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Customer Service Insurance

Phoenix, Arizona, United States
October 09, 2016

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Rebecca L. Moen

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

Goodyear, AZ 85395

Cell: 480-***-****



January 2015 – October 2016 Writer and Editor Salt Lake City, UT

Commissioned to write articles and short stories for magazines and anthologies.

Commissioned to edit documents of up to 20,000 words.

Author of several books.

Scottsdale Insurance Company

November 2010 – March 2015 Underwriting Assistant Scottsdale, AZ

Worked directly with the agent to provide our clients with the best possible service.

Gathered information on exposures and operations to support preparation of submission and coverage specifications as needed.

Utilized knowledge of industry, markets & clients in assisting in preparing underwriting specifications.

Provided assistance with coverage questions and program adjustments; solves problems regarding client account issues.

Provided necessary information to operations to create account information in databases (Siris, WINs, Omniview, Sage) and updates information as needed.

Built and maintained relationships with client teams to provide timely and proactive customer service to client team and peers.

Stayed current, understood, and complied with all, professional and transparency standards.

Berkley Regional Specialty Insurance Company

February 2007 - June 2009 Underwriter Technician Scottsdale, AZ

Managed and recorded client and carrier communications in workflow system to ensure timely follow up and review by client team.

Responsible for gathering and formatting client renewal information and exposure documents.

Recorded quotes, declinations, indications, extensions and cancellations and escalated concerns to direct manager or client team.

Maintained the Binder Log.

Received and recorded binders, policies, and endorsements and sent to clients.

Northwest Academy

December 1998 Naples, ID

Insurance Courses Completed

INS 21 - Pass

INS 23 - Pass


Steve Klingel 561-***-****

President and CEO

National Council on Compensation Insurance, Inc

Vickie Potts 602-***-****


Burlington Insurance Company

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