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Customer Service Mortgage Underwriter

Location:
Levittown, PA
Posted:
September 07, 2022

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Resume:

DAWN PAULINE SMITH

** ****** ****, *********, ** 19057-2313 ( 215-***-**** (

************@*****.***

SUMMARY OF QUALIFICATIONS:

. More than 12 years experience as a Commercial Property &

Casualty Insurance Sales Manager, customer service

professional, policy maintenance, quality assurance and as

a agency production manager

. More than 15 years experience as an administrative

assistant with bookkeeping, payroll management and

accounting experience

. Proficient in Microsoft Word and Microsoft Excel. Knowledge

in PowerPoint, Access, ACT and Quick Books

PROFESSIONAL EXPERIENCE:

Afirm Services (formerly US Reports)

Insurance Premium Auditor 2015 - Present

. Customer Resolution Specialist

. Customer Service Professional

. Senior Level Insurance Auditor (Phone, Virtual and Field)

G.H. Vaughan Managers Inc. Fairless Hills, PA

Insurance Office Administrator/Policy Manager 2003-

2015

(Employment with 2 Separate Owners)

. Sales and Customer Service Professional - Tripled

Sales/Commissions for the Commercial Insurance Lines

Department. Increased the company's customer retention by

more than 30%

. Accounting (payable and receivable) & Bookkeeping for

almost 7 years

. Executive Administrative Assistant including creating &

implementing template forms for all employees, creating

necessary training materials, creating insurance sales

proposals, creating excel worksheets and creating customer

databases

. Licensed Insurance Professional. Currently hold licenses in

PA, NJ, DE, NY, CT, MD, VA and AZ

. Office Manager - worked as the office manager for 11 years.

Responsible for running the Insurance Agency when the owner

was absent

. Payroll - handled payroll for the company for almost 6

years

. Policy Manager - in charge of developing and maintaining

the policy department

ADDITIONAL WORK EXPERIENCE:

CRM Mortgage, Bristol, PA

Mortgage Underwriter

. Responsible for reviewing all mortgage agreements for

errors

. Creating mortgage addendums and adding necessary additional

forms

Auto Club Cellular, Newtown, PA

Sales/Service/Retention Supervisor

. Managed over 50 Employees in sales, customer service,

processing and distribution departments

. Training Supervisor for the Sales and Customer Service

Departments

. In charge of retention of customers and quality assurance

. Created multiple training manuals, human resource manuals,

sales intake forms, customer service intake forms and

various other necessary forms & documents

Prudential Insurance Company, Horsham, PA

Insurance Policy Underwriter

. Responsible for reviewing all life and disability insurance

policies for errors

. Creating addendums and adding necessary additional forms

EDUCATION:

Bucks County Community College, Newtown, PA

. 2 Years College in Business and GPA of 3.71

Harry S. Truman High School, Levittown, PA

. Graduated with Honors and GPA of 3.89



Contact this candidate