Julie A. Weeks

**** ***** ** ** #****, Bothell, WA 98021

425-***-**** (H) - 509-***-**** (C)

reo6fn@r.postjobfree.com

Career Focus

Seeking a career/position with a growing organization where I might utilize my skills and talents to make a positive impact on your overall success, which will benefit my employer and their customers. I am a results-driven Insurance professional with self-confidence, integrity and commitment to service excellence. Creative, pragmatic and proactive problem-solver; Organized and attentive to detail, with demonstrated time management skills. Able to multitask and accomplish diverse objectives. Professional demeanor. Energetic team member. Proficient in Microsoft Office 2010-Word, Excel, Outlook, Publisher. Proficient in AMS 360 Agency Management System.

Specialties

Self-starter / Creative / Motivated / Decisive / Resourceful / Persistent / Organized / Results-oriented / Productive / Problem-solver / Teachable / Responsible

Professional Experience

September 1998 to March 2012

INSURANCE ACCOUNT MANAGER / CSR 13 YEARS EXPERIENCE

• Preparing and completing applications in coordination with Sales Executive/Account Executive(s); submitting applications to eligible and appropriate carriers – Liberty Northwest/Safeco, Umialik, Scottsdale; Western Heritage, etc.; following up to ensure timely receipt of quotations and policies.

• Handling Commercial Accounts ( = > 10k premium) - ordered and issued binders, certificates, policies, endorsements and other related items; verifying their accuracy; forwarding them to client, state agency or other interested party ordering the evidence with appropriate correspondence.

• Processing renewals in coordination with Sales Executives/Account Executive(s) according to agency procedures; reviewing accounts to determine if direct or agency billing was appropriate and invoicing billing accordingly.

• Verifying new and renewal policies and policy change information, facilitating corrections when necessary.

• Quote, Field Underwrite, Issue and Endorse Personal Lines insurance products (home, auto, boat, etc.) on behalf of insurance companies - including but not limited to Safeco, Encompass, Kemper Preferred, etc.

• Providing coverage counseling to potential and current customers to determine needs and ensure understanding of the products being offered or sold.

• Customizing and analyzing insurance programs to suit individual customers’ needs, often covering a variety of risks

• Assisting customers in turning in claims: directing them to preferred service providers and connecting them directly with company claims representatives to set up their claim file.

• Document and maintain records of customer calls and conversation through Applied TAM agency and AMS 360 management system software programs.

Work Experience

Totem Agencies Inc. Kirkland, WA Insurance Account Manager 09/2010 – 01/2012

Century Insurance Agency Spokane Valley, WA Insurance Account Manager 12/2003 – 08/2010

West Business Services Spokane, WA Call Center CSR/Insurance Agent 10/2000 – 12/2003

Travelers Prop & Casualty Spokane, WA Call Center CSR/Insurance Agent 09/1998 – 10/2000

West Business Services Spokane, WA Call Center CSR/Insurance Agent 10/1995 – 09/1998