Detail-oriented team player with strong communication skills in insurance industry account management. Ability to handle multiple projects simultaneously with a high degree of accuracy. Maximizes overall competency with an eager desire to learn and grow
Overview
6
6
years of professional experience
1
1
Certification
Work History
Client Service Representative
Marsh McLennan Agency - Bouchard
03.2024 - Current
Processed policy endorsements across all lines of business (most frequently auto)
Created Premium & Loss summaries as well as Premium Annualization via Excel
Responded to client inquiries and requests within a 24-hour turnaround
Prepared coverage summaries for client understanding and feedback
Account Representative
Sandstone Insurance Partners
07.2023 - 01.2024
Assisted current insureds with policy changes and renewals, ensuring they were appropriately covered for their risk
Responded to customer concerns and questions over the phone and email within a business day turnaround time
Created and supplied insurance certificates needed by clients in a 24-hour turnaround time
Handled confidential information and documents with discretion and maintained their proper organization
Agency Services Specialist
Heritage Property & Casualty Insurance
06.2022 - 07.2023
Maintained agent satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Responded to an average of 150 agent requests for products, services, and company information per month.
Responded to agent requests, offering excellent support and tailored recommendations to address needs.
Maintained up-to-date knowledge of product and service changes such as zip code closures and binding moratoriums.
Educated agents about billing, commission processing and support policies and procedures.
Developed highly empathetic agent-carrier relationships and earned reputation for exceeding service standard goals.
Licensed Customer Service Representative
Florida Coastal Insurance Agency
07.2020 - 05.2022
Assisted insureds with policy renewals, endorsements, and bindings, overseeing one-million dollar book of renewal business
Reviewed policies to make sure coverages were appropriately rated
Consulted with various brokers and carriers to ensure clients received best coverages available to them
Obtained 4-40 License through Central Insurance School
Registrations Administrator
K&R Management LLC
06.2018 - 07.2020
Obtained knowledge of various government websites, acronyms, and terminology
Registered clients on relevant state and federal websites to grant them a wider scope of business
Consulted with various state and federal help desks to overcome technical issues
Trained new colleagues and gave tutorials in work process
Education
Associate of Arts -
Pasco-Hernando State College
New Port Richey, FL
05.2021
Skills
Microsoft Office products: Outlook, Excel, Word
JIRA, AMS, Sagitta, and QQ Catalyst systems
Commission Statement reconciliation
Ability to work independently and as part of a team
Office/Admin support
Multi-line phone system operation
Certification
4-40 Licensed Customer Service Representative
Timeline
Client Service Representative
Marsh McLennan Agency - Bouchard
03.2024 - Current
Account Representative
Sandstone Insurance Partners
07.2023 - 01.2024
Agency Services Specialist
Heritage Property & Casualty Insurance
06.2022 - 07.2023
Licensed Customer Service Representative
Florida Coastal Insurance Agency
07.2020 - 05.2022
Registrations Administrator
K&R Management LLC
06.2018 - 07.2020
Associate of Arts -
Pasco-Hernando State College
4-40 Licensed Customer Service Representative
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