Insurance Agent Customer Service
Resume:
PROFESSIONAL SUMMARY
Seasoned Mortgage Underwriter and Insurance Agent, adept in client
account management and negotiation, with a proven track record in client retention and new client acquisition. At Wells Fargo, honed analytical skills and adaptability, consistently enhancing customer service and satisfaction. Expertise in CRM software and licensed insurance protocols underpins a commitment to excellence in complex financial environments.
SKILLS
• Policy Renewals • Client Account Management
• Negotiation • Adaptability and Flexibility
• Analytical Thinking Written Communications
Skills
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• Risk Mitigation • Loss Protection
• Caseload Management • Quality Assurance
• Data Interpretation • Trend Analysis
• Documentation Review • Coverage Determination
• Policy Interpretation • Sales Support
• Client Relations • Financial Analysis Software
CONTACT
ad20pt@r.postjobfree.com
New York
EXPERIENCE
Insurance Agent
JUN 2023 - JAN 2024 National Income Life Insurance Company, New York, New York Demonstrated excellent communication skills when discussing insurance policies with customers to ensure they were fully informed of their coverage options.
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• Used company software to analyze customer coverage needs, write quotes, and issue policies.
• Built and maintained relationships with clients to support satisfaction. Developed strong customer service skills while working as an Insurance Agent, including problem resolution and conflict management.
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• Interpreted insurance policies and explained coverage to clients.
• Analyzed clients' current insurance policies and suggested additions or other changes. QUANDA DOTTIN
Asset Recovery Specialist
APR 2016 - MAR 2020 Self Emp[loyed, New York
Mortgage Underwriter
MAR 1999 - JAN 2016 Wells Fargo, Des Moines, Iowa
• Contacted prospective and current clients via telephone to provide quote and policy information.
• Collaborated with legal team to develop strategies for recovering assets from debtors.
• Researched relevant laws and regulations pertaining to asset recovery cases.
• Worked closely with law enforcement agencies on complex asset recovery investigations.
• Assessed current market trends that may influence the success of an asset recovery effort.
• Managed communications between various parties involved in an asset recovery process.
• Conducted interviews with creditors, debtors and other parties related to asset recovery cases.
• Utilized research skills to locate hidden assets of debtors.
• Negotiated settlements between creditors and debtors in order to recover assets efficiently.
• Ensured compliance with all applicable laws, regulations, policies, and procedures when conducting asset recoveries. Analyzed borrower information such as income, assets, liabilities, and credit history to make decisions on loan approval or denial.
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Collaborated with internal departments such as Processing, Funding and Closing to ensure a smooth transaction process from start to finish.
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• Utilized automated underwriting systems such as DU and LP to accurately assess risk associated with loans.
• Researched relevant issues when making decisions on difficult loans. Maintained current knowledge of industry trends related to mortgage products, underwriting standards and regulatory changes.
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• Communicated effectively with colleagues at all levels both verbally and in writing.
• Supported mortgage loan originators and mortgage loan processors in structuring difficult deals. Developed strong relationships with external clients including real estate agents, builders and lenders in order to provide superior customer service.
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• Evaluated potential exceptions based on extenuating circumstances using sound judgement skills. EDUCATION
Bachelor of Arts (B.A.) in Business Administration Virginia Union University, Richmond, VA, US
CERTIFICATIONS
• HUD Direct Endorsed Underwriter • New York State Insurance Agent
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