Customer Service Commercial Lines
Resume:
P S
PATTI ST CLAIR
Professional summary
Efficiency-Driven Professional Who Positively Impacts
Profitability & Delivers Comprehensive Customer Service to Personal & Commercial Lines Customers
Work history
STATE FARM INSURANCE - Insurance Agent
Concord, NC
05/2024 - Current
ASSURANCE IQ - Independent Sales Agent
REMOTE, NC
01/2024 - 05/2024
MARSH MCLENNAN INSURANCE / CONTRACT -
Account Manager, Commercial Lines
Remote, NC
04/2023 - 12/2023
New business sales producer for personal and commercial lines in P&C, Life and Health.
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Book of business over 40 years with a $1,000,000 writing limit.
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Business retention, renewals, billing, claims, forms, service, field underwriting, transfers, mail, bank deposits and public interface in an office setting.
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Developed specific schedule of prospecting and account management tasks to perform daily, weekly and monthly to meet or exceed sales goals with little company supervision.
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Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
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● Negotiated prices, terms of sales and service agreements. ***************@*****.***
Concord, NC 28025
Bold Profile
Websites, Portfolios, Profiles
● LinkedIn Profile
Skills
Licensed Agent in Property &
Casualty
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● Licensed Agent in Personal Lines
● Licensed Agent in Life
● Licensed Agent in Health
Certified Mediator in Conflict
Resolution
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● Underwriting
● Account management
● Operations management
● Customer service
● New client acquisition
● Client retention
● Territory expansion
● Negotiation
AMERICAN COLLECTORS INSURANCE / CONTRACT -
Underwriter, Personal Lines
Remote, NC
01/2023 - 04/2023
USAA VIA TTECH - Insurance Agent
Remote, NC
11/2021 - 01/2023
Partnered with account executives, retaining and
generating new business by leveraging strategic
information and managing contract reviews and midterm changes.
●
Delivered advice and assistance requiring technical and industry knowledge as well as client services to meet client needs and resolve any rising issues.
●
Oversaw preparation for renewal and new business
presentations.
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Analyzed utilization reports, carrier reports, and claims data/trends.
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Restructured and efficiently completed daily 1 call/1 email resolution for all DSP needs and met the required SLA goals as determined by Amazon DSP Program.
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Attained high client retention rates with DSPs for all lines of business by balancing customer care/carrier restrictions.
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Triaged SLA requirements daily while completing assigned special projects/tasks, fostering continued business growth and development.
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Compiled insurance, wrote endorsements, and renewed policies for classic and antique vehicle during mid-policy term.
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Rendered quick and informed decisions on
writing/binding/endorsing/renewing policies while
balancing customers' needs with the companies' strict carrier requirements for successful new business and repeat renewals.
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Established 1-call resolution, ensuring prompt and knowledgeable outcomes by multi-tasking and researching requirements while conversing with customers.
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Mobilized member care for billing and insurance needs for fast-growing technology and services company.
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● Marketing strategies
● Risk mitigation
● Client relations
● Negotiation abilities
● Client needs analysis
● Insurance sales strategy
● Marketing management
● Business planning
Education
Salem College
Winston-Salem, NC
Bachelor of Arts: English Literature
CHILD SUPPORT ENFORCEMENT - MECKLENBURG
COUNTY - Case Manager
Charlotte, NC
06/2012 - 11/2021
Harmonized cross-selling for various product lines across auto, home, rental, and Voluntary Protection Programs
(VPP).
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Networked with firms/agencies throughout the U.S. and with customers to grow customer loyalty.
●
Developed sales tools, prioritizing activity based on opportunity.
●
Spearheaded marketing strategy and producer training while planning/designing case management and offering a suite of insurance products and comprehensive training that invigorated selling efforts.
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● Generated a 95% average on member call evaluations. Invited to join an evaluation/planning panel to reconstruct the recruiting and training departments to enable
successful growth at the end of training.
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Chosen as 1 of 50 new hires in the training class to take the NC P&C licensing certification, passing the 1st try.
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Earned exceptional member retention rates for USAA products.
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Triaged 800 to 1000 child support cases from inception to emancipation, modifying cases and enforcing cases via court.
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Located non-custodial parents, establishing and enforcing orders.
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Re-directed clerks of court orders as well as other county referral orders.
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Attended court processes for maintaining orders and re- opening/closing cases as appropriate.
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Achieved highest award for child support collection monthly and annually.
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● Leveraged certifications to enable de-escalation of cases. Acknowledged as award-winning generalist case manager for 3 consecutive years for collecting $1M+ in child support denominations and as intergovernmental case manager for collecting thousands in child support tax intercept.
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Noted as consistent mediator/de-escalator when
establishing, modifying, and closing child support cases.
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WH MEANOR & ASSOCIATES - Executive Recruiter &
Researcher
Charlotte, NC
09/2006 - 01/2009
Elected as trainer for newly hired intergovernmental case managers.
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Prospected, networked, and built working relationships with team to research and source the best/most qualified engineering talent available with the help of unique top-of- the-line technology systems.
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Directed office operations and served as the primary point of contact for clientele.
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Oversaw networking, generating business growth as the link between candidates and the company, navigating current job openings, vetting and choosing well-suited candidates to push forward, and monitoring the
marketplace for new talent.
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Designed all company publications and organized
certifications, training, projects, and conferences.
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Recognized as the top recruiter, logging the highest number of researched leads.
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Facilitated CEO with all internal and external business development ventures.
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Career Trajectory
State Farm Insurance, Concord, NC, Sales Agent, 05/01/24, Current, New business sales producer for personal and commercial lines in P&C, Life and Health. Book of business over 40 years with a $1,000,000 writing limit. Business retention, renewals, billing, claims, forms, service, field underwriting, transfers, mail, bank deposits and public interface in an office setting.
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Assurance IQ, Remote, NC, Independent Sales Agent, 01/01/24, 05/01/24
●
Marsh McLennan Insurance, Remote, NC, Account
Manager, Commercial Lines, 04/01/23, 12/01/23, Partnered with account executives, retaining and generating new business by leveraging strategic information and managing
●
contract reviews and midterm changes. Delivered advice and assistance requiring technical and industry knowledge as well as client services to meet client needs and resolve any rising issues. Oversaw preparation for renewal and new business presentations. Analyzed utilization reports, carrier reports, and claims data/trends.
American Collectors' Insurance, Remote, NC, Underwriter, Personal Lines, 01/01/23, 04/01/23, Compiled insurance, wrote endorsements, and renewed policies for classic and antique vehicle during mid-policy term. Rendered quick and informed decisions on
writing/binding/endorsing/renewing policies while
balancing customers' needs with the companies' strict carrier requirements for successful new business and repeat renewals.
●
TTEC Holdings Inc / USAA, Remote, NC, Account
Manager / Field Underwriter, 11/01/21, 01/01/23, Mobilized member care for billing and insurance needs for fast- growing technology and services company. Harmonized cross-selling for various product lines across auto, home, rental, and Voluntary Protection Programs (VPP).
Networked with firms/agencies throughout the U.S. and with customers to grow customer loyalty. Developed sales tools, prioritizing activity based on opportunity. Spearheaded marketing strategy and producer training while planning/designing case management and offering a suite of insurance products and comprehensive training that invigorated selling efforts.
●
Child Support Enforcement - Mecklenburg County,
Charlotte, NC, Case Manager, 06/01/12, 11/01/21, Triaged 800 to 1000 child support cases from inception to
emancipation, modifying cases and enforcing cases via court. Located non-custodial parents, establishing and enforcing orders. Re-directed clerks of court orders as well as other county referral orders. Attended court processes for maintaining orders and re-opening/closing cases as appropriate.
●
Child Support Enforcement - Mecklenburg County,
Charlotte, NC, Administrative Assistant, 06/01/11, 06/01/12, Coordinated front desk support, led telephonic court hearings, and enabled internal/external communication. Utilized ACTS software, managing appointments,
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notations, court dates, support orders, tax intercept petitions, court orders, and pay histories for agents. WH Meanor & Associates, Charlotte, NC, Executive
Recruiter & Researcher, 09/01/06, 01/01/09, Prospected, networked, and built working relationships with team to research and source the best/most qualified engineering talent available with the help of unique top-of-the-line technology systems. Directed office operations and served as the primary point of contact for clientele. Oversaw networking, generating business growth as the link between candidates and the company, navigating current job openings, vetting and choosing well-suited candidates to push forward, and monitoring the marketplace for new talent.
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Earlier Career
Piedmont Behavioral Health Care, Concord, NC, Public Relations Administrative Assistant
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Duke Energy Corporation, Charlotte, NC, Customer Service Representative
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Truliant Federal Credit Union Auto Buying Service, Winston-Salem, NC, Sales Consultant
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Orthopedic Specialists of North Carolina, Winston-Salem, NC, Assistant Office Manager
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Forsyth Cardiology, Winston-Salem, NC, Medical
Reception
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Induction
Marquis Who's Who in America, 10/01/23
Contact this candidate