Danielle Johnson
**** ****** *** *** ******* TX *8251* 409-***-**** ***********@*****.***
Objective: To secure a challenging position in a reputable organization to expand my learnings, knowledge, and skills. Secure a responsible career opportunity to fully utilize my training skills, while making a significant contribution to the success of the company. My experience is comprised of the multiple subsets of working in a high-pressure, elite clientele environment along with high profile reps/agents an in conjunction with partner/carrier underwriters. I have always excelled at maintaining "high touch" relationships with all parties involved in a transaction and am acutely aware of how integral every component is in the big picture.
Education/Certifications:
Ball High School Galveston, Texas Ninth- Twelfth Health Care Science Aca. Galveston College Galveston, Texas 2002-2004
University of Phoenix Phoenix, Arizona 2010-2012
Work Experience:
01/2023-present American National Ins Co. Field Support Specialist (Remote)
• Receives and analyzes telephone calls and other inquiries received from producers, marketing companies, brokerage firms, financial institutions, broker/dealers, registered representatives, and other interested parties that require assistance and/or have questions about products distributed through Life and Annuity Distribution, on a “pre-sales basis."
• Performs special projects assigned to the department that will best utilize the knowledge and expertise of the position.
• Performs occasional outbound calls concerning products and services for the purpose of securing additional sales for Life and Annuity Distribution.
• Disseminates information to the appropriate department within Life and Annuity Distribution Group or within the company and performs related follow-up calls to maintain a high quality of service.
• Provides feedback to management on competitive product information obtained from current and potential producers.
• Provides prompt, accurate and courteous responses to these inquiries or requests thus instilling a favorable company image.
• Provides software assistance as needed for producer to be able to write business with American National.
• Provides assistance via other communication means, chat, email, and any other means in a prompt accurate and courteous manner.
• Runs specialized illustrations for producers with illustration software.
• Assists producers with general illustration questions. 08/2006-01/2023 American National Ins Co. Advanced Case Manager (Remote 5 years)
• Receives and enters life and policy change applications into admin system reviewing for proper
• Organize and prioritize workload while maintaining frequent communication with agents and internal departments
• Appropriately document work activity and communication within each work item in appropriate workflow systems/policy files
• Handle policy change transactions which also include financial transactions
• Provide problem resolution, status and inquiry support to agents in a professional and positive manner, with a customer focused approach
• Excellent verbal/communication skills
• Make changes to policy records in the appropriate admin system
• Assist with complex policy change transactions and service issues as needed
• Provide training and support to co-worker Assist Underwriters with requirements
• Assist with special projects & testing Assist Supervisors/Management
• LOMA FLMI Level 1- Insurance Fundamentals, Loma 101, Loma 281, Loma 291, Loma 302, Loma 308 LOMA ACS
• LinkedIn Learning Courses