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Licensed Insurance Agent

Location:
Lakeland, FL
Posted:
March 27, 2023

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Resume:

Peggy Bonner

Lakeland, FL

863-***-****

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

Experienced Insurance Support Manager

Experienced manger with quality control, onboarding, training, and sales

Ability Summary

Computer-literate

Research and Prepare Data Reports

Microsoft Suite experience

WebEx

Eloquence

Knowledge of Citrix, Atlas, and SAGITTA

Strong attention to detail

Excellent communication skills

Multi-tasker

Employment History

03/2022 – Current Claims Adjuster

GEICO, Lakeland, FL

Claims CSR

Take in bound First Notice of Loss

Confirm and explain coverages

Investigate coverage concerns

Schedule Estimates, repairs, and rental cars

Outbound calls to manage Subrogation

04/1997 - 01/2021 Field Insurance Manager

AAA Auto Club Group, Tampa, FL

Field Insurance Manager

Hired, trained, and coached property and casualty, life insurance agents, and AAA outside membership sales team

Created marketing plans and budgets for inside and outside sales teams and staffed events

Achieved sales and staffing goals

Ordered supplies and marketing materials for offsite events.

Updated staff on new underwriting and systems as well as products

Led monthly department meetings and contributed to district and state meetings using PowerPoint presentations

Taught latest sales techniques and helped develop staff in Florida and Michigan

Taught Senior Defensive Driving Classes to Public

District Insurance Manager

Hired and staffed multiple offices

Opened new offices

Trained inexperienced staff

Provided marketing campaigns for new offices

Established sales quotas and budgets

Insurance Sales Agent

Sold property and casualty insurance

Sold AAA memberships

Wrote insurance policies for various personal lines policies

Customer Service Agent

Received and processed member payments

Processed insurance changes

Sold memberships

Provided information and negotiated with customer issues

Filed paperwork and quality-controlled insurance applications for agents in the office

Checked all applications for accuracy, errors, omissions

Education and Training

General High School Curriculum

High School Diploma

Canfield High School, Canfield, OH

Licensed 220/215 Insurance Agent

Licensed 623 claims adjuster

Certified Defensive Driving Trainer

Awards and Achievements

Sales Excellence as an Agent 5 years

President’s Elite 4 years

2Xs Manager of the Year



Contact this candidate