**** ********** ** # ****, ******, TX 75287
Property and casualty insurance agent professional with eleven years in the industry. Six years in the cellular retail sales industry with excellent one call resolution by utilizing strong communication skills and product knowledge.
Amwins Specialty Auto Inc. 08/2017- 05/2018 Richardson, TX
Operations Underwriter I
●Obtained current policy holder information using prior carrier’s system Diamond, processing renewal quotes for Osis system and generating renewal offers for Amwins standard Texas program.
●Analyzed renewal quotes for possible risk while verifying all coverage limits match the required company guidelines and insured’s needs.
●Responsible for determining if claimant is eligible for renewal offer within new company programs.
●Responded to inbound calls, faxes, and emails concerning questions on auto and policies.
●Updated any endorsement changes after offer was generated to the newly bound polices.
●Continuously maintained contact with agents and insureds for any additional information during the renewal transition ensuring strong, positive relationships for the company’s future.
*Property and Casualty Certified - Expiration Date 04/30/2020.
Hallmark Insurance 06/2011- 08/2017 Plano, TX
Policy Service Representative
●Responds to inbound calls, faxes, and emails concerning questions on auto and home
- owners’ policies.
●Provides first line underwriting for home and auto policies, evaluating non-standard risk and placing the policy holder in appropriate rating tier.
●Assisted agents, insureds and lien holders via live chat reviewing polices and provided quotes.
●Reviews and processes requests for changes for policy holders and agents. Addresses all questions or concerns regarding each policy insuring all required documentation for both company and state compliance and accuracy.
●Build and strengthen current relationships with clients and agents by providing excellent customer experiences.
21st Century Insurance /AIG 11/2007 – 06/2011 Lewisville, TX
Property and Casualty Insurance agent
●Respond to inbound sale calls for potential policyholders.
●Analyze and evaluate customer information to provide accurate premium quotes for auto and renters.
●Provides education to each customer, up selling coverages to cover individual financial assets.
●Responsible for underwriting risks, evaluating motor vehicle reports and proper company placement based upon assessment.
●Effectively communicate policy holder benefits and quickly assimilate information to meet customer needs.
●Answer questions and assist other representatives when supervisors were not available.
●Continually strive to exceed sales and quality goals.
●Cross sell additional product lines;
-Infinity product for those of non-standard risk.
●Establish rapport and provide a superior sales experience with prospective customers.
●Develop underwriting exposures and make pricing decision or recommendations to underwriter as appropriate.
Prime Co/Verizon Wireless 09/1999 – 05/2005 Dallas, TX
Retail Sales Operations Specialist/ Advanced Retail Sales Customer Support Specialist
●Extensive experience in analytic report analysis.
●Trained and coach to one call resolution.
●Assisted agents in developing problem-solving skills.
●Trained new personnel on company policies and procedures; daily sales maximizing tasks.
●Supported sales department in establishing and maintaining client base.
●Focused on all operational and asset management responsibilities in the store.
●Assisted upper management in implementation of corporate policies and procedures.
●Excelled in all sales/operations/customer service responsibilities while achieving daily and monthly sales quotas leading to team lead promotion.
●Investigated, and resolved all inventory discrepancies identified through section inputs and daily inventory procedures.
●Responsible for inventory, audit compliance, and accounts payable for the retail outlet and kiosk.
●Proficiency in Microsoft office, excel, windows and Verizon wireless designed application.