Insurance Customer Service
Resume:
LESLIE PARKER
acs359@r.postjobfree.com
STATE FARM AGENT /BANK CERTIFIED AGENT
Answers a high volume of inbound sales calls
Gathers information from clients to assess their individual insurance needs
Approaches potential clients by utilizing phone solicitation; calling on warm, exclusive leads as well as existing clients who need to buy additional policies
Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage; ascertaining long-term goals.
Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
Obtains underwriting approval by completing application for coverage and gathering required documentation.
Completes coverage by issuing policy; planning future follow-up calls and evaluations of needs.
Provides continuing service by being available for advice in times of need.
Provides claims assistance by providing sound advice with a long-term view of the impact on their future insurance needs.
Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
HMK INSURANCE COMMERICAL AND MEDICAL INSURANCE BROKER
2012-2015
ACCOUNT EXECUTIVE
DUTIES AND RESPONSIBILITIES
Utilized over 20 Personal Lines insurance carriers for quoting and rating.
Recognized and promotes cross-sells opportunities such as medical, dental, commercial insurance or specialized policies such as marine or farm
Reported claims to the applicable carriers directly, on behalf of client; monitored insurance claims to ensure they are settled equitably for the parties involved
Knowledge of marketing principles, underwriting and pricing strategies.
Aptitude to retain profitable business
Strong interpersonal and written communication skills.
Work independently and cohesively in a team
Personally serviced hundreds of accounts, issued renewals and policy amendments
Counseled insureds on coverage levels uniquely designed for each individual
Complete applications and assist the client in arranging payment terms in accordance with established guidelines or collecting premium when applicable.
Completed rewrites and reinstatements of insurance policies according to underwriting and business regulations.
Requested on site property inspections; reviewed final inspection and recommended repairs, if required
Communicated with high level of professionalism, integrity, and enthusiasm. Adept at assessing people and responding to their unspoken concerns and personal needs
Developed relationships with underwriters, surveyors, photographers, structural engineers and other professionals
THE HARTFORD INSURANCE GROUP
2008-2012
INSURANCE AGENT
* Documented and rewarded for developing excellent partnerships with existing and new clients. Generated client satisfaction and loyalty by providing a positive experience through accurate and professional service.
*Fast pace and continuous call monitored environment, Cross sold personal line products
* Apply learned underwriting guidelines for 50 states; Processing Reinstatements, Renewals, adding and or removing endorsements
* Surpass monthly customer service metrics set forth by The Hartford Insurance Group
* Retained and apply in-depth knowledge of insurance practices per individual state guidelines and numerous associations, in a rapid call center environment
* Process new business accounts, customer retention and processed rewrites and endorsements to existing home and auto accounts
* Handles assigned call types/customer inquiries via the necessary and appropriate means (Microsoft applications, email, and fax) in the call center environment. Documents system(s) and completes state filings as required by insurance practices
* Resolved eligibility and billing disputes efficiently and autonomously.
EDUCATION
Health Information Technology ICD9- ICD10 Coding -LCCC
Active Property and Casualty License
Active Life, Accident and Health License
*Currently on target to complete National Alliance CISR Certificate
*Luzerne County Community College Graduate *
*Associates Business Degree Earned
* Completed Insurance INS 21, 22, 23 - Certificate Insurance
*Commercial Underwriting Certificate
Contact this candidate