Data Entry Life Insurance

Shawna Chiang

*** ********* ** ****** ** *****

Phone: 858-***-**** E-Mail: ***********@*****.***

Objective

Talented administrative professional who continually maintains a positive attitude while interacting with ever- changing demands clients and broker services. Looking for a strong and leading general agency that can provide positive growth and opportunity for successful career in the insurance industry. Experience

Alliant Specialty insurance Services 3/16/15-2/1/18

• Provide superior administrative support to 5 underwriters

• Process and review client policies for submission to co brokers

• Maintain agent files including hard copy and E files.

• Conduct research and projects per department manager's assignment

• Process audit reviews for final, semi final and 2 y ear policies audit reviews The Producer’s Group 7/2013-5/2015

• Review, Submit and follow up with carrier contracting with strong sense of urgency and proficiency

• Establish and maintain strong relationships, resolving client concerns with brokers and insurance carriers

• Inputting agent broker information into database

• Coordinate and manage brokers with questions regarding appointments, state licensing, E&O, AML certifications

• Coordinate and lead conference calls and meetings with brokers and carriers to resolve issues pertaining to background reviews for contract approvals

• Update and maintain carrier and state regulations for 40 + carriers

• Organize, sort and process department correspondence

• Provide internal and external customer service support with excellent customer ratings New England Financial 10/2001 – 06/2003

• Answered and managed incoming and outgoing calls while recording accurate messages.

• Greeted numerous visitors, including VIPs, and vendors and processing all mail order requests

• Register for securities through FINRA and process new agent license requests

• Data entry for new business applications

• Submit and type letter requests for agents

Education

P&C License for commercial and individual lines of authority 0K41133 effective 8/13/2015 to current

Mesa College 2001 -2002

Skills

• Excellent communication skills

• Expert in licensing for Life Insurance

• Works well under pressure

• Team builder

• Self starter

• Proven ability to multi task

• Goal and detailed oriented

• Proficiency in MS Office

• Excellent data entry skills

• Strong organizational skills

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