Danielle Baggler
Summary
Licensed Auto Insurance Representative and former Financial Services Professional with 6+ years of progressive experience in mortgage, tax reporting, and brokerage operations. Adept at client education, compliance, and improving internal processes across banking, insurance, and investment sectors. Recognized for training peers, reducing inefficiencies, and delivering top-tier customer service in fast-paced environments.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Licensed Auto Insurance Representative
Farmers Insurance Company
01.2024 - Current
- Educated clients on Farmers’ auto insurance policies, coverage limits, deductibles, and applicable discounts.
- Provided policy servicing including endorsements, renewals, billing inquiries, and claim support.
- Acted as liaison between clients and Farmers’ underwriting and claims departments.
- Maintained up-to-date knowledge of compliance requirements and training modules.
- Handled all client communications over the phone in a high-volume call environment.
International Tax Reporting
Charles Schwab & Co
11.2021 - 01.2024
- Managed IRS-related reporting for international clients, including W-8 form reviews and withholding eligibility.
- Operated daily exception queues and resolved discrepancies in tax documents and reporting.
- Collaborated with Product Development to streamline system integration and process design.
- Developed and implemented a new metric (Waste Adjusted Efficiency) to track team productivity.
- Conducted tax training and knowledge refreshers for team and leadership.
- Assisted in setting departmental goals and aligning strategy with compliance mandates.
Stock Broker Services Representative
Charles Schwab & Co
11.2020 - 11.2021
- Supported trading activity by distributing real-time market updates to clients and internal teams.
- Cross-trained in Asset Transfer Services; awarded 3 “Send Words” within weeks of onboarding.
- Handled complex account maintenance issues, including asset transfers, document support, and trade info.
- Participated in the BPACS Mentorship Program to support new talent and peer development.
- Discussed trade sentiment and strategies with clients, assisting with portfolio decisions.
Mortgage Banking Specialist
Huntington National Bank
01.2018 - 11.2020
- Delivered high-quality service for mortgage, home equity, and installment loan customers.
- Trained peers on home equity products and call quality standards across teams.
- Resolved customer issues with payments, escrow, document requests, and account maintenance.
- Advised clients on financial products including mortgages, equity lines, and personal loans.
- Selected to train and certify new hires at Huntington’s Akron site.
- Evaluated credit, income, and property to assess loan feasibility and recommend solutions.
Skills
- Auto insurance expertise
- Customer relationship management
- Claims support
- Data entry
- Time management
- Effective communication
- Problem solving
- Policy analysis
Certification
- Property & Casualty License
Timeline
Licensed Auto Insurance Representative
Farmers Insurance Company
01.2024 - Current
International Tax Reporting
Charles Schwab & Co
11.2021 - 01.2024
Stock Broker Services Representative
Charles Schwab & Co
11.2020 - 11.2021
Mortgage Banking Specialist
Huntington National Bank
01.2018 - 11.2020
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