Charee Wilkinson
St. Petersburg,FL
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
Work History
REAL ESTATE INVESTOR
Self Employed
08.2021 - Current
- Perform analysis on property value using comps, data, site walks, market trends, and research
- Manage weekly appointments & meetings with contractors, vendors, and employees
- Successfully purchase materials for renovations.
- Used critical thinking to break down problems, evaluate solutions, and make decisions.
- Applied effective time management techniques to meet tight deadlines.
- Paid attention to detail while completing assignments.
- Demonstrated leadership skills in managing projects from concept to completion.
- Adaptable and proficient in learning new concepts quickly and efficiently.
COMMERCIAL LINES ACCOUNT MANAGER
Northeast Underwriters
08.2020 - 08.2021
- Provide a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts
- Provide positive, prompt, and accurate service to clients by preparing draft submission documents to support analysis requests regarding operational and regulatory data
- Acts as primary contact for all insurance questions and policy changes.
- Analyzed customer needs to provide customized insurance solutions.
- Implemented effective workflow processes within the team, resulting in improved productivity levels while maintaining high-quality standards in servicing clients'' needs.
- Leveraged data-driven insights to inform decision-making processes related to account servicing strategies and product offerings improvements.
- Optimized communication channels between brokers, carriers, and clients, ensuring seamless information exchange for timely policy issuance and management.
- Managed large commercial accounts portfolio, consistently exceeding performance targets in new business development and retention metrics.
- Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
- Educated clients on insurance policies and procedures.
- Skilled at working independently and collaboratively in a team environment.
CUSTOMER SERVICE REPRESENTATIVE
Bouchard Insurance Agency
09.2014 - 08.2020
- Expedites support for 50-100 incoming calls weekly from agents, carriers, brokers, and insured; answering coverage questions and resolving arising issues
- Oversees Quoting, Payments, Zone Determinations, and Endorsements on all Flood, Property, Liability, Crime, Directors & Officers, and Workers Compensation policies
- Generates summaries of current programs, expiring exposures, and lost histories, developing appropriate analytic and reporting strategies across stated metrics.
- Updated account information to maintain customer records.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Delivered prompt service to prioritize customer needs.
- Trained new personnel regarding company operations, policies and services.
Education
Associates in Applied Science - Diagnostic Medical Sonography
Central Florida Institute
Palm Harbor, FL01.2010
Skills
- Adobe Illustrator
- InDesign
- Adobe Photoshop
- CRM Software
- Team Building
- Problem- Solving
- Decision Making
- Friendly, Positive Attitude
- Flexible and Adaptable
- Task Prioritization
- Verbal Communication
- Conflict Resolution
- Client Relations
- Organization and Time Management
Timeline
REAL ESTATE INVESTOR
Self Employed
08.2021 - Current
COMMERCIAL LINES ACCOUNT MANAGER
Northeast Underwriters
08.2020 - 08.2021
CUSTOMER SERVICE REPRESENTATIVE
Bouchard Insurance Agency
09.2014 - 08.2020
Associates in Applied Science - Diagnostic Medical Sonography
Central Florida Institute
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