Customer Service Agent/Account Manager
Resume:
PO Box *** Phone number: ***-****
Gold Bar, WA **251
Professional Summary: Licensed Commercial Account service professional with generalist experience across all lines
of business
Skills/Accomplishments:
• Working knowledge of Applied Agency Management System, EPIC, Sagitta and Hawksoft
Systems. Worked in the Model Office supporting the implementation of our new agency
management system EPIC. Part of the process of implementing new Agency workflows for the
roll out of EPIC to our other 30+ branches.
• High level of experience with Bonding.
• Proficient with numerous company websites and their products.
• Property and Casualty license in place 17+ years in Montana. Currently licensed in Washington
State.
• Capable of handling a large commercial book of business, in a fast paced environment and have
exceptional organizational skills.
• I am a team player and enjoy a challenge. Extremely accurate and thorough, particularly with
details.
• Affiliations: CPIW, AIS, and pending AAI designation.
Work Experience:
American Insure-All, Lynnwood, WA, Commercial Lines Producer, 5/12/2014 to 7/28/14.
• Quoting and servicing Commercial Lines accounts.
Bell-Anderson Agency, Ellensburg, WA, Commercial Lines Certificate Processor, 8/06/2012 to
12/09/2013.
• Issued Commercial Certificates of Insurance including reading of complex contract information
for our clients and General Contractors.
• Endorsed policies as needed to satisfy contractual requirements.
Western States Insurance Agency, Missoula, MT, Commercial Customer Service Agent, 07/20/2012
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•, Missoula, MT, Receptionist/Personal Lines Rep, 8/1994 to 5/1997
• Receptionist/front desk duties.
• Quoted new and serviced personal lines business.
Unigard Insurance Company, Bellevue, WA, Personal Lines Processor, 10/1988 t o 5/1994
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Education: Mount Si High School
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