Customer Service Insurance
Resume:
Lori L. Casey
Winsted, CT ***98
860-***-**** (cell)
I am writing to you because I believe my experience and expertise in the areas of insurance qualify me for a position in your company. I am a licensed insurance professional with experience in automobile, homeowners, fire-dwelling, watercraft and umbrella policies. My background includes extensive familiarity with the insurance industry and with developing and implementing successful solutions for clients. Now I would like to bring my abilities and knowledge to work for your company.
My experience and training together with my penchant for detail have all served to help make me highly effective at what I do. I have a proven track record of producing dramatic increases in customer satisfaction and able to achieve added sales from existing customers. I have been recognized throughout my career for my ability to connect with customers. I have consistently exceeded all service and quality goals and my past achievements are indicative of a dynamic leader who possesses strong people and organizational skills.
I have performed and directed a wide variety of activities including development and implementations of new systems and technologies. I am skilled at working directly with customers and agents to provide information and solutions to potential and existing issues. My outgoing and friendly nature allows me to interact well with other staff members at all levels.
The accompanying resume can serve to provide you with greater details of my background and what I have to offer.
Sincerely,
Lori L. Casey
Lori L. Casey
Lori Casey
337 Colebrook Rd, Winsted, CT 06098 - 860-***-**** **************@*****.***
Profile
Excellent customer service, problem solving and interpersonal skills. Team player with management experience and a positive attitude. Proficient with Windows XP, Word, Agency Gateway and Microsoft Outlook.
Employment History
ALLSTATE INSURANCE COMPANY - TORRINGTON, CT
Office Manager
Licensed Sales Producer
●Call on policyholders to explain policy, to analyze insurance program and suggest additions or changes.
●Customer relations as they pertain to meeting customer requirements for purchase of insurance
●Collect customer premium payments and update daily remittance
●Balance daily remittance report and prepare bank deposits
●Quote, process and bind all types of new business
●Run weekly audits
●Research billing and accounting problems
●Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
●Write endorsements to Auto, Life, Property and Specialty insurance
●Reconcile agent accounts.
●Manage a book of business consisting of 15000 accounts
●Daily management and root cause analysis, research and resolution of production issues
●Assist in workflow management for a staff of three on workflow integrity
●Write policies within the Expanded Market program which consists of 10 other insurance companies
●Self- trained on the Expanded market Program systems and procedures
●Reconcile daily deposits and verify all balances are accurate
SECURITY CONNECTICUT LIFE INS. CO – Avon, CT
New Business Unit Leader
New Business Analyst
●Supervision of clerical unit
●Expediting issuance of all new business policies
●Work closely with the underwriters and agents
●Wrote reviews of clerical team personnel
●Assisted in the hiring process of new support staff
●Execute weekly meetings
●Heavy involvement in training new employees
●Coach and mentor subordinates
●Monitor workloads and plan accordingly
●Train new staff
●Interview candidates for positions within the unit
Education
Gilbert High School
CT State Property & Casualty Licensing Exam
Continuing Education for License renewal ONGOING
337 Colebrook Rd Winsted, CT 06098 860-***-**** **************@*****.***
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