Current 30 year Texas insurance agent looking for new challenges that I may utilize my unique spectrum of skills and experience.
I maintain three insurance lines. Property & Casualty, Life & Health and Claims Adjustors license.
Obtained my CISR designation in 2008.
Overview
30
30
years of professional experience
Work History
Commercial & Personal Lines CSR
Bierschwale Rees Insurance
01.2014 - 06.2025
Market, quote, sell and service commercial lines accounts and personal lines accounts. Quote various company platforms and EZLYNX rater. Business, personal and farm and ranch.
Assisted in processing claims and ensured timely follow-up.
Provided accurate policy information to clients, enhancing satisfaction.
Educated clients on insurance options, tailoring recommendations to needs.
Collaborated with team members to streamline communication processes.
Documented customer interactions, maintaining detailed records for reference.
Updated internal databases with client information and policy changes.
Managed high call volumes, maintaining a professional demeanor during peak hours and effectively multitasking in a fast-paced environment.
Demonstrated empathy and active listening skills, resulting in a higher rate of customer satisfaction and repeat business.
Answered customer telephone calls promptly to avoid on-hold wait times.
Answered constant flow of customer calls with minimal wait times.
Responded to customer requests for products, services, and company information.
Developed strong relationships with clients by understanding their needs and preferences, fostering long-term loyalty.
Upheld strict adherence to company policies and procedures while providing exceptional service experiences for each client interaction.
Delivered outstanding problem-solving skills in addressing recurring issues that resulted in improved operational efficiency.
Assisted customers with account set-up, enabling smooth transitions into using the company''s products or services.
Handled complex billing issues, ensuring accurate invoicing and prompt resolution of discrepancies.
Responded proactively and positively to rapid change.
Maintained up-to-date knowledge of product and service changes.
Educated customers about billing, payment processing and support policies and procedures.
Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
Identified and resolved discrepancies and errors in customer accounts.
Commercial & Personal Lines CSR / Agency Bookkeeper
Texas Hills Insurance
01.2002 - 01.2014
Personal Lines CSR - quoted, sold and serviced home, auto, farm and ranch accounts. Commercial CSR - quoted, sold, service small to large commercial business accounts. Worked in the agency doing bookkeeping along with reconciling account currents and direct bill statements.
Marketing Manager / Commercial CSR
Hotchkiss Insurance Co.
01.1997 - 01.2002
Marketed small contractors and homebuilders in various associations. Quoted and sold policies catered to their needs. Worked closely with producers in the agency to obtain accounts.
Education
Business Management
National Education Center
01.1996
Business Administration
Schreiner University
01.1992
Skills
Management Skills
Negotiation
Critical Thinking
Leadership
Relationship Building
Customer relations
Product knowledge
Follow-up skills
LANGUAGE
English
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Commercial & Personal Lines CSR
Bierschwale Rees Insurance
01.2014 - 06.2025
Commercial & Personal Lines CSR / Agency Bookkeeper