AISHA SHAFQAT
Albany
Summary
Detail-oriented professional in insurance and customer service, specializing in managing commercial portfolios and enhancing client satisfaction. Proven expertise in handling inquiries, coordinating proposals, and ensuring accuracy in policy management, contributing to operational efficiency and client retention.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Administrative Office Assistant
Skyline Risk Management, Inc.
Albany
01.2016 - Current
- Assisted in completing applications and supplemental questionnaires, collaborating with producers to ensure accuracy and completeness.
- Obtained and organized quotes, preparing proposals to facilitate informed decision-making.
- Reviewed all new and renewal policies, endorsements, and audits to verify accuracy and facilitate corrections.
- Responded to customer inquiries regarding coverage, billing, underwriting, and claims, ensuring timely resolution of requests for binders, FS-20s, and certificates.
- Submitted completed applications to targeted insurance markets
Customer Service Manager
Lyons General Insurance Agency, Inc
01.2012 - 01.2016
- Act as a customer service representative and ensure that customers are retained, satisfied, and that their needs are fulfilled
- Developed and executed streamlined processes to enhance efficiency.
- Maintained accurate record-keeping procedures for the accounting department, ensuring compliance and reliability.
Marketing Assistant & Administrative Assistant
Prudential Insurance Company
01.2005 - 01.2011
- Worked with Prudential agent for three years, managing customer service and file handling both digitally and manually.
- Managed incoming calls while developing full-service products and service offerings to enhance customer engagement.
- Negotiated terms with clients and insurance companies to facilitate policy agreements.
- Coordinated retrieval and distribution of payment and policy endorsement reminders to ensure timely customer communications.
- Analyzed monthly, weekly, and daily sales reports.
Education
Bachelor of Computer Science (BSCS)HONS -
Lahore College for Women, University
Lahore, PakistanSkills
- Office Procedures
- Billing management
- Invoice processing
- Proposal Writing
- Performance monitoring
- Calendar management
- Microsoft Office
- Microsoft outlook
- Team Collaboration
- Task prioritization
- Telephone communication
- Client relationship management
- Customer Service Skills
- Problem solving
- Presentation development
- Typing
Certification
Insurance Producer License (NJ & NY) with the authorities of Property & Casualty
References
- Tina Menaxes, Skyline Risk Management, 917-470-5509
- George Menaxes, Skyline Risk Management, Inc., 917-455-7516
Timeline
Administrative Office Assistant
Skyline Risk Management, Inc.
01.2016 - Current
Customer Service Manager
Lyons General Insurance Agency, Inc
01.2012 - 01.2016
Marketing Assistant & Administrative Assistant
Prudential Insurance Company
01.2005 - 01.2011
Bachelor of Computer Science (BSCS)HONS -
Lahore College for Women, University