Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Charlotte Long

Halifax,PA

Summary

Seasoned licensed insurance agent bringing strong background in property/automobile and commercial insurance, sales and marketing expertise to the insurance industry as an underwriter.  Making solid decisions from evaluating risk.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Associate Commercial Underwriter

Nationwide Insurance Company
Harrisburg, PA
01.2014 - Current
Responsible for making smart financial decisions, evaluating risk, make decisions that could have a large impact on the company as a whole. Establish relationships with businesses that could have a positive or negative effect, so evaluation is crucial.Access potential losses and gains and it must be weighed carefully. Rely from data, charts, policy trends over the last several years. Using these statistics, current knowledge of the company and the training received, will be able to come to a solid decision regarding the policies, liability, and risk.

Customer Service Representative

Capital BlueCross
Harrisburg, PA
02.2013 - 12.2013
Serves customers by providing product and service information; resolving product and service problems.
•Attracts potential customers by answering product and service questions; suggesting information about other products and services.
•Opens customer accounts by recording account information.
•Maintains customer records by updating account information.
•Resolves product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution.
•Maintains financial accounts by processing customer adjustments.
•Recommends potential products or services to management by collecting customer information and analyzing customer needs.
•Prepares product or service reports by collecting and analyzing customer information.
•Contributes to team effort by accomplishing related results as needed.

Business Systems Analyst/Claims Service

Strickland Insurance Group
Goldsboro, NC
11.2010 - 02.2013
Business Analyst:
Recommended operational improvements based on tracking and analysis.Documented business processes and analyzed procedures to see that they would meet changing business needs.Mapped current processes and offered recommendations for improvement

Claims:
Working closely with adjusters in accomplishing daily task, such as sending out deductible letters, entering certain claimsin ISO, taking payments for deductibles, and assigning new claims.Providing loss runs for agents and insureds.Acquiring daily reports for review for daily claims and task.Handling daily calls from agents, insureds, and claimants to set up new claims.

Manager/owner/agent

Corbett Insurance Agency
Goldsboro, NC
08.2006 - 11.2010
Insurance agent, licensed in property and liability insurance, handling sales, marketing, field underwriting, processing andservicing both personal lines and commercial lines policies, including: Working closely with underwriters and brokers.Submitting requests for filings, endorsements and cancellations.Rating of applications and endorsements and cancellations.Rating of applications and endorsements.Preparation of binders, certificates and proofs of insurance.Ordering of motor vehicle reports and CLUE reports, and reviewing for compliance with underwriting standards ofmultiple companies.

Education

Bachelor of Science - Marketing/Business

East Carolina University
Greenville, NC
Current

Associate of Arts - undefined

Wayne Community College
Goldsboro, NC
2009

Skills

  • Customer service relations
  • Microsoft Word
  • Microsoft Excel
  • Interpret rules, regulations, procedures
  • Communication
  • Time management
  • Strong background in property insurance
  • Sales and Marketing
  • Claims service

Certification

PA Property and Casualty license

Timeline

Associate Commercial Underwriter

Nationwide Insurance Company
01.2014 - Current

Customer Service Representative

Capital BlueCross
02.2013 - 12.2013

Business Systems Analyst/Claims Service

Strickland Insurance Group
11.2010 - 02.2013

Manager/owner/agent

Corbett Insurance Agency
08.2006 - 11.2010

Bachelor of Science - Marketing/Business

East Carolina University

Associate of Arts - undefined

Wayne Community College
Charlotte Long