CHRISTOPHER UHAS
Insurance & Financial Services Professional
Winterville,NC
Summary
Accomplished insurance and financial services professional with over two decades of experience spanning compliance management, client relationship development, and operational improvement. Adept at interpreting complex regulations, leading process reviews and audits, and ensuring full adherence to state and federal insurance laws. Proven success in strengthening client trust, optimizing workflows, and driving continuous improvement across insurance and banking operations.
Overview
24
24
years of professional experience
3
3
Certifications
Work History
Field Insurance Agent
AAA – The Auto Club Group
03.2023 - Current
- Develop customized insurance solutions to meet client needs and preferences.
- Conduct thorough policy reviews to ensure compliance and optimal coverage.
- Educate clients on insurance products, enhancing understanding and satisfaction.
- Manage client relationships, providing ongoing support and problem resolution.
- Maintain high standards of customer service by building relationships with clients.
Insurance Support Manager
McGriff Insurance Services, Inc. – affiliate of Truist Financial Corporation
12.2013 - 12.2024
- Oversaw the Brokerage Service Agreement process, ensuring compliance with all insurance laws and regulations.
- Managed the Outside Producer Agreement process to uphold regulatory standards.
- Collaborated with insurance carriers to negotiate terms for Carrier Contracts, ensuring compliance.
- Liaised with the Truist Legal Department and state Departments of Insurance to research and interpret relevant laws.
- Coordinated with Business License Departments to manage licenses for all McGriff Insurance Services, Inc. agencies.
- Conducted annual audits of Brokerage Service and Outside Producer Agreements.
- Supported Surplus Lines Tax Stamping as a backup.
- Continuously analyzed and enhanced operational processes.
Relationship Banker
Truist Financial Corporation
03.2008 - 12.2013
- Cultivated strong client relationships to enhance customer satisfaction and loyalty.
- Assisted clients with account management, transactions, and financial product inquiries.
- Identified and addressed client needs through a consultative approach.
- Facilitated referrals to appropriate financial partners based on client requirements.
- Delivered exceptional service both in-person and via phone, also cross-trained as a teller.
Adjuster
Regional Acceptance Corporation – affiliate of Truist Financial Corporation
11.2007 - 03.2008
- Engaged with clients to identify and resolve account issues, mitigating financial losses for the corporation.
Quality Assurance Technician
Truist Financial Corporation
04.2003 - 11.2007
- Trained Customer Service Representatives in Wilson, NC and Columbus, GA Call Centers.
- Designed a recognition program for exemplary customer service.
- Monitored calls to ensure adherence to protocols and quality standards, enhancing overall call center performance.
Customer Service Representative I/II
Truist Financial Corporation
01.2002 - 04.2003
- Delivered outstanding customer service to Retail BankCard clients and banking network personnel.
- Supported team leader with daily operations and assisted in Business BankCard and Merchant Services as needed.
Education
-
East Carolina University
Greenville, NCSkills
Technical Skills: Microsoft Office Suite (Excel, Word, PowerPoint, Publisher, Outlook, Access, SharePoint, Teams), Sage, TSYS, BankPro, Client Central, PC Teller, Sagitta, SAP, Salesforce, OMEGA
Certification
North Carolina Casualty Insurance License
Affiliations
- Crown Point Masonic Lodge #708 – Member, Board Member, Executive
- Pitt County Shrine Club – Member, Board Member
- Greenville York Rite Bodies – Member, Board Member, Executive
- Knights of Columbus – John Ivey Smith Council #6600 – Member, Board Member
- Greenville Masonic Temple – Board Member
Timeline
Field Insurance Agent
AAA – The Auto Club Group
03.2023 - Current
Insurance Support Manager
McGriff Insurance Services, Inc. – affiliate of Truist Financial Corporation
12.2013 - 12.2024
Relationship Banker
Truist Financial Corporation
03.2008 - 12.2013
Adjuster
Regional Acceptance Corporation – affiliate of Truist Financial Corporation
11.2007 - 03.2008
Quality Assurance Technician
Truist Financial Corporation
04.2003 - 11.2007
Customer Service Representative I/II
Truist Financial Corporation
01.2002 - 04.2003
-
East Carolina University