ANGELA SUROCK
Clarksburg,WV
Summary
Focused and dedicated insurance professional motivated to provide superior customer service. Driven to develop and build long-term relationships with policy holders. Exhibit professionalism and patience in conflict resolution and mediation.
Overview
21
21
years of professional experience
Work History
Personal Lines Account Manager
Lindquist Insurance
Frederick, MD
02.2022 - 01.2025
- Processed applications, payments, corrections, endorsements, and cancellations
- Reported policy changes and company conditions affecting customer satisfaction
- Reviewed policies for accuracy and ensured that coverage met the individual needs of each client.
- Provided customer service to clients, including answering questions and resolving issues.
- Evaluated claims data to identify trends or areas where additional risk management strategies were needed.
- Developed appropriate quotes based on risk information.
- Assisted in the development of new business opportunities by preparing proposals, presentations, and quotes.
- Tracked renewal dates for all personal lines accounts and provided timely reminders to customers prior to expiration date.
- Sought out new clients and developed clientele by networking to find new customers.
Marketing Coordinator, Account Manager and Associate Broker
Patra Corporation
El Dorodo, USA
10.2017 - 02.2022
- Marketing for 7 Account Managers
- Work with multiple carriers and communicate with multiple Underwriters
- Compiled coverages, rating information in an accessible format, and propose quotes
- Followed up with potential clients regarding online information requests
- Presented and clearly explained insurance policy options to clients based on their needs and goals
- Researched coverage and premium options and supplied clients with the best coverage available
- Promoted client retention through high-quality service and follow through
- Evaluated the accuracy and quality of data entered into the agency management system
- Conducted annual reviews of existing policies to update information
- Processed applications, payments, corrections, endorsements, and cancellations
Agent/CSR
United Security Agency/Bond Insurance
Fairmont, USA
05.2016 - 10.2017
- Processed applications, payments, corrections, endorsements, and cancellations
- Promoted agency products such as Erie Products, Progressive, etc
- Compiled coverage and rating information in an accessible format
- Followed up with potential clients regarding online information requests
- Presented and clearly explained insurance policy options to clients based on their needs and goals
- Researched coverage and premium options and supplied clients with the best coverage available
- Promoted client retention through high-quality service and follow through
- Calculated quotes and educated potential clients on insurance options
- Evaluated the accuracy and quality of data entered into the agency management system
- Followed up with customers on unresolved issues
- Reported policy changes and company conditions affecting customer satisfaction
- Conducted annual reviews of existing policies to update information
Agent/CSR
Mathes Insurance Advisors
Annapolis, USA
12.2008 - 05.2016
- Processed applications, payments, corrections, endorsements, and cancellations
- Promoted agency products such as Erie Insurance Products to customers in person, on the telephone and in writing
- Compiled coverage and rating information in an accessible format
- Followed up with potential clients regarding online information requests
- Presented and clearly explained insurance policy options to clients based on their needs and goals
- Researched coverage and premium options and supplied clients with the best coverage available
- Promoted client retention through high-quality service and follow through
CSR
Lighthouse Insurance
Gambrills, USA
05.2004 - 12.2008
- Promoted agency products such as Erie Insurance Products to customers in person, on the telephone and in writing
- Processed payments, corrections, endorsements, and cancellations
- Followed up with potential clients regarding online information requests
- Called lapsed customers each week to inquire about continuing needs
Education
High School -
Liberty High School
Clarksburg, WV02.2025
Skills
- Results-oriented
- MS Office Suite
- Personable
- Active Property and Casualty Insurance License
- Multiple Agency Management Systems
- Computer-savvy
- Project Management
- Teamwork
- File and Record Keeping
Accomplishments
- Exemplary customer service and team-player attitude.
- Developed strong relationships with policyholders and co-workers.
- Account Manager, Associate Broker and Marketing Coordinator.
Timeline
Personal Lines Account Manager
Lindquist Insurance
02.2022 - 01.2025
Marketing Coordinator, Account Manager and Associate Broker
Patra Corporation
10.2017 - 02.2022
Agent/CSR
United Security Agency/Bond Insurance
05.2016 - 10.2017
Agent/CSR
Mathes Insurance Advisors
12.2008 - 05.2016
CSR
Lighthouse Insurance
05.2004 - 12.2008
High School -
Liberty High School
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