I provide customer service to our commercial clients, including preparing certificates/ evidences of insurance, billing, changes and issuance of new and renewal policies.
Systems we utilize are Epic, Indio, and Microsoft programs.
I work with both standard lines and excess market underwriters on business owners, worker's compensation, umbrella, garage and equipment policies.
We are a large regional agency with many Contractors, garages and manufacturing.
Insurance Agent
David Haik American Family
05.2017 - Current
Customer Service Representative all lines of business with American Family agent.
My responsibilities were cash handling, billing, issuing new policies, reception desk, service on existing policies.
We worked closely with customers and underwriters.
Insurance Agent
American Eagle Insurance Agency
Springfield, MO
08.2016 - 04.2017
Commercial Lines Insurance Agent.
My responsibilities included selling and service small and mid sized policies including workman's compensation.
Member Service Rep
Teletech corp
Springfield, MO
10.2015 - 08.2016
Insurance Customer service agent on the USAA project.
This is an inbound call center servicing USAA auto and renters insurance members.
Service and Sales Representative and Health Specialist
Doug Baker Insurance Agency
Branson, MO
08.2006 - 01.2015
Insurance Agent. Property and Casualty, Life and Health, Banking Products.
At Doug's office I was responsible for prospecting, preparing quotes for new clients.
Each of my team members and I were treated as agents working under Doug.
We had individual and team goals to meet.
Timeline
Account Executive - Commercial Lines
PJC Insurance Agency
02.2021 - Current
Insurance Agent
David Haik American Family
05.2017 - Current
Insurance Agent
American Eagle Insurance Agency
08.2016 - 04.2017
Member Service Rep
Teletech corp
10.2015 - 08.2016
Service and Sales Representative and Health Specialist