CHRISTINE GILLSON
Centennial,CO
Summary
Experienced and detail-oriented insurance professional with over 20 years of expertise in account management, underwriting support, customer service, and office administration. Proven ability to build strong client relationships, manage insurance portfolios, and support agency growth through exceptional service, accuracy, and operational efficiency.
Overview
23
23
years of professional experience
Work History
Account Manager/Agent/Field Underwriter/Office Administrator
COLORADO INSURORS SERVICE, INC.
01.2003 - Current
- Manage personal lines book of business for new and existing customers.
- Build long-term relationships with clients, carriers, and underwriters.
- Maintain monthly expiration/loss business lists, review renewal insurance policies to offer suggestions or advice of any changes.
- Issue new business policies, and document commissions per carrier.
- Handle incoming referrals; gather data and determine insurance needs.
- Enter collected data to create insurance proposals.
- Deliver and review proposals with customers, bind coverage, and enter customer into Applied/TAM agency management system.
- Provide excellent customer service by responding swiftly to customer questions and concerns via phone, in person, and email.
- Document customer files with any interaction.
- Demonstrate strong organizational skills.
- Actively attend meetings, seminars, and programs to learn about new products, underwriting changes, updates, and skills while completing continued education requirements.
- Maintain and troubleshoot problems with the phone system, office equipment, and order office supplies.
- Administrator for the Applied/TAM system; troubleshoot and resolve any issues.
- Assist Commercial Lines with Certificates of Insurance as needed.
- Maintain agency bill accounts and process customer payments.
- Deposit monies and maintain the agency sweep checking account.
Skills
- Account Management
- Personal Lines Insurance
- Customer Relationship Management
- Risk Assessment
- Applied/TAM Agency Management System
- Billing & Payment Processing
- Underwriting Support
- Office Administration
- Policy Review & Renewals
- Problem Resolution
- Insurance Sales & Service
- Regulatory Compliance
Education And Continuing Education
Actively pursuing continuing education to stay current with industry changes, new product offerings, and underwriting guidelines in compliance with state requirements.
Licenses And Designations
- Licensed Property & Casualty Insurance Agent
- Licensed Life & Health Insurance Agent
- Accredited Personal Insurance (API)
- Associate in Insurance Services (AIS)
- Associate in General Insurance (AINS)
Timeline
Account Manager/Agent/Field Underwriter/Office Administrator
COLORADO INSURORS SERVICE, INC.
01.2003 - Current