies

Took charge of compiling coverage letter for renewals and policy changes

Compiled new database of new and current policies, while maintaining the list

Key Accomplishments:

Brought major contribution in the company as one of the successful producers that attained high retention rate

Played a pivotal role as main support for new agent after purchase of the Ben Frihauf Agency from Jim Duresky; helped new agent on the system know-how, clients, and processes of the agency and insurance companies, thus leading to implementation of new procedures and update of new and existing policies

Jim Duresky Insurance Agency, Durango, CO, USA

Customer Service Representative Jun 2012–Apr 2016

Assumed accountability in assessing the renewal of policies through existing process

Rendered guidance on the changes regarding policy and coverage

Acquired needed signatures and information for the applications

Addressed incoming calls and resolved its issues regarding commercial and personal policy

Farmers Insurance Eytchison Agency, Durango, CO, USA

Customer Service Representative Apr 2010–Sep 2011

Recommended various changes on policy and coverage

Executed quotation of new risks by compiling details needed including personal, vehicle, and home reconstruction information; the reconstruction information was needed to calculate the correct Dwelling coverage

Provided assistance in processing and closing claims

Other Experience

Titan Technology Group, Durango, CO, USA

Assistant Manager Aug 2009–Apr 2010

Carver Brewing Company, Durango, CO, USA

Server Apr 2008–Nov 2011

Rae’s Bar and Lounge, Henderson, NV, USA

Server Jun 2007–Apr 2008

Divakom GmbH, Wiesbaden, Germany

Advertising Managing Assistant Oct 2004–Jun 2006


Coursework in Business College of Southern Nevada, Henderson, NV, USA

Vocational Education in Advertising Management Tested and Certified Through the State of Hessen, Germany

Coursework in History Johannes Gutenberg Universität Mainz, Germany


Massachusetts Resident Producer License for Property and Casualty, Life and Health, Valid Until: Dec 2018

Notary Public, State of Colorado, Valid Until: Apr 2019

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