Customer Service Insurance Agent

Eloise Walden

**** ******* ** *******, ** ***** 254-***-****

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

Experience Account Executive

**/**** ** **/**** Arthur J Gallagher Risk Management, Tacoma, WA

Serviced current customers including high value clients as well as obtaining new clients. Explain coverages to clients placing them in the correct markets, getting to know their needs for insurance. Quoted, issued and maintained personal lines policies. Provided support and training for team members within my department. Assisting producers with clients and quotes. Agency & Direct bill invoicing.

TAM agency system, companies: Safeco, Chubb, ACE, Chartis,

Fireman’s Fund, Unigard, MetLife & Hartford as well as surplus lines.

Lead Personal Lines Customer Service Representative

12/2001-08/2009 Mackey & Mackey Insurance Agency, Hanford, CA

Serviced customers with quotes, changes to existing coverages and

new policies. Determined acceptability and placement of policies.

Quoted and issued policies through company websites or through

applications through brokers. Trained and supervised other personal lines

representatives, technicians and receptionists. Established personal

lines and receptionist procedures. Was on the team to take the

personal lines department paperless establishing procedures and

implementing them. From 2001-2002 was the receptionist, 2002-2006

accounting assistant direct bill accounting and personal lines

assistant.

Agency system TAM, companies: Travelers, Allied, Foremost, Victoria

& Progressive Insurance as well as surplus lines.

Vault Teller

05/1999-12/2001 The California Stockmen’s Bank, Hanford, CA

Ordered and shipped out cash, responsible for vault balancing and keeping the teller’s cash levels at the appropriate level. Assisting customers with deposits, cashiers checks, money orders, bonds and cashing checks. Shipping vault money to the federal reserve to maintain the cash limit. Loan processing.

Full time benefited retail Sales Associate

08/1995 – 05/1999 Mervyn’s California, Hanford, CA

One of ten full time employees in the store, assistant to the

department lead. Head of the markdown team from 1996-1997.

Helped guests with purchases, filled floors with merchandise, unloaded freight, assisted with floor moves & inventory.

Education West Hills College, Lemoore, CA

Associates degree in Business Administration

Licenses

Certifications & Accomplishments Licensed Property & Casualty Insurance Agent for the states of Texas, Washington, California, Oregon, Montana & Colorado. Licensed Life & Health Insurance Agent for the state of Texas.

Certified Insurance Counselor and Certified Insurance Service Representative with the National Alliance. At Mackey & Mackey Insurance set protocol for higher education within the agency.

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