Advisor/Sales/Customer Service/Insurance
Resume:
Julie Day
**** ******* **., *********, ** *****
***********@*****.***
SKILL SUMMARY
Seasoned professional with over 20 years of experience in property and casualty insurance.
Recognized for strong communication skills effective in building business relationships with peers, management and clients.
Strong team player with a track record of high-level customer service.
Proven time management, organizational and analytical skills.
EXPERIENCE
12/2013 to 4/2014 Team Soft, Inc.
Madison, Wisconsin
Personal Lines Auto/Property Specialist
Develop implement and maintain auto/property products, pricing and rate plans. SME regulatory/legislative environment as it pertains to auto for 19 states occupied by parent company. Strong research/analytical skills. Strong communication and good writing skills. Ability to work independently or as a part of a team. General Business Analyst skills, limited project management and ability to lead components of small projects. Microsoft office suite experience (excel, word, power point and SharePoint.)
10/2010 to 11/2013 QBE the Americas
Sun Prairie, Wisconsin
Underwriter
Examine documents to determine degree of risk from such factors as applicant financial standing and value and condition of property, casualty, excess liability, inland marine and recreational equipment risks. Decrease value of policy when risk is substandard. Negotiate and or apply coverage limiting endorsements when necessary. General business analyst skills. Ability to manage multiple varied relationships for the purpose of promoting increased sales, file retention and regional growth to assigned territory. Ability to communicate and gain buy in from my audience. Ongoing mentorship and training of other internal office staff as well as assigned agency relationships.
8/2007 to 10/2010 Group Health Cooperative of South Central Wisconsin
Madison, Wisconsin
Marketing Group Service Consultant
Maintained 97 percent retention rate for three straight years with large, medium and small sized commercial health groups. Call on policy holders and group account sales executive to deliver and explain policy, to analyze insurance program and suggest additions or changes to group health benefit plan. Explain features, advantages and disadvantages of various policies to promote the sale and retention. Develop marketing strategies to compete with other markets. Present, sell and service all aspects of the company’s client health product insurance needs.
9/2002 to 11/2006 M3 Insurance Solutions for Business
Madison, Wisconsin
Personal Lines Marketing Executive
Top Private Client Group Sales Executive with a 95 percent retention rate. Interview prospective high net worth clients to obtain data about their financial resources, assets, needs and risks. Determine appropriate risk avoidance measures based on needs and risk tolerance of client. Client base included Fortune 500 community, high net worth, professional athletes, major league ball clubs, entrepreneurs, business owners and key company executives. I customized personal insurance programs to address varied assets, liability exposure and strategic relationships. Monitor insurance claims to ensure they are settled quickly and equitably for both client and the insurer. Developed and maintained strong working relationship with key clients, commercial contacts and carrier relationships. Having a strong sense of protecting my client’s interests, the agencies corporate interest and known as a trusted ethical advisor and insurance professional. I assisted with the development and ongoing contribution of a monthly newsletter that addressed risk avoidance strategies and personal insurance trends affecting the individual market.
CERTIFICATIONS, LICENSES & AWARDS
Currently, pursuing API designation. Previously licensed in P&C and L&H.
EDUCATION
9/1996 to 6/2000 Madison College
Insurance
Associate in Applied Science, 3.6 GPA
Julie Day, 1724 Donegal Dr., Pensacola, FL 32533, 608-***-****, ***********@*****.***
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