Executive Assistant Customer Service

Alexander Kerhulas

Insurance License# *L***** 818-***-**** ****.********@*****.***

Compassionate Licensed Insurance Agent committed to provide quality care. Able to understand and perform instructions in a correct and timely manner. Strong capacity to communicate effectively and clearly, both in person and over the phone. Proficient in conducting a positive and effective attitude during stressful situations. EDUCATION

Associate Degree in Business Administration Fall 2020 Associate in Commercial Underwriting (AU - Designation) In Progress Experience

Hub International Insurance October 2018 - Present Customer Service Associate - Executive Assistant

● Analyzes and amend all invoicing inaccuracies conducted by carrier and business management billing departments

● Ability to effectively and regularly use multiple electronic systems and information systems

● Gathers and verifies all necessary client information and quote full line policies to provide all clientele with adequate coverage and protection

● Knowledge of underwriting principles, product specific coverages and policy forms,

● Cultivates relationship with agents and underwriters to provide administrative support for daily tasks, special projects and the development of new business

● Processes and distributes endorsements, renewals and summaries of insurance daily.

● Assists in managing a $4.5 million dollar book of business of high net worth clientele for personal and commercial entertainment.

● Maintains general expense reports; reconciles corporate accounts to ensure all accounts receivables/payables were correctly distributed and received between clients, carriers and HUB.

● Establish and strengthen relationships with Agents, Insureds, and Underwriters to ensure everyone’s needs are met with the utmost quality and efficiency.

● Follow up for policies from carriers and subjectivities needed for policy issuance

● Schedule and assist agents in meetings with new and existing clients implementing risk management by providing adequate coverage for specific cases for clients.

● Assist as the team’s point of contact while providing back-up support for teammates when required. Farmers Insurance July 2015 – October 2018

Insurance Sales Agent

● Regularly attain and exceed monthly sales goals.

● Responded to and resolved all customer inquiries and issues.

● Effectively managed a Promptly and accurately quote full Line Personal Lines policies.

● Engaged prospective clients to promote new business, and discuss coverage options such as changes, additions, due payments and general policy questions.

● Collaborated with sales team and team leaders to communicate targets, increase revenue and improve promotional strategies.

SKILLS/QUALIFICATIONS

Strong talent establishing strong lasting relationships with clients, teammates and companies. Proficient in Microsoft programs such as word, excel, outlook etc. Ability to type 70 WPM

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