Customer Service Relationship Management

Tahira Sanford-Brundidge

Customer Service & Underwriting Specialist

***********@*****.*** • 862-***-****

LinkedIn • Easton, PA 18045

Accomplished and customer-centric professional with extensive experience in managing client portfolios and driving sales growth. Proven expertise in underwriting new and renewal submissions, assessing risk, and negotiating terms to balance client needs with company objectives. Excels in relationship management, employing effective strategies that include personalized services, rigorous needs analysis, and adept cross-selling to enhance client retention and expand market reach. Skilled in leading successful sales initiatives, delivering compelling presentations, and managing strategic territory optimization. Proficient in problem-solving and communication, ensuring customer satisfaction and surpassing sales targets. Demonstrated expertise in maintaining robust broker relationships and streamlining underwriting processes for operational excellence.

Areas of Expertise

Sales Strategy Development

Sales & Revenue Growth

Territory Management

Client Relationship Management

Client Portfolio Management

Team Building & Leadership

Lead Generation & Market Analysis

Cross-Selling & Up-Selling

Risk Management

Underwriting Process Improvement

Presentation & Proposal Skills

Cross-functional Collaboration

Professional Experience

Liberty Mutual, Roseland, NJ

Field Underwriter/Sales Associate

2019 — Present

Manage and grow client portfolios through effective relationship management strategies, including personalized client services and needs analysis to recommend suitable insurance products. Leverage knowledge of markets, product lines, and sales channels to identify and capitalize on cross-selling opportunities. Coordinate sales events, marketing initiatives, and prospecting activities to drive lead generation and territory expansion. Administer multiple priorities and manage sales proposals, presentations, and closings with a creative and results-driven approach.

Key Achievements:

●Surpassed sales targets by utilizing prospecting and networking strategies, achieving a notable increase in client acquisition and a sales conversion rate above the department average in Q2.

●Elevated customer satisfaction and retention through exceptional communication and problem-solving skills while addressing inquiries.

●Strengthened client loyalty and sales success by building long-term relationships, delivering personalized service, and clearly explaining coverage options.

●Expanded client base and drove departmental sales growth by implementing innovative lead-generation techniques.

●Secured successful closings by delivering compelling sales proposals and presentations that highlighted value of insurance products.

●Boosted brand presence and revenue by managing and optimizing territory through detailed planning and market analysis

CHUBB formerly-ACE PRS Group, Whitehouse Station, NJ

Senior Associate Underwriter

2011 — 2019

Analyzed and evaluated new and renewal submissions in compliance with state regulations and company guidelines for the underwriting of supplemental applications, loss data, and risk assessments. Adhered to authority statements, rate rules, and contractual requirements. Maintained focus on renewal retention, commission, and loss ratio goals. Managed complete process for new line accounts from triage through binding and documentation, emphasizing customer service and leadership abilities.

Key Achievements:

●Surpassed renewal retention and commission ratio goals, showcasing a strong commitment to customer satisfaction and operational efficiency.

●Collaborated with brokers to manage service work on retained renewals, including evaluating underlying policies and addressing subjectivities.

●Fostered strong broker relationships for timely renewals while maintaining compliance with state regulations and company policies.

●Streamlined the underwriting process for new line accounts, coordinating achieve loss ratio goals and improving overall underwriting performance.

Additional Experience

Environmental Underwriter AIG Global Energy, Berkeley Heights, NJ

●Evaluated and selected new and renewal Pollution Liability lines to align with company strategy and maintain risk quality.

●Formulated pricing strategies and haggled terms with brokers to balance client needs and company objectives.

●Initiated and upheld relationships with producers, actively marketing company products to expand the broker network.

●Negotiated coverage terms and conditions effectively, upholding underwriting standards' integrity.

●Initiated broker calls to discuss and promote product offerings, bolstering market presence singularly.

●Optimized underwriting processes to enhance efficiency and response time for broker inquiries.

Senior Underwriter Technician AIG Global Energy, New York, NY

●Enhanced underwriting accuracy and improved underwriting ratio by applying predictive modeling techniques.

●Administered a regional book of business valued at $18.1M, focusing on VIP Renewals for personal lines with premiums exceeding $100K.

●Strengthened broker relationships by supporting underwriters and marketing teams through broker travel, leading impactful marketing and training sessions.

●Improved risk evaluations and underwriting accuracy by implementing predictive modeling techniques.

●Fostered customer service excellence and nurtured broker relationships through collaborative travel and tailored training initiatives.

●Conducted risk assessments, aligning strategic insurance offerings to maintain a competitive market advantage.

Senior Account Analyst AIG Global Energy, Berkeley Heights, NJ

●Fostered smooth communication among agents, underwriters, and clients by executing account modifications.

●Administered average of 100 transactions weekly for the eastern region, maintaining a 95% accuracy rate in all paperwork and procedures.

●Evaluated client data using thorough underwriting reports to support well-informed decision-making.

●Improved customer contentment by providing top-notch service and promptly resolving agent and underwriter queries.

●Created a structured method for endorsing and issuing transactions, boosting operational efficiency in the eastern zone.

Education

Attended for Undergraduate Studies

Raritan Valley Community College

Coursework in Business Administration

Centenary College, Hackettstown, NJ

License & Certifications

NJ Property and Casualty License

NJ Accident and Health License

NJ Life and Annuity License

References are available upon request.

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