Customer Service Insurance

PHYLLIS BROOKS

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

Suwanee, Ga 30024

678-***-**** cell . ****************@*****.***

Over twelve years of hands-on insurance experience including lead

generation, product knowledge, and sales skills. Proven ability to work

independently, handle simultaneous projects and meet deadlines. Effective

working both independently and as a team member.

PROFESSIONAL EXPERIENCE

COMMERCIAL INLAND MARINE UNDERWRITING ASSISTANT

ACE NORTH AMERICAN PROPERTY & SPECIALTY, 02/2013 -

03/2013

ALPHARATTA, GA

. Communicated with customers to confirm or obtain data needed for

issuance and servicing.

. Worked with Underwriters to obtain information in preparation for

quoting/binding process.

. Handled electronic file set-up of new and renewal policies.

. Identified forms and endorsements used in policy construction.

. Completed premium registration including post bind transactions and

ensured transactions were registered in a

timely and accurately.

. Maintained/exceeded service standards in areas of production, service

and support.

. Conducted account inquiries in various management systems and worked

with other support departments within

ACE.

. Handled general correspondence and renewal letters.

. Handled special projects as assigned.

STAFF

AGENT/BROKER/CSR

STATE FARM INSURANCE,

03/2012 - 06/2012

. Run day to day operations of office.

. Sell and service property and casualty as well as life and health

products.

. Sell and service commercial line products as well as State Farm Bank

products.

. Handle and service small claims in office

. Assistant to Office Manager in doing reports, taking payments,

servicing accounts etc.

. Set up new accounts and deal with billing and service issues.

. Market products by phone, email, cold calling, prospects, internet

leads, and outside marketing etc.

. Do end of day report and take money to bank for processing on

customers accounts.

. Provide excellent customer service, clerical, and front end support

. Make calls from morning report concerning billing issues, items

needed to complete accounts etc.

INSURANCE SALE AGENT

CALL CENTER

PC GROUP GETAUTOINSURANCE.COM

12/2009 - 03/2012

DULUTH, GA

. Process 120-215 outbound sales call for non standard auto insurance,

lead generated, pre underwrite application.

. Licensed in 18 different states to write business for company .

. Process Inbound calls for customers also lead generated sales and

service.

. Email documents for signatures, or fax documents for processing of

application approval.

. Receive inbound documents for posting and approval for application by

fax, mail, or email.

. Quote applications for binding of application using company system and

software.

. Answer customers questions concerning coverage, billings periods, and

bind coverage also.

. Pitch and sell ideal health card as well as road side assistance plans.

CUSTOMER CARE SPECIALIST CLAIMS,

11/2008 - 01/2009

CHASE

(ASSURANT), Duluth, GA

. Handled all claims (Hurricane) inbound call center environment.

. Provided front line contact with clients and customers.

. Recognized consistant problem areas and reported to higher level of

action.

. Followed standard procedures and policies and monitored funds being

disbursed for rebuilding of customers

Homes.

. Responded to customers needs in timely and professional manner.

. Used computerized system for tracking, information gathering and/or

trouble shooting the items raised by clients.

. Sought to retain account and/or suggested and encouraged use of other

services and products.

CUSTOMER SERVICE REPRESENTATIVE, 02/2007 - 03/2008

LAFARGE, Alpharetta, GA

. Correspond with territory managers, quarry personal and other team

members in handle quotes for customers.

. Putting quotes in the system and hand ling billing issues.

. Pulling invoices to help customers resolve billing questions and issues.

. Edit tickets from EDI to meet month end quotas.

. Research prices and items for customers to create projects.

. Credit and rebill customers

. Answer general customer inquiries, assist in resolving issues/concerns or

direct them to the appropriate resource.

. Collection of past due customers account.

. Update and correct customer accounts with billing issues, account

cancellations and address changes.

. Assist territory managers in handling freight in creation of project for

customers.

CSR / STAFF AGENT/OWNER/BROKER, 12/2005 - 02/2007

BROOKE INSURANCE AND FINANCIAL SERVICES, Atlanta, Georgia

. Ran day to day operations of agency.

. Established relations with mortgage brokers, realtors, and auto

dealerships to market business for agency.

. Wrote, underwrote, and serviced accounts for property and casualty

business for agency.

. Marketed with auto dealers, mortgage brokers and realtors to establish

relationships to prospect new business for

agency.

. Serviced, sold, wrote, underwrote and processed business old and new for

agency.

. Trained new agents that were hired for the business.

AGENT 03/2004 - 03/2005

STATE FARM INSURANCE, Atlanta, Georgia

. Sold property and casualty products, as well as life and health products

and commercial lines.

. Sold and serviced bank products.

. Processed and took payments, did end of the day report and took customers

payments to bank for processing on

accounts.

INSURANCE SERVICE PROFESSIONAL, 03/2003 - 03/2004

All America Financial, Atlanta, Georgia

. Responded to routine and escalated calls in a call center environment for

insurance services on property, casualty,

and commercial products.

. Serviced all fifty states with professional and excellent customer

service skills to policy holders and agents.

. Posted payments to accounts and endorsed accounts.

. Serviced difficult billing issues.

STAFF AGENT/ CSR, 07/2001 -03/2003

STATE FARM INSURANCE, Columbia, South Carolina

. Ran day to day operations of office.

. Sold and serviced property and casualty as well as life and health

products.

. Sold and serviced commercial line products as well as bank products.

. Handled small claims in office.

. Assistant Office Manager

. Set up new accounts and dealt with billing issues.

? Marketed insurance products by phone, email, leads and in person.

? Did end of day report and took money to bank for processing on customer

accounts.

? Provided customer service, clerical and front end support.

CUSTOMER SERVICE REPRENSATATIVE, 02/1999 - 01/2001

KIGHT RIDDER NEWSPAPER, Columbia, South Carolina

. Established new accounts.

. Answered incoming calls for two different newspapers.

. Handled and resolved complaints.

. Posted payments and accounts receivable

EDUCATION, TRAINING, LICENSING, & SKILLS

. University of South Carolina.

. Georgia Property and Casualty Licensed.

. Life accident, sickness and health Licensed.

Training and Skills

. Computer skills: Windows 2007,

2000, 98, 95, Microsoft Office Suite, Excel, Access, Word Perfect. Fax

machine, 10-key calculator, copier machine, cash register and other office

skills with day to day operations of an office. Lotus Notes, Excellent

communication and writing skills

References

Available upon request

Contact this candidate