Angela French
Surprise,AZ
Summary
Currently Licensed in 50 States Wholesale Solution Specialist-10 years' Property & Casualty, Life and, Health experience looking to acquire a challenging position where I can continue to build upon my current skill and knowledge while contributing to the success of the company. Authorized to work in the US for any employer
Overview
10
10
years of professional experience
1
1
Certification
Work History
B & A Wholesale Solution Specialist
American Family Insurance
07.2023 - Current
- Managing a portfolio of commercial clients building strong repor, providing solutions that best meet their needs
- Processing New Business submissions, quote to issue
- Working closely with Agents to ensure their applications are being processed in a timely manor
- Working closely with underwriters to ensure business submissions are accurate, to minimize handle time to issuance of policies
- Handle incoming service requests from Agents, promptly addressing their inquiries or concerns
- Scrubbing applications pre underwriting prior to submitting to brokers to ensure all information submitted is accurate
- Offered detailed information about products and binding coverage.
- Cultivated strong relationships with carrier partners to ensure optimal support for clients'' ongoing needs.
- Demonstrated exceptional problem-solving skills while handling challenging negotiation situations with carriers or clients.
- Optimized renewal processes for enhanced customer experience by proactively reviewing policies prior to expiration dates.
- Maintained a high level of professionalism and ethics, adhering to all applicable regulations and industry standards.
- Strengthened client relationships with timely follow-up and excellent customer service, leading to increased retention rates.
- Reduced errors in policy documentation by meticulously reviewing contracts before submission to underwriting teams.
- Managed a diverse book of commercial accounts across various industries, adapting strategies based on unique client requirements and market conditions.
Subject Matter Expert/Trainer
IQ
Seattle, WA
01.2022 - 04.2023
- Managing an average of 25 sales agents
- Training new sales agents and continuing training for existing agents
- Working closely with compliance to ensure all agents are compliant
- Training to sales process
- Coaching Agents for improvement
- Versatile in 17 plus property and casualty carrier platforms
- Agent utilization monitoring with Workforce Management
Office Manager
Roselle Insurance Agency
Clive, IA
11.2020 - 12.2021
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Managed a diverse book of commercial accounts across various industries, adapting strategies based on unique client requirements and market conditions.
- Explained detailed policy concepts in easy-to-understand terms.
- Conducted thorough risk assessments to identify potential exposures and recommend appropriate insurance coverage options.
- Increased client satisfaction by providing personalized commercial insurance solutions tailored to their specific needs.
- Expanded agency''s clientele base through successful referral programs and strategic partnerships with local businesses.
- Leveraged advanced analytical skills to evaluate and compare policy options, ensuring clients received the best possible value for their insurance investments.
Insurance Account Representative
State Farm James Lunders
West Des Moines, IA
06.2017 - 05.2020
- Avid Sales in property/casualty, life, health and bank products, commercial lines
- Provide timely customer-focused reviews and account service
- Meticulously process accounts receivable/ payable
- Perform administrative duties
- Prepare necessary paperwork to process insurance sales and renewals
Branch Office Manager
Bankers Life and Casualty
Lenexa, KS
10.2016 - 04.2017
- Processing Submission of business for issuance
- Recruit and interviewing process
- Preparation of production reports with Excel
- Preparation of necessary paper work for death claims to be paid out in a timely manner
- Review of new polices for accuracy
- Works closely with home office for conflict resolution
Insurance Agent
Bankers Life and Casualty
Topeka, KS
09.2015 - 10.2016
- Licensed with the State of Kansas to sell Life, Annuity, Long Term Care and Medicare
- Devoted to Customer service, claims, payments and withdrawals
- Entrepreneurial Bankers Life Agent
- Dedicated and tenacious sales expert
- Develop and implement sales plan and manage all phases of the sales cycle from prospecting to close and follow-up support
Education
Diploma - undefined
Lineville High School
Lineville, IA06.1997
Skills
- High-Volume Environments
- Agent Support
- Organizational Systems
- Certifications and Licenses
- Transcription
- Transfer Processes
- Auto Insurance
- Business Intelligence
- Typing
- Business Analysis
- Personnel Records
- Professional Relationships
- Property & Casualty License
- Health Insurance
- Pharmacy Technician Experience
- Office Management
- Data Collection
- Operational Standards
- Team Meetings
- Cold Calling
- Life Insurance
- Selling Skills
- Accounts Payable
- Presenting Cases
- Accounts Receivable
- Insurance Sales
Certification
- Property & Casualty License
- Pharmacy Technician Certification
- PTCB Certification
Timeline
B & A Wholesale Solution Specialist
American Family Insurance
07.2023 - Current
Subject Matter Expert/Trainer
IQ
01.2022 - 04.2023
Office Manager
Roselle Insurance Agency
11.2020 - 12.2021
Insurance Account Representative
State Farm James Lunders
06.2017 - 05.2020
Branch Office Manager
Bankers Life and Casualty
10.2016 - 04.2017
Insurance Agent
Bankers Life and Casualty
09.2015 - 10.2016
Diploma - undefined
Lineville High School