Customer Service Insurance

Sharon Renae Lugert

**** **** **. *.*.

Delano, MN 55328

Cell:612-***-****

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

SUMMARY

After thirty plus years in the insurance industry, I am looking for a

career change. I am a committed professional, with a proven record of

success. Extensive experience Customer Service.

A detail, organized, self-motivated individual who accepts and enjoys

responsibility and challenges.

PROFESSIONAL EXPERIENCE

Center Insurance Agents, Inc./Christensen Group Insurance 3-15-06

to 8-31-14

Commercial Account Executive/Customer Service Agent/Marketing Tech

Duties include all day to day handling of the Commercial book of business,

marketing tech and state

reporting of Surplus Lines Tax and Stamping fees.

Associated Insurance Agents, Inc. 1995 to 2005

Commercial Account Executive

Assistant to Agency Owner-for all day to day handling of his book of

business

Handled all agent licensing for the agency

Martin Financial Services, Inc. 1992-1995

Customer Service Rep/Agent

Responsible for all of the day to day operations of the Property/Casualty

department-marketing

and servicing.

*Perform all phases of the personal and commercial lines accounts

*Skilled in working collaboratively with insurance agents, brokers and

company underwriters

*Developed and maintained a friendly, personal relationship with each

client

*Extensive knowledge of The Agency Management System by Applied Systems

*Responsible for meeting with company representatives

Resource Agency, Inc. 1987-1992

Customer Service Rep/Agent

Responsible for the commercial book of business, along with half of the

personal lines book-

marketing and servicing.

*Performed all phases of the commercial and personal lines daily work flow

*Made outside calls to clients and prospects, as need arose

*Effectively reorganized the commercial lines department, for efficiency

*Responsible for meeting with company representatives

*Ran quotes for both the commercial and personal lines risks, using the

Applied Systems

rating software

Central Insurance Agency 1986-1987

Underwriter/Rater

This agency specialized in the Restaurant/Tavern business.

Responsibilities included underwriting

the risk for the companies and rating the risks accordingly-marketing and

servicing.

*Effectively worked with independent agents brokerage business

*Acted as the initial underwriter on accounts and obtained any additional

information needed

*Rated risks manually

*Participated in the annual Tavern Association meeting along with Company

Underwriters

CNA Insurance Company 1985-1986

Commercial Lines Rater

Rated all lines of commercial insurance both manually and by computer, for

multiple states.

Tower Insurance Company 1979-1985

Commercial Underwriting Assistant

Throughout the years with this company, I advanced to the final position as

shown above.

*Started as a personal lines rater

*Promoted to personal lines underwriter, for the MN branch

*Developed a very close working relationship with agents throughout MN

*Made agency calls, representing the company

*Advanced to commercial lines rater

*Progressed to commercial underwriting assistant

*Declined the offer to transfer to the Home Office in WI, when MN branch

closed

INSURANCE EDUCATION

Annual continuing education classes

In house training:Vertafore 360/Worksmart computer software 04/14

CISR Designation 12/01

Certified Insurance Service Representative

The Agency Manager Systems training (TAM) 10/92

trained by Applied Systems

Dealing with upset citizens and public 9/89

Leadership Training Education

Property and Casualty Licensing 9/87

ProSource Education Services

ISO Simplified Training 6/86

CNA in-house and home training class

IIA Insurance 21 12/81

Mpls Technical College

REFERENCES

Professional and personal available upon request

Contact this candidate