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Department Manager, Account Manager, Underwriter

Location:
Oklahoma City, OK
Posted:
April 21, 2014

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Resume:

Oklahoma City, Oklahoma

Oklahoma City, Oklahoma

**** ****

**** - ****

**** – 2010

ROSE M. SALYER WINGATE

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

Moore, Oklahoma 73160

(Home) 405-***-**** • (Cell) 405-***-****

~ • *******************@*****.*** • ~

QUALIFICATIONS PROFILE

An experienced customer service representative with diverse technical and interpersonal skills to support

Personal flexibility and adaptability to embrace customer and corporate goals and objectives.

Process resolution skills that redirect energies and focuses to meet organizational, operational, and

personal goals and objectives.

Administrative tasks for operational and functional processes related to both the operational and

customer services.

Efficiency of computer related skills to include Microsoft Windows 2000, XP and Windows 7; Microsoft

Office Tools such as Word and Outlook 2000 and 2003; and other insurance related software and

programs, including AMS 360.

Highly organized, superior communication and interpersonal skills to facilitate the care of the

customer.

PROFESSIONAL EXPERIENCE

CUSTOMER SERVICES AGENT Insurance Overload Services

Performance Requirements

Quote and issue applications for new auto and homeowner policies, process changes to existing

policies, answer coverage questions, process payments from customers, etc.

Process quotes, applications, changes and renewals for commercial accounts, including commercial

property, liability, commercial auto and worker’s compensation coverages.

Handle correspondence from other companies and insured customers.

Maintain Brooke’s agency computer system.

Support management requests and tasks to fulfill organizational and operational requirements as

necessary to meet critical needs.

CUSTOMER CARE SPECIAL SERVICES Hartford Insurance

Performance Requirements

Quote and issue applications for rewrites of existing customers’ home and auto policies due to

state to state moves, as well as Scheduled Personal Property endorsements, watercraft

endorsements, and Personal Umbrella policies.

Quote and issue policies for secondary homes and rental properties.

Quote and issue policies for co owned vehicles or vehicles registered in different states.

Process New Business applications from company computer system.

CUSTOMER CARE AGENT Hartford Insurance

Performance Requirements

Facilitate customer needs and best strategies to optimize current and future coverage

1

Oklahoma City, Oklahoma

1996 - 99

requirements.

Process customer payments using both paper and electronic processes and media.

Conduct process reconciliation to ensure quality control and efficiency.

Determine eligibility for reinstatement of policies cancelled due to non payment of premium or

other underwriting reasons, and process reinstatements as appropriate.

SERVICE AGENT State Auto Insurance

Performance Requirements

Quote, issue and process changes to existing customers’ auto, home, and small commercial policies.

Quote and issue new applications for auto, homeowner, and small business policies.

Answer coverage questions.

Process customer payments.

Determine eligibility for reinstatement of policies cancelled due to non payment of premium or

other underwriting reasons, and process reinstatements as appropriate.

EDUCATION

Bachelor of Arts, Liberal Arts, Oklahoma City University, Oklahoma City, OK May 2004

Graduate Studies, Oklahoma City University, Oklahoma City, OK 2004 2007

TRAINING & PROFESSIONAL DEVELOPMENT

Oklahoma Property and Casualty License Valid through April 2015

Insurance Institute of America, Introduction to Insurance Underwriting 2002

Insurance Institute of America, Introduction to Insurance 2000

Certified Insurance Service Representative Series 1992/1996

PROFESSIONAL AND PERSONAL ACCOMPLISHMENTS

Recognized for six months of consecutive 100% underwriting quality 2000

Recognized via complimentary letters from customers on numerous occasions 2000

REFERENCES

Available upon request



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