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General Lines license in P&C andife and Health, SQL database certifica

Location:
Fort Worth, TX
Posted:
April 04, 2024

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Resume:

SAMANTHA BARRERA

**** ********** ***, **** ***** TX, 76133 817-***-**** ad4sjm@r.postjobfree.com

EXPERIENCE

GEICO, Richardson TX

Digital Communications Agent/Service and Underwriting – December 2019 - present

Through the use of Salesforce, assist customers via chat, up to two chats consecutively with policy endorsements as well as underwriting concerns.

Received manually kicked out endorsements that required manual review for underwriting to confirm if it met underwriting guidelines and if not, deny or provide customer the information needed to keep the policy in place.

Top performer in survey results with excellent surveys consistently 80% or above

Sales Agent and front line Underwriter from November 2016 – December 2019

Sell policies using specific proprietary underwriting guidelines as well as state guidelines. Underwriting policies for 35+ different states

OPTUM, Richardson, TX

Client- Independence Blue Cross

Sales Agent, Team Lead and Trainer

October 2013 to September 2014 and August 2015-November 2016

Act as mentor to a team of 32 licensed insurance sales agents which includes being an expert in the field and being able to answer questions and handle escalated customer issues in a timely manner

Work closely with the team coach to identify areas of opportunity and put together strategy plans and training to maximize team goals which includes creating ad hoc reports for upper management

Consult with the client, Independence Blue Cross, on a daily basis to provide consumer feedback and trends identified within the sales office

Trainer 1 Certified by Optum

Create and Manage curriculum for the training classes for new licensed agents

Farmers Insurance, Corinth, TX

Agency Producer

June 2013 to July 2015

As Senior Agency Producer I managed other agency producers that reported to me directly in addition to doing sales myself- Work closely with producers and marketing coordinator to create sales plans and marketing plans in order to maximize production

Primary writer for commercial policies which include gathering underwriting information in order to write policies or work with brokers to procure appropriate policies needed

Large focus on consumer needs and customer satisfaction in order to maintain high retention

Work and collaborate with various teams such as underwriting, district office, regional adjustors to maximize office efficiency and profitability

EPSILON, Irving, TX

Business Systems Analyst

August 2011 to October 2012

Writing business requirements for the Visa Extras loyalty platform, with a specific focus on the website including functionality and consumer usability.

Lead BSA on Visa Extras website redesign that launched at the end of Sept. 2012

Large focus on analytics and performance on the site and custom reporting using data from multiple sources from the Visa Extras platform as well as email marketing in order for key stakeholders to make informed decisions.

Management over the Visa Extras Microsites project- A project that utilized the full SDLC and worked directly with the client from requirements, to development, demo implementation and production implementation and analytics.

KIMPTON HOTELS & RESTAURANTS, San Francisco CA

Loyalty Marketing Administrator

February 2008 to August 2011

Assist with creative, copy direction, quality assurance and content management on all email marketing and Kimpton InTouch web pages to assure customer satisfaction, usability and profit

Liaison between multiple vendors, the marketing communications team, legal and other key stakeholders on email marketing and landing pages-both content and creative

Integrating the Kimpton InTouch program with Kimpton Restaurants to drive business from the current consumer base

Managing the ecommerce and marketing calendar to ensure deliverables and deadlines

Analysis of the loyalty program Kimpton InTouch using multiple tools to create various dashboards, monthly and ad hoc reports which included website analytics, email analytics and other ecommerce based initiatives

WYNDHAM CORPORATE OFFICE, Dallas, TX

Associate Manager, Wyndham ByRequest

April 2006 to February 2008

Provide daily support to all hotels, including the ByRequest Manager at each individual hotel property including performance and ongoing training to ensure brand cohesiveness

Collaborate with IT weekly on ByRequest system enhancements and/or resolutions to system issues to make sure online interaction is seamless

Gather important information and conduct online training on monthly conference call for hotel management

Select new ByRequest Managers as final corporate office interview and sign off

Analytics on ByRequest email campaigns which included use of Cognos and Cheetahmail- Open rates, CTR in order to compute ROI on all ecommerce initiatives for the ByRequest loyalty program

Project Coordinator, Wyndham ByRequest

April 2004 to March 2006

Developed timelines for projects both Technical and non Technical including the process and follow up

Analytics on ByRequest email campaigns which included use of Cognos and Cheetahmail

Organized projects, meetings, presentations, and files as needed

Customer Service Coordinator, Wyndham ByRequest

October 2002 to March 2004

Handled enrollment and questions for customers in Guest Recognition Program as well as handling all escalated calls for the department

Listened to customers regarding issues and corresponded with the hotels to obtain satisfactory resolutions for both parties involved

Reservation Helpdesk Supervisor, Wyndham Central Reservations Office

January 2001 to September 2002

Supported reservation sales associates by answering questions regarding properties, packages and rates, as well as QA on calls in order to identify areas of opportunity

Listened to customers regarding reservation issues and collaborated with the hotels to resolve

QUALIFICATIONS AND RECOGNITION

Completion three day SQL programming course conducted by HOTT, Inc. in May 2008

Customer Service Coordinator of the year, Wyndham Corporate Office – 2003

TX-General Lines- P&C License

TX- General Lines- Life, Accident & Health License

INTERESTS

My children, adventure runs, reading, charity work (specifically Dress for Success, Trust for Public Land)

PROFESSIONAL REFERENCES

Montenique Littlejohn

Onboarding- Implementations Analyst- Data Analytics- BI Visualization at XPO Logistics

DFW

817-***-****

Teresa Lazenby

Executive Underwriter – Middle Market Management Liability at The Hartford

DFW

214-***-****

Ryan Conley

Executive Cardio-Renal Sales Consultant and Area Training Liaison – Boehringer Ingelheim

ad4sjm@r.postjobfree.com

972-***-****



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