Service Agent Advocate
Resume:
Lynn Gelber
Portland, OR 97225
****.******@*****.***
ABI Insurance Beaverton, OR January 2020-current
Personal Lines Account Manager
Analyze, clarify and resolve policy and account related questions/transactions from insureds by phone and email.
Make all endorsement changes to all personal lines policies as required
Quote new and old business on Personal Lines Book of business
Upsell current clients and sell new clients policies as needed
Maintain premium trends to make sure we are keeping insured with the right carrier and retaining business
Identify holes in coverage for current clients and offer coverage.
Focus1 Insurance Group Portland, OR July 2017 to December 2019
Personal Lines Account Manager and Office Manager
Analyze, clarify and resolve policy and account related questions/transactions from insureds by phone and email.
Make all endorsement changes to all personal lines policies as required
Quote new and old business on Personal Lines Book of business
Work with Producer to create a Proposal presentation for any Personal Lines business
Collect all walking payments and do daily banking
Order all office supplies as needed
Answer phones
Greet clients
Maintain premium trends to make sure we are keeping insured with the right carrier and retaining business
Identify holes in coverage for current clients and offer coverage.
Anchor Insurance and Surety Inc. Portland, OR February 2014 to June 2017
Personal Lines Account Manager
Analyze, clarify and resolve policy and account related questions/transactions from insureds by phone and email.
Make all endorsement changes to all personal lines policies as required
Quote new and old business on Personal Lines Book of business
Work with Producer to create a Proposal presentation for any Personal Lines business
Assist Commercial Certificate CSR in getting COI's and EOP's out to clients
Maintain premium trends to make sure we are keeping insured with the right carrier and retaining business
Identify holes in coverage for current clients and offer coverage.
BW Insurance Lake Oswego, OR April 2013-December 2014
Customer Service Agent
Analyze, clarify and resolve policy and account related questions/transactions from insureds by phone and email.
Make any endorsement changes to all commercial policies required
Quote new and old business on commercial lines book of business
Manage all Work Comp and Bond book of business
Collect premium and make sure it was in accounting system
Open mail and distribute work to commercial and personal lines team
Create and send out all Certificates as needed by insureds
Assist Producer with quotes and Proposal presentations as well as other commercial lines team members
Assist Personal Lines Manager when needed
Update CCB and Washington L & I websites for all contractors renewal policies
Farmers Insurance Group Hillsboro, OR. April 2008-January 2013
Senior Service Advocate- Personal Lines Insurance
Analyzed, clarified and resolved intermediate policy and account related questions/transactions from internal and external customers. Reviewed problems and communicated with appropriate personnel to obtain information when necessary. Responded to customer inquiries through appropriate mediums and provided excellent customer experiences by ensuring that policy transactions were issued and changes were processed accurately and in a timely manner.
Objectively validated information provided for New Business, Endorsements and Renewal transactions within defined scope of discretion. Developed effective working relationships with assigned agents groups.
Communication required included correspondence, phone calls, instant messaging and e-mail to gather and analyze necessary information critical to the underwriting function.
Processed and input all necessary policy transactions through appropriate company systems.
Computed rates and premiums (including premium refunds) and selected the appropriate resource for managing requested changes or updates.
Acted as point of contact for Accounting, Billing services and outside vendors for billing solutions and processing. Managed multiple payment methods and sought out effective solutions for customers billing needs.
C and L Properties LLC. Portland, OR. June 2006-Present
Property Manager
Attracts tenants by advertising vacancies; obtaining referrals from current tenants; explaining advantages of location and services; showing units
Accomplishes financial objectives by collecting rents; paying bills; forecasting requirements; preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective action.
Maintains property by investigating and resolving tenant complaints; enforcing rules of occupancy; inspecting vacant units and completing repairs; planning renovations; contracting with landscaping and other vendors
Establishing and enforcing precautionary policies and procedures; responding to emergencies
Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations
Technical Applications:
Microsoft Professional Suite of applications, Outlook, Lotus Notes, Quicken, PowerPoint, Oracle Processing- Siebel, comprehensive web based application skills for various insurance, property valuation and claims needs, company specific and web-based databases and data warehouses, AMS 360, Work Smart, Treno, Paper Port . EPIC, TAM, Hawsoft
Education and Training:
Concordia University- B.A. in Education Graduated Magna cum Laude
Initial Teaching License- K-5
Property Management License
P& C License
AICPCU Industry courses
Currently working on CISR designation
INS 21 & INS 22
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