Hard working, dependable and reliable Licensed personal lines insurance specialist. A skilled team player with a background in Renters, Homeowners, Wind, Flood, and Life insurance.
Overview
14
14
years of professional experience
Work History
Licensed Customer Service Representative
Millennial Specialty Insurance
10.2022 - Current
Improve customer satisfaction by efficiently addressing and resolving issues in a timely manner.
Establish rapport with diverse clientele through genuine interest in their needs, empathetic understanding of their situation, and candid communication style.
Promote positive company image by consistently delivering exceptional service experiences that fostered long-term customer loyalty.
Collaborate with team members for efficient problem-solving and optimal customer service delivery.
Take incoming calls and place outbound calls as necessary.
Process policy payments and make changes and endorsements to policies.
Process emails, replying to customer service emails as assigned by leadership.
Open, cancel, and update client policy information based on request received.
Conservation Specialist
Globe Life
07.2022 - 10.2022
Maintain direct contact with policy holders by telephone
Service inbound and place outbound calls
Retain current policy holder business by explaining current benefits and offering methods to satisfy their insurance needs
Compose business letters and collect past due premiums
Perform research necessary to effectively answer policy holder questions and concerns.
Quality Control Technician
National General Insurance
10.2016 - 10.2021
Performed quality control audits within established production and accuracy standards for hazard, flood, and wind policies
Conducted audits for transactions and document auditing procedures to ensure accurate capture of team operations
Followed established audit guidelines in order to complete tasks attentively, thoroughly, and accurately
Vetted identified defects with operational leaders via e-mail and QC dispute process
Maintained high level of accuracy to support department performance and protect the integrity and objectivity of the quality process
Assisted Quality Assurance team auditing midterm carrier letters and automated disbursement controls
Senior Insurance Servicing Rep
Client Support, Bank Of America
09.2013 - 10.2016
Processed referred and lender-placed insurance policies in AS400 and CCS within Service Level Agreements
Processed investor audits for BANA and other clients as requested
Performed internal and external quality assurance audits BANA, Offshore, and NMS teams
Trained team members on client support processes and procedures
Processed Lender ATJun 1995 Services emails, including overnight checks, document copies, and cancellation or placement of lender-placed insurance
Tracking Operations Rep
Exception Processing, Bank Of America
12.2009 - 09.2013
Process insurance related documents, reviewing, and comparing extracted data to physical document for accuracy and modify data as needed
Contribute to achievement of SLA's daily by completing over 100 assigned documents and processing tasks quickly and accurately
Assist with updating policy and procedures
Train new team members
Education
High School Diploma -
Mount Tahoma High School
Tacoma, WA
Some College (No Degree) -
Northern Illinois University
Dekalb, IL
Certificate -
Medical Office Assistant
Dallas, TX
Skills
Ten Key by touch
Type 35 wpm
Proficient in Microsoft Office (Word, Excel, Outlook)
SENIOR DIRECTOR, STRATEGIC INITIATIVES AND GOVERNANCE at MILLENNIAL SPECIALITY INSURANCESENIOR DIRECTOR, STRATEGIC INITIATIVES AND GOVERNANCE at MILLENNIAL SPECIALITY INSURANCE
Account Manager at Fitzpatrick & Co Insurance Brokers now Aviso Specialty Insurance BrokersAccount Manager at Fitzpatrick & Co Insurance Brokers now Aviso Specialty Insurance Brokers