Insurance Agent Customer Service
Resume:
Mendota, IL *****
***********@*****.***
James Beaty, AINS
SKILLS
● Dental Professional
Liability
● Professional Liability
● Underwriting Procedures
● Customer Service
Internal
External
● Oversight
● Underwriting Guidelines
● Insurance
● Project Management
● Special Projects
● Company Policies
● Ensure Accuracy
● Ensure Compliance
● Risk Management
● Data Analytics
● Research
● Liability
● Project Management
EXPERIENCE
Fortress Insurance Company, Schaumburg, IL Und e rwriting Specialist Jan 2015 - Present
● Performed underwriting department policy services including reviewing applications, endorsements, letters, financial statements, and policy language for interpretation.
● Managed complex account portfolios with heavy document negotiations.
This Includes 11 Individual Risk Filling Accounts that require annual reviews, negotiations and fillings with the State Department of Insurance.
● Researched, Compiled, and Presented the matrices to the Department, Senior Management Team, and Board.
● Provided excellent customer service to 25 agents and 14,679 policy holders with basic to moderately complex policy and procedure questions.
● Influenced change by identifying potential challenges within the underwriting process and/or department and making recommendations to improve.
● Partnered with colleagues to revise customer service procedures for greater e ectiveness and increased customer satisfaction levels.
● Mentored 4 Underwriters and supervised 3 Technical Team members. Ramer Race Promotions, Mendota, IL Risk Manager
Jan 2012 - Present
● Developed, implemented, and facilitated security and safety programs.
Manage those programs in accordance with company standard operating policies and procedures.
● Supervised Track O ciating Team.
Fortress Insurance Company, Rosemont, IL Senior Underwriter Jan 2006 - Jan 2015
● Evaluated and classified risks after developing complete underwriting information on new applications.
● Responded to Department of Insurance complaints, facilitated underwriting training to Customer Service supervisors, special projects assigned and customer service.
● Provide exemplary customer service to both internal sta and external customers by explaining decisions and o ering alternative options when needed. EDUCATION
Illinois State University, Normal, IL— Education Bachelor's Business Administration and Insurance
CERTIFICATIONS
Associate in Insurance Services - Aug 2010
LICENSES
● Illinois Resident Insurance Agent - Property and casualty Lines - Mar 2005
● Alaska Non-Resident Insurance Agent - Mar 2010
● Connecticut Non-Resident Insurance Agent - Mar 2011
● Florida Non-Resident Insurance Agent - Sep 2011
● Georgia Non-Resident Insurance Agent - Nov 2019
● Hawaii Non-Resident Insurance Agent - Feb 2010
● Missouri Non-Resident Insurance Agent - Oct 2019
● Montana Non-Resident Insurance Agent - Feb 2010
● New York Non-Resident Insurance Agent - Jul 2011
● Oklahoma Non-Resident Insurance Agent - Oct 2015
● Oregon Non-Resident Insurance Agent - Mar 2010
● Pennsylvania Non-Resident Insurance Agent - Mar 2010
● South Dakota Non-Resident Insurance Agent - Feb 2010
● Utah Non-Resident Insurance Agent - Oct - 2019
● Vermont Non-Resident Insurance Agent - Mar - 2010
● Wisconsin Non-Resident Insurance Agent - Jun 2012
Contact this candidate