PATTI ST. CLAIR

980-***-**** Concord, NC ***** ad4z7f@r.postjobfree.com LinkedIn Profile

INSURANCE UNDERWRITER

Efficiency-Driven Professional Who Positively Impacts Profitability & Delivers

Comprehensive Customer Service to Personal & Commercial Lines Customers

Induction into Marquis Who’s Who in America October 2023

CORE COMPETENCIES

Certified Mediator in Conflict Resolution and P&C licensed in all 50 states.

Insurance Operations Customer Care Business Expansion Financial Management

Underwriting Cross-Functional Collaboration Communication

Market & Competitive Analysis Broker Management Compliance

CAREER TRAJECTORY

Assurance IQ I Remote, NC

Independent P&C Sales Producer 02/2024 – Current

SPECTRAFORCE TECHNOLOGIES AGENCY CONTRACTED SOLEY FOR MARSH MCLENNAN INSURANCE REMOTE, NC

Account Manager, Commercial Lines, Contract Position 04/2023 – 10/2023

Partnered with account executives, retaining and generating new business by leveraging strategic information and managing contract reviews and midterm changes. Delivered advice and assistance requiring technical and industry knowledge as well as client services to meet client needs and resolve any rising issues. Oversaw preparation for renewal and new business presentations. Analyzed utilization reports, carrier reports, and claims data/trends.

Results –

●Restructured and efficiently completed daily 1 call/1 email resolution for all DSP needs and met the required SLA goals as determined by Amazon DSP Program.

●Attained high client retention rates with DSPs for all lines of business by balancing customer care/carrier restrictions.

●Triaged SLA requirements daily while completing assigned special projects/tasks, fostering continued business growth and development.

AMERICAN COLLECTORS INSURANCE REMOTE, NC

Underwriter, Personal Lines, Contract Position 01/2023 – 04/2023

Compiled insurance, wrote endorsements, and renewed policies for classic and antique vehicle during mid-policy term. Rendered quick and informed decisions on writing/binding/endorsing/renewing policies while balancing customers’ needs with the companies’ strict carrier requirements for successful new business and repeat renewals.

Results –

●Established 1-call resolution, ensuring prompt and knowledgeable outcomes by multi-tasking and researching requirements while conversing with customers.

TTEC HOLDINGS INC CONTRACTED SOLEY FOR USAA REMOTE, NC

Account Manager / Field Underwriter 11/2021 – 01/2023

Mobilized member care for billing and insurance needs for fast-growing technology and services company. Harmonized cross-selling for various product lines across auto, home, rental, and Voluntary Protection Programs (VPP). Networked with firms/agencies throughout the U.S. and with customers to grow customer loyalty. Developed sales tools, prioritizing activity based on opportunity. Spearheaded marketing strategy and producer training while planning/designing case management and offering a suite of insurance products and comprehensive training that invigorated selling efforts.

(TTEC Holdings, Inc. Continued)

Results –

●Generated a 95% average on member call evaluations.

●Invited to join an evaluation/planning panel to reconstruct the recruiting and training departments to enable successful growth at the end of training.

●Chosen as 1 of 50 new hires in the training class to take the NC P&C licensing certification, passing the 1st try.

●Earned exceptional member retention rates for USAA products.

CHILD SUPPORT ENFORCEMENT – MECKLENBURG COUNTY Charlotte, NC

Case Manager 06/2012 – 11/2021

Triaged 800 to 1000 child support cases from inception to emancipation, modifying cases and enforcing cases via court. Located non-custodial parents, establishing and enforcing orders. Re-directed clerks of court orders as well as other county referral orders. Attended court processes for maintaining orders and re-opening/closing cases as appropriate.

Administrative Assistant 06/2011 – 06/2012

Coordinated front desk support, led telephonic court hearings, and enabled internal/external communication. Utilized ACTS software, managing appointments, notations, court dates, support orders, tax intercept petitions, court orders, and pay histories for agents.

Results –

●Achieved highest award for child support collection monthly and annually.

●Leveraged certifications to enable de-escalation of cases.

●Acknowledged as award-winning generalist case manager for 3 consecutive years for collecting $1M+ in child support denominations and as intergovernmental case manager for collecting thousands in child support tax intercept.

●Noted as consistent mediator/de-escalator when establishing, modifying, and closing child support cases.

●Elected as trainer for newly hired intergovernmental case managers.

WH MEANOR & ASSOCIATES Charlotte, NC

Executive Recruiter & Researcher 09/2006 – 01/2009

Prospected, networked, and built working relationships with team to research and source the best/most qualified engineering talent available with the help of unique top-of-the-line technology systems. Directed office operations and served as the primary point of contact for clientele. Oversaw networking, generating business growth as the link between candidates and the company, navigating current job openings, vetting and choosing well-suited candidates to push forward, and monitoring the marketplace for new talent. Designed all company publications and organized certifications, training, projects, and conferences.

Results –

●Recognized as the top recruiter, logging the highest number of researched leads.

●Facilitated CEO with all internal and external business development ventures.

EARLIER CAREER

PIEDMONT BEHAVIORAL HEALTH CARE Concord, NC Public Relations Administrative Assistant

DUKE ENERGY CORPORATION Charlotte, NC Customer Service Representative

TRULIANT FEDERAL CREDIT UNION AUTO BUYING SERVICE Winston-Salem, NC Sales Consultant

ORTHOPEDIC SPECIALISTS OF NORTH CAROLINA Winston-Salem, NC Assistant Office Manager

FORSYTH CARDIOLOGY Winston-Salem, NC Medical Reception

EDUCATION & AWARDS

Bachelor of Arts (BA) Degree in English Literature Salem College, Winston-Salem, NC

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