Customer Service Insurance

Leah Richard

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

Milwaukie, OR *7267

Home 503-***-****

Cell 971-***-****

*********@*****.***

Career Objective

To obtain a position in the Insurance industry that lends the opportunity to apply my

insurance knowledge, experience, and established customer service skills.

Education

Pro schools Property/Casualty Insurance License OR Licensed 2003

CISR Designation The National Alliance for Insurance 2013

Oregon Notary State of Oregon 2013

Skills

Ability to multi task in a fast paced and demanding environment.

Execution of time sensitive tasks in an accurate and efficient manner.

Demonstrates exceptional time management.

Computer literacy skills include: Word, Excel, Outlook, Applied Epic, AFW, Paper port,

Treeno, and AMS 360, Internet research.

Professional Experience

2012 –7/9/2014:

Commercial Account Manager:

Laporte and Associates – Portland OR

Handle new and renewal submissions, summaries, processing policies,

Quoting, endorsements, cancellations, certificates, billing and invoicing of premiums.

Processed a high volume of phone calls, emails.

2000– 8/1/2012

Commercial Account Manager:

Contractors Insurance Services Inc / BW Insurance Agency – Tualatin, OR

Handle high volume of phone calls, emails, endorsements, certificates, quoting new and

renewal submissions, processing policies, billing and invoicing of premiums.

submission of claims to carrier(s), contractors bonds.

Banking, deposits trust and commission checks.

1998 2000:

Administrative Assistant

Insurance Service Underwriters – Scottsdale, AZ

Answered multi line switchboard.

Processing of policies, endorsements and cancellations.

General customer service duties.

* Professional References and Letters of Recommendation available upon request*

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