Insurance Sales Customer Service

K S

Krista Serdar

Professional Summary

Dynamic Licensed Insurance Sales Professional with USAA, adept at conducting comprehensive policy reviews and exceeding compliance standards. Proven expertise in contract analysis and customer service, fostering trust and loyalty among members. Skilled in team training and development, with a strong focus on risk assessment and tailored insurance solutions.

Work History

USAA - Licensed Insurance Sales Professional

Phoenix, AZ

10/2011 - Current

-Conducts thorough policy reviews with existing members in order to identify gaps in coverage;

-Offers additional protection options (when appropriate);

-Employs frontline underwriting skills to determine if exposure meets risk appetite;

-Educate members on the importance of adequate insurance coverage while cultivating a genuine trust and loyalty among the membership;

-Developed expert knowledge of all contracts (auto, property, and umbrella) to provide appropriate recommendations;

-Consistently exceeds both technical and compliance standards of USAA;

-Mentors new associates through various channels to include: phone support, virtual support, walking support, and to co-facilitate several training activities;

-Specialized in multiple areas to include: New Member Solutions, Separation/Divorce, Deployment, and International sales and service. USAA - Property Claims Adjuster

Phoenix, AZ

09/2010 - 10/2011

-Assigned property claims of low to moderate levels of complexity;

-Working knowledge/application of all property contracts;

-Regular contact with third parties (e.g. contractors, water mitigation) to seek timely resolution of claim;

-Maintained clear and accurate documentation throughout all stages of the claim;

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

847-***-****

Phoenix, AZ 85086

Skills

● Organization

● Industry regulations

● Customer service

● Licensed insurance agent

● Product knowledge

● Team training and development

● Customer needs assessment

● Contract review and analysis

● Exposure determination

Education

05/1999

Concordia University

Chicago, IL

Bachelor of Arts: Sociology

Honored member of Alpha Kappa

Delta honors fraternity

●

● Awarded cum laude designation

● Dean's List - multiple semesters

-Utilized multiple platforms to investigate, assess, and conclude claim (e.g. Xactimate, Xactinalysis);

-Flexed schedule to support the business need during an active CAT season

Contact this candidate