Insurance Sales Agent
CHASITY WHITE
AAA TEXAS – AUTOMOBILE CLUB OF SOUTHERN CALIFORNIA
Rosharon,TX
20
years of professional experience
1
Certification
Results-driven insurance professional with 20 years in commercial and personal insurance, specializing in policy administration and claims support. Expertise includes coverage analysis, account servicing, and claims documentation. Holds Texas General Lines Property and Casualty License, with strong knowledge of commercial auto, general liability, and business owner’s policies. Actively pursuing Bachelor of Business Administration to enhance corporate risk management capabilities.
Work History
Insurance Sales Agent
14 Years 3 Months- Evaluate customer needs and recommend appropriate auto, home, life, and other personal insurance coverage.
- Manage personal insurance accounts, providing guidance on coverage options, policy requirements, and individual customer needs.
- Explain policy terms, coverage limits, exclusions, and requirements to help members make informed insurance decisions.
- Process insurance applications, endorsements, policy changes, and related transactions accurately and in accordance with company procedures.
- Review policy details and documentation to address coverage questions, payment concerns, policy discrepancies, and available solutions.
- Navigate multiple insurance company systems and proprietary CRM platforms to retrieve account information, process transactions, and maintain accurate records.
- Research and resolve customer account concerns while handling confidential information and following established compliance procedures.
- Identify multi-line insurance opportunities and support customer retention through personalized service and consistent follow-up.
Insurance Professional – Commercial Accounts & Claims
6 Years 2 Months- Sold and serviced commercial insurance accounts, helping business customers identify coverage options based on their insurance needs.
- Worked with commercial auto, general liability, commercial property, and business owner’s policies.
- Reviewed commercial insurance policies, clarifying coverage provisions, terms, limits, and exclusions for customers to enhance understanding.
- Assisted with commercial policy renewals and account servicing, ensuring timely policy changes and addressing ongoing customer inquiries to maintain satisfaction.
- Gathered customer and loss information, documented claim details, and submitted insurance claims for assignment to an adjuster.
- Collected and reviewed relevant policy and incident information to support complete and accurate claim submissions.
- Collected and reviewed policy and incident information, ensuring complete and accurate claim submissions to facilitate efficient claims processing.
- Communicated with customers to obtain necessary information, explain insurance and claim requirements, and clarify next steps.
- Communicated with customers to obtain information, explain insurance requirements, and clarify next steps.
Education
Bachelor of Business Administration (BBA) - Business Administration
Currently Enrolled
High School Diploma
Skills
Commercial Insurance
General liability insurance
Business property insurance
Property & Casualty Insurance
Certificates of insurance
Commercial Policy Renewals
Policy Review & Coverage Analysis
Coverage Terms
Limits & Exclusions
Claims intake management
Policy applications management
Insurance documentation management
Account Research & Resolution
Compliance handling
CRM systems management
Microsoft Excel
Word and PowerPoint
Account sales servicing
Certification
Texas Department of Insurance General Lines Agent- Property and Casualty 02/02/2007 and Life, Accident, Health & HMO 07/17/2008
Personal Information
Title: COMMERCIAL INSURANCE | RISK MANAGEMENT | CLAIMS & INSURANCE OPERATIONS
Timeline
Insurance Sales Agent
AAA TEXAS – AUTOMOBILE CLUB OF SOUTHERN CALIFORNIA
08.2012 - CurrentRead More
Insurance Professional – Commercial Accounts & Claims
STATE FARM INSURANCE
06.2006 - 08.2012Read More
University of Massachusetts Global
Bachelor of Business Administration (BBA) from Business Administration
Read More
HS For Law Enforcement
High School Diploma
Read More