Customer Service Commercial Lines
Resume:
Career Summary
Seasoned insurance professional with over 40+ years of property and casualty insurance (company and agency) experience owning and servicing my own agency for 10 years. Proficient in all lines of coverage with a specialty in commercial and personal lines accounts. Worked on the company side for 12 years, then switched to the agency side. Managed client expectations and built and maintained strong positive relationships with clients and underwriters. Successfully upsold and cross-sold policies to improve clients’ insurance programs. Managed multiple priorities, delivering timely and accurate work products with a customer service and client retention focus. Developed strong computer skills and the ability to navigate through multiple systems.
Work Experience
Kathy Brown
519 NW Lincoln Ave, Port St Lucie, Florida 34983
*************@*****.***
HSBR Insurance Inc
Commercial Account Manager
Responsible for day-to-day servicing and managing a mid-commercial lines book of business with average income accounts of $20,000.
Evaluate client exposures to provide policies that protect new and renewal clients appropriately. Rate new and renewal policies in carrier rating systems. Prepare and submit new and renewal applications to the carriers and obtain quotes. Bind coverage for new business and renewal policies. Issue certificates of insurance.
Make calls to referral prospects for new business commercial accounts. Building and maintaining strong, positive relationships with clients and underwriters. Maintain high client retention.
Port St Lucie, Florida
July 2023 - Current
Teleperformance
Customer Service
Training to be customer service to USAA clients. Worked a total of about 5 weeks. Was hospitalized with asthma, then had to start my training over again.
Answered phone calls from clients.
Made changes to clients policies.
Added new coverages to clients policies.
Took payments from clients for their payment of new business and renewals. Port St Lucie, Florida
March 2023 - May 2023
Livings Insurance Agency
Receptionist/Customer Service
Office receptionist and customer service for several agents. Answered and transferred calls to the appropriate person. Palm City, Florida
September 2022 - February 2023
5/6/24, 9:49 AM WAHVE
https://insurance.brainwahve.com/applicant/resume 1/3 Greeted clients and prospects as they came through our doors. Customer service for several agents.
Made changes to policies.
Took policy payments over the phone and for walk-ins. Armellino Agency
Personal Lines Agent
Handled customer service.
Quoted personal lines policies online.
Made changes to policies.
Greeted irate customers and solved their problems. Stuart, Florida
October 2021 - December 2021
Kathy Brown Insurance Agency
Owner
Started out selling to friends and relatives. They told their friends about me, and I built my agency by word of mouth.
Ran the operations of the agency.
Wrote new business and renewals.
Marketed for new business and renewal.
Communicated with underwriters to get the best quote for clients. Issued certificates of insurance.
Filed claims for insured when needed.
Took payments and issued auto ID cards.
Issued endorsements for insureds.
Louisville, Kentucky
September 2009 - May 2019
Schwartz Insurance Group
Commercial Customer Service
Commercial customer service.
Evaluated client exposures to provide policies that protected new and renewal clients appropriately. Rated new and renewal policies in carrier rating systems. Prepared and submitted new and renewal applications to the carriers and obtained quotes. Bound coverage with company underwriters.
Issued certificates of insurance, bonds, and auto ID cards. Louisville, Kentucky
December 2005 - August 2009
Insurance Connections
Insurance Agent
Sold and serviced insurance policies.
Bound coverage with company underwriters.
Prepared and submitted new and renewal applications to the carriers and obtained quotes. Rated new and renewal policies in carrier rating systems. Evaluated client exposures to provide policies that protected new and renewal clients appropriately. Greeted customers and made changes to policies.
Mt Washington, Kentucky
August 2001 - November 2005
Allstate Insurance
Customer Service
Mt Washington, Kentucky
February 1999 - August 2001
Changes are saved O
5/6/24, 9:49 AM WAHVE
https://insurance.brainwahve.com/applicant/resume 2/3 Computer Skills
AMS360 Outlook Word
Education
No degree, Business, Sullivan College, 1974 - 1975 Licenses
Florida - Property & Casualty
Florida - Life
Florida - Health
Handled front of office.
Greeted walk-in customers.
Issued change endorsements.
Completed life insurance applications.
Marketed new business personal and commercial policies. Changes are saved O
5/6/24, 9:49 AM WAHVE
https://insurance.brainwahve.com/applicant/resume 3/3
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