Summary
Overview
Work History
Education
Skills
Quote
Languages
References
Timeline
Generic

Charity Bowe

Dover,Florida

Summary

Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns. Strong work ethic, adaptability and devoted to a positive and organized practice.

Overview

10
10
years of professional experience

Work History

commercial insurance agent, account manager, risk consultant

SPS
01.2019 - Current
  • Assist account principal by assessing customer needs, quoting, act as claims liaison, service, risk and managing accounts; build certificates of liability or property certificates, auto id or dealer plates, policy reviewing/ endorsements, mvr or dmv solutions and review, direct or agency bill set up and questions, claim management and reporting, loss history, email and phone communication, audit support, claim reporting and tracking, processing and understanding applications or property records and contracts for new business or renewals and new construction for builders risk or loss control, financials, contract agreements, etc. Resolved customer needs by building a relationship with our clients and insurers to resolve concerns promptly and fairly. Processed policy renewals, cancellations, evidence of coverage, and endorsements in a timely manner. Creating customized reports detailing client's overall risk profile and key information or exposure. Creating claim tracking excel and word documents to provide a timeline and reference for prompt claim status requests. Assist in complex contract review accurately and efficiently. Attend and complete continuing education and webinars on up-to-date practices and laws. Achieved repeat business and referrals through personalized services. Efficient in programs used for client needs and binding coverage: DocuSign, Share Point, OneDrive, AMS Vertafore, Microsft 365, Outlook, Adobe, DropBox. Assist new hires in learning our client profile and needs as well as Agency systems and tools.
  • Speciality industries include franchise dealerships, contractors, property management, hospitality services.

Front Office Secretary

Ankle + Foot Center of Tampa Bay
Brandon, FL
03.2015 - 11.2018
  • Some of my responsibilities are entering patient information and medical history, assisting patients when need be (i.e
  • Answering medication or paperwork questions, taking vitals, setting up x-rays to take and process for doctor, or explaining DME wear and use), scheduling appointments, keeping track of doctor, pharmacy, and insurance information, entering payments, allocating payments, verifying insurance benefits and eligibility, assisting with patient care, and making sure referrals and authorizations are requested and up to date.

Waitress/ Host

Applebee's
Plant City, FL
06.2014 - 07.2015
  • My responsibilities included greeting customers, building relationships by excellent customer service, enforcing safety and cleanliness, greeting and seating customers, taking orders, serving food and beverages, cleaning, handling money, and answering phone calls. Maintained accuracy while handling payments, giving change and printing receipts for customers. Communicated with staff and memorized the menus and specials to ensure superior service.

Waitress

Uncle Mikes Smokehouse Grill
Plant City, FL
01.2014 - 05.2014
  • My responsibilities included; customer service, seating customers, taking orders, serving food and beverages, cleaning, handling money, and answering phone calls. Arrange large party reservations and record special needs as in table or seating preferences, allergies, menu requests, prepare for decor, prep and safely handling of buffet area.

Education

220 License No. W582559 - Property & Casualty Insurance

Pearson VUE
Florida
11-2021

Florida Insurance License 440 No. W582559

AdjusterPro
Florida
07-2019

Certified Nursing Assistant

Elite Healthcare Institute
Lakeland, FL
01-2015

High School Diploma -

Kathleen High School
06.2014

English Language And Literature

Polk State College
Lakeland, FL
05-2014

Skills

  • Computer
  • Microsoft windows
  • Microsoft Word, Excel, etc
  • Adobe
  • DocuSign
  • Drop Box, Share Sync, Share Point, One Drive
  • Project and Account Management
  • Risk Mitigation
  • Claims liaison
  • Recordkeeping
  • Responsibility
  • Professionalism
  • Customer Service
  • Care
  • Communication
  • Policy analysis
  • Quality Assurance
  • Property and Casualty Insurance

Quote

There is no limit to the amount of good you can do if you don’t care who gets the credit - R.R.

Languages

English
Professional

References

References available upon request.

Timeline

commercial insurance agent, account manager, risk consultant

SPS
01.2019 - Current

Front Office Secretary

Ankle + Foot Center of Tampa Bay
03.2015 - 11.2018

Waitress/ Host

Applebee's
06.2014 - 07.2015

Waitress

Uncle Mikes Smokehouse Grill
01.2014 - 05.2014

220 License No. W582559 - Property & Casualty Insurance

Pearson VUE

Florida Insurance License 440 No. W582559

AdjusterPro

Certified Nursing Assistant

Elite Healthcare Institute

High School Diploma -

Kathleen High School

English Language And Literature

Polk State College

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Charity Bowe