Service Representative Customer

Jane E. Diaz

Mobile Phone: 630-***-**** E-mail: ************@*****.***

WORK EXPERIENCE

Personal Lines Account Manager

Lubin-Bergman Organization, Libsco Financial Northbrook, IL

December 2015-present

Account Manager of Private Client Group and Middle Market accounts. Advise on general policy coverage inquiries. Prepare Sales Comparisons of different carriers highlighting their coverages and premiums for existing and prospective clients. Work with Agency Producers, Underwriters, and Marketing Representatives in effort to target new clients and upsell existing clients. Process quotations gained from extensive knowledge of rating systems for both Private Client Group and Middle Market carriers. Private Client Group carriers include Chubb, PURE, and Nationwide Private Client. Middle Market carriers include Travelers, Safeco, Hanover, and Secura.

ESL Tutor

Core Languages Charleston, SC Headquarters, Work Position-Chicago Area

January 2018-present

ESL Tutor for two (2) Chinese Adult Professionals with Advanced Level English Skills. Conducted private one-one-one tutoring discussing current events, cultural differences, religion, and other topics to help in day to day living and business environment. Worked on grammar and pronunciation. Also aided one adult, the wife, in her job search and her pregnancy with medical terms and what to expect in U.S. Hospitals.

ESL Tutor for fluent English speaking Chinese Kindergartener now 1st Grader. Provide Enrichment Activities in Vocabulary, Reading, Rhyming, Parts of Speech, Writing, Grammar, Reading Comprehension, and Sight Words. Discuss Holidays across the World and those most popular in U.S. Also began Spanish lessons with basic words, phrases, and vocabulary.

Personal Lines Account Manager

Hub International Midwest, Ltd. Chicago, IL

March 2014-May 2015

Account Manager for Private Client and Middle Market accounts. Prepared comparisons of different carriers and their coverages for existing and prospective clients. Worked with Senior Account Managers, Underwriters, and Insurance Carrier Marketing Representatives on strategies to retain and increase customer base. Utilized experience of Florida Market in servicing clients with interests in both Florida and other coastal locations. Gained extensive knowledge of rating characteristics and guidelines for both Private Client Groups and Middle Market carriers. Private Client Group carriers included Chubb, PURE, Ace, and AIG. Middle Market carriers included Travelers, Safeco, Hanover, and Acuity.

Personal Lines Account Manager

Hausman-Kunkel, Inc. Roselle, IL

June 2013 - March 2014

Responsible for proposing and remarketing policies for existing clients. General client servicing including endorsements and remarketing. Maintained working relationships with underwriters and marketing representatives for: Kemper, Safeco, MetLife Property and Casualty, Hanover, AAA Motor Club, Auto-Owners, Mercury, Badger Mutual, West Bend Mutual, and other sub-standard auto carriers.

Personal Lines Insurance Manager

The Fairway Insurance Group, LLC Fort Lauderdale, FL

September 2011 - May 2013

Manager of Personal Lines Department. Responsible for proposals to prospective clients and remarketing of existing clients’ accounts. Responsible for all endorsements of existing policies. Managed updates of underwriting guidelines for all carriers represented. Established and maintained working relationships with underwriters and marketing representatives for: Travelers, Progressive, Infinity, Foremost, GMAC, Tower Hill, Florida Family, American Strategic, Olympus, United Property & Casualty, and Universal Property & Casualty. Kept current on guidelines and changes for Florida’s Citizens Property Insurance.

Personal Lines Insurance, Customer Service Representative Atlass Insurance Group Fort Lauderdale, FL

October 2007 - September 2011

Client Representative for high net worth clients. Had working relationships with underwriters of Private Client groups including Chubb, AIG, ACE, and Firemans Fund. Prepared proposals for prospective clients. Remarketed client accounts when necessary. Processed endorsements, renewals, and underwriting requests. Coordinated underwriting requests to meet needs of clients. Answered all inquiries of clients.

Personal Lines Insurance, Customer Service Representative Fairway Insurance Group, LLC Fort Lauderdale, FL

June 2006 - October 2007

Serviced existing personal lines accounts. Prepared quotations for homeowners, auto, boat, inland marine, wind, & Personal Umbrella insurance. Prospected new clients and cross sold existing accounts, processed endorsements and renewals.

Customer Service Representative

Pavlik Agency, Allstate Insurance Deerfield Beach, FL

September 2005 - June 2006

Serviced all existing accounts in personal lines including Auto, Homeowners, Personal Umbrella, Wind, & Flood insurance. Prepared quotations for prospects. Assisted with claims inquiries and processing after Hurricane Wilma. Provided sales leads for Annuities and Financial Planning Producer. Processed endorsements. Processed daily deposits for office.

Elementary School Teacher-Kindergarten and 1st Grade

Broward County Schools Fort Lauderdale, FL

August 2003 - June 2005

Reading Teacher, Title I Program

Sylvan Learning Systems Miami, FL

September 2002 - June 2003

English Language Teacher

Converse International School of Languages Fort Lauderdale, FL

September 2000 - September 2002

Teacher of English language as a second language to adults and high school students from Europe, South America, and Far East Asia.

SKILLS and LICENSES

Proficiency in both written and spoken Spanish

Insurance Software systems:

Applied, AMS, Epic, and Sagitta

State of Illinois Insurance Producer License -Casualty & Fire

Expired 220 State of Florida Producer License-Personal Lines

EDUCATION

1996- 1998

Master of Arts in Elementary Education

Universidad Interamericana de Puerto Rico Rio Piedras, PR

All courses taught in Spanish.

1983 - 1987

Bachelor of Arts in Communication and Spanish

St. Norbert College De Pere, WI

January - May 1986

Universidad de Salamanca Salamanca, Spain

Semester study of Spanish Language Courses in Grammar, History, and Literature.

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