With over 20 years of experience in the habitational, commercial real estate, and insurance industry, I am a highly motivated employee with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
37
37
years of professional experience
1
1
Certification
Work History
Senior Insurance Specialist, Special Products
Arbor Realty Trust Inc
Buffalo, NY
08.2022 - Current
Provided high-level policy reviews to ensure compliance according to the loan agreement.
Successfully managed a large portfolio of loans.
Mediated compliant coverage through communication with agents.
Utilized daily reports to stay ahead of important timelines.
Quick learner, and self-motivated.
Able to work independently with success.
Provided support and guidance to colleagues to maintain a collaborative work environment.
Collaborated closely with team members to achieve project objectives and meet deadlines.
Commercial Lines Account Manager
Friedman Associates
Virginia Beach, VA
10.2015 - 04.2017
Liaised with clients to aid in purchasing appropriate insurance products to protect commercial assets.
Leveraged industry trends to shape solutions and approaches.
Responded promptly to inquiries from internal staff and external customers.
Provided guidance to clients regarding best practices for managing their commercial insurance needs.
Reviewed client policies and identified areas of potential risk or coverage gaps.
Increased product knowledge and understanding of industry best practices through completion of continuous education.
Explained coverage options to potential policyholders, answering questions or concerns.
Personal and Commercial Lines Agent
State Farm, John Daves Agt
Chesapeake, VA
08.2011 - 09.2015
Wrote and serviced commercial lines insurance for small businesses and habitational risks.
Proactively wrote personal lines P&C coverages, including Life and Health products.
Monitored clients' insurance coverages to ensure changing needs were met.
Achieved repeat business and referrals through personalized services.
Ensured accuracy of policy information by verifying data entered into the system.
Property and Casualty Insurance Agent
State Farm, Agent Melissa Harwood
Norfolk, VA
04.2004 - 08.2011
Explained coverage options to potential policyholders, answering questions or concerns.
Offered policy guidance and management to promote asset protection.
Managed a portfolio clients, providing personalized insurance solutions based on individual needs.
Exceeded assigned sales and retention targets each quarter by upselling insurance products.
Ensured compliance with applicable state laws governing the sale of property and casualty insurance products.
Updated job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations .
Customer Service Manager
GEICO
Virginia Beach, VA
03.1988 - 04.2004
I began my career at the entry level and worked my way up to managing a customer service team of more than 500 people.
Drafted scripts for agents handling incoming calls so that they can respond accurately and effectively.
Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
Delegated work to staff, setting priorities and goals.
Organized shift assignments to meet expected coverage demands by factoring in typical loads and upcoming changes.
Resolved customer inquiries and complaints requiring management-level escalation.
Education
High School Diploma -
Norfolk Catholic High School
Norfolk, VA
Some College (No Degree) -
Tidewater Community College
Norfolk, VA
Skills
Policy review
Regulatory compliance
Portfolio management
Team collaboration
Effective communication
Time management
Problem solving
Decision-making
Certification
I continue to maintain my Virginia Property and Casualty license.
References
References available upon request.
Timeline
Senior Insurance Specialist, Special Products
Arbor Realty Trust Inc
08.2022 - Current
Commercial Lines Account Manager
Friedman Associates
10.2015 - 04.2017
Personal and Commercial Lines Agent
State Farm, John Daves Agt
08.2011 - 09.2015
Property and Casualty Insurance Agent
State Farm, Agent Melissa Harwood
04.2004 - 08.2011
Customer Service Manager
GEICO
03.1988 - 04.2004
High School Diploma -
Norfolk Catholic High School
Some College (No Degree) -
Tidewater Community College
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