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Manager Customer Service

Location:
Bellingham, Washington, United States
Posted:
November 19, 2018

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Resume:

ac7qqm@r.postjobfree.com

425-***-****

DANIELA PHILLIPS

OBJECTIVE To obtain an entry level position in which to apply my administrative qualities and corporate experience to help a great office manage daily tasks whilst being a strong, reliable support.

SUMMARY OF

QUALIFICATIONS

Strong communication skills (both oral and written)

Extreme attention to detail

Prioritize/Multi-task

Quick learner

Take/give direction

Excellent team worker

Respectful/trustworthy/honest

PROFESSIONAL

EXPERIENCE

AGENT & COMMERCIAL LINES ACCOUNT MANAGER, FORTIPHI INSURANCE MOUNT VERNON, WA

July 2018 - Current

My responsibilities are as listed but not limited to; Head CSR managing/responsible for the Adult Family Home sector of the company. Keeping track/on top of Producer and assistant to me. Creating fillable forms and streamlining the processes. Servicing files, contacting clients, quoting new business, issuing endorsements and cancellation, and provide documentation.

AGENT & COMMERCIAL LINES ACCOUNT MANAGER, INSURANCE SERVICES OF WASHINGTON REDMOND, WA

Jan. 2017 – July 2018

My responsibilities are as listed but not limited to; Servicing files, contacting clients, quoting new business, issuing endorsements and cancellation, and provide documentation. COMMERCIAL LINES AGENT, HENDRY SWINTON MCKENZIE INSURANCE VICTORIA, BC

Sep. 2015 – Jan. 2017

Having had personal lines experience I was promoted to the commercial position. I assisted a commercial producer with daily tasks, not limited to; Page 2 Daniela Phillips

Scheduling appointments/meetings with clients or underwriters. Processing renewal, endorsement or cancellation documents. Preparing proposals, quotes and bound policies. Communicating with insureds regarding any coverage needs.

PERSONAL LINES AGENT, HENDRY SWINTON MCKENZIE INSURANCE VICTORIA, BC

Dec. 2014 – Sep. 2015

Having had previous personal lines experience, I continued my insurance education and completed tasks not limited to;

Preparing and providing renewals, endorsements and cancellations. Providing customer service in communicating with insureds regarding coverage needs. Assisting producers and partners of the company with communicating with their clients, preparing policies, providing new quotes or endorsements and making appointments.

JUNIOR PERSONAL LINES AGENT, HUB INTERNATIONAL BARTON INSURANCE

KELOWNA, BC

Mar. 2013 – Dec. 2014

I was initially hired as an Autoplan agent and after seven months was promoted to Junior personal lines agent. My daily tasks consisted of though, not limited to;

Learning entry and continuing education in insurance coverages/industry. Preparing and providing renewals, endorsements and cancellations. I was also responsible for administrative duties such as, making sure the office was sufficiently stocked and running smoothly. I was also promoted to assisting manager which entailed, training staff and assisting and completing with managerial workload. EDUCATION WA OFFICE OF THE INSURANCE COMMISSIONER REDMOND, WA Feb. 2017

Attended and completed the insurance study and test program in order to be licensed in WA.

IBABC FUNDAMENTALS OF INSURANCE VANCOUVER, BC

Nov. 2012

Page 3 Daniela Phillips

Attended and completed the beginners course to start my carreer in the insurance industry.

RUTLAND SENIOR SECONDARY KELOWNA, BC

June 2009

Attended and completed my high school education.



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