CONTACT
adzdy5@r.postjobfree.com
**** ******* ** ** ****, Tx 79924
CORE COMPETENCIES
Teamwork & Collaboration
Sensible Judgement
Decision-Making
Customer Service
General Administrative
Negotiation
Organizational & Planning
Underwriting Strategy Development
Risk Management
Human Resources
Valuation
Policy Investigations
Documentation
Relationship Management
Regulatory Compliance
REFERENCES
Stuart Kneedler
Dax Dibenedetto
Frank Fite
Melanie Cooper
Deborah leopard
PROFILE SUMMARY
A dedicated, loyal, and goal-oriented Licensed Property & Casualty Agent, bringing forth 18+ years of experience, encompassing highly visible management positions. Recognized for successful implementation of measures to cut costs, streamline operations and increase productivity. Analytically inclined to evaluate various types of client information & accurately analyze the risk profile of potential clients. Proven ability to calculate costs and establish pricing for premiums while developing solutions that reduce the risk of future insurance claims. Instrumental at analyzing actuarial tables to interpret complex data and make informed decisions that positively impact the insurance company's bottom line.
PROFESSIONAL ATTRIBUTES
Displays proven numeracy and statistical skills to accurately interpret data and make informed decisions.
Exhibit exceptional interpersonal and communication skills, both written and verbal, to effectively interact with clients and colleagues.
Show the ability to quickly comprehend technical information related to insurance products and procedures.
Hold strong problem-solving skills and a logical approach to work, enabling the assessment of risks associated with insuring individuals or companies.
Demonstrate sound judgment to evaluate potential risks and make informed decisions about insurance policies.
Ability to work effectively under pressure and meet tight deadlines.
Possess strong time management skills and the ability to prioritize and manage multiple projects concurrently.
WORK EXPERIENCE
Operations Manager
Lone Star MGA – Richardson, TX Jul 2009 – Feb 2023
Call Center Manager
Lone Star MGA – Dallas, TX Dec 2006 – Jul 2009
Executed staffing functions in collaboration with the HR team including interviewing, hiring, and training Underwriter & Customer service representatives
Ensured new and existing staff were aware of newly introduced directives & SOPs
Planned and delegated weekly work schedules to a team of 5+ Underwriters/CSR
Appraised staff workload for proper company procedures and make promotion, termination, and disciplinary decisions based on the performance
Efficiently managed daily company correspondence and endorsements, ensuring prompt routing to underwriters for completion
Oversaw premium account payments received by mail, accurately allocating funds to appropriate company accounts
Monitored incoming and outgoing phone calls to ensure superior customer care and maintain positive customer relationships
Effectively managed customer complaints that exceeded the authority of underwriters, resolving issues with tact and diplomacy
District Manager
Lone Star MGA – Dallas, TX Dec 2004 – Dec 2006
Successfully oversaw operations of 12 retail locations for non-standard auto insurance in Dallas, Texas, leading a team of up to 18 agents.
Conducted interviews and made hiring decisions to bring on talented professionals.
Developed and implemented training programs to equip new and existing employees with the latest standard operating procedures.
Managed employee schedules and assignments to ensure optimal coverage and workload distribution.
Monitored employee performance to ensure sales and service goals were met, offering mentorship and support where necessary.
Maintained a clean and welcoming office environment to enhance customer satisfaction.
Oversaw company bank accounts and filled in for agents during their absence.
Verified the accuracy and completeness of insurance forms and ensured the timely processing of payments.
Audited payment processing to ensure correct allocation to company accounts.
Took necessary disciplinary actions, including terminations, as needed.
EDUCATION
Certified Welder
Western Technical College – El paso, Tx
1992
Graduated - General Diploma
Irving High School – Irving, TX
1989
TRAINING, CERTIFICATION & LICENSE
Licensed Property & Casualty Agent 1252286
Currently Enrolled to complete an All Lines Claims Adjuster course