Charles Sloan
Insurance Brocker
White Hall,AR
Summary
Detail-oriented insurance agent with a strong background in claims processing and effective communication. Known for problem-solving abilities and a commitment to educating clients on policy options, ensuring informed decisions and enhanced client satisfaction.
Overview
2019
2019
years of professional experience
Work History
Commercial Insurance Agen
Mcgehee Insurance Agency
Little Rock, AR
08.2006 - 05.2018
- Collaborated with underwriters to ensure accurate policy terms and conditions.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Managed client accounts and maintained ongoing relationships with key stakeholders.
- Consulted with clients to assess insurance needs and recommend appropriate coverage.
- Prepared and presented insurance proposals to potential clients for review.
- Managed policy renewals and ensured timely communication with clients regarding updates.
- Collaborated with underwriters to evaluate risks associated with commercial insurance applications.
- Educated clients on policy features, benefits, and claims processes for better understanding.
- Developed strong relationships with local businesses to enhance client engagement and retention.
- Worked with insurance carriers to solve problems with coverage and payments.
- Resolved billing discrepancies between customers and insurers promptly and fairly.
- Analyzed claims data to assess potential liability exposure for businesses.
- Assessed customer needs and provided tailored insurance solutions to meet their individual requirements.
- Assisted customers in filing complex claims paperwork accurately and efficiently.
- Developed relationships with new clients by providing comprehensive insurance packages.
- Provided prompt responses to customer inquiries regarding policy changes or claims status.
- Attended continuing education courses to stay abreast of changing regulations.
- Collaborated with underwriters to negotiate coverage terms on behalf of clients.
- Participated in trade shows and conferences related to the commercial insurance industry.
- Prepared detailed financial statements outlining the cost associated with various insurance products.
- Educated clients on proper safety protocols for their business operations.
- Processed policy renewals, cancellations, and endorsements in a timely manner.
- Advised customers on risk management strategies to minimize potential losses.
- Developed appropriate quotes based on risk information.
- Greatly improved office operations by reducing backtracking of work through creation of material movement process.
- Leveraged industry trends to shape solutions and approaches.
Insurance Broker
Applying For Position
White Hall, AR
- Developed insurance proposals by analyzing client needs and coverage options.
- Assisted clients with policy changes and claims processing efficiently.
- Conducted risk assessments to ensure appropriate coverage for clients.
- Collaborated with underwriters to secure competitive rates for clients.
- Educated clients on policy terms, conditions, and benefits clearly.
- Responded promptly to client inquiries, providing excellent customer service.
- Engaged in continuous training to stay updated on industry regulations and trends.
- Completed yearly evaluations of providers to check service options and coverage plans against competitors.
- Maintained up-to-date knowledge of industry trends, regulations, and best practices.
- Performed quality control checks on all documents prior to submitting them for approval.
- Resolved billing discrepancies between customers and insurers promptly and fairly.
- Reviewed existing policies for accuracy and compliance with state laws.
- Worked with insurance carriers to solve problems with coverage and payments.
- Conducted detailed research of the commercial insurance market to identify competitive policies and rates.
- Assisted customers in filing complex claims paperwork accurately and efficiently.
Education
Bachelor of Arts - Business
University of Arkansas
Fayetteville, Arkansas, AR01-1983
Skills
- Risk assessment and coverage analysis
- Policy writing and insurance proposals
- Claims processing
- Customer relationship management
- Effective communication
- Negotiation strategies
- Attention to detail
- Problem-solving abilities
- Customer service
Timeline
Commercial Insurance Agen
Mcgehee Insurance Agency
08.2006 - 05.2018
Insurance Broker
Applying For Position
Bachelor of Arts - Business
University of Arkansas