Connie Baxley
Oak Grove,MO
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
21
21
years of professional experience
Work History
Sales Agent/Customer Service Agent
Owner Operator Independent Drivers Assoc
- Responds to referrals, prospects and members quickly and effectively
- Pre-qualifies insurance prospects for insurability and quality of risk
- Creates and maintains client or prospect list
- Designs insurance plans and recommends coverages to clients
- Creates insurance proposals; makes sales presentations to prospective existing members on new and renewal business
- Completes and submits applications and related documentation to insurance markets
- Develops, follows and completes sales objectives, while preparing requests and delivering insured documents
- Surveys loss exposures, needs and possible uninsurable or difficult to insure exposures
- Prepares requests and delivers binders to insureds
- Educates members concerning agency expectations and cancellation procedures
- Collects down payments from insureds for purchases of new and upgraded coverages and obtains signatures on all applications for insureds
- Acknowledges nonstandard coverage limitations and binding restrictions to document file and lower errors and omissions exposures
- Asks for referrals from insureds to help generate new business
- Respond to all member inquiries in a courteous and efficient manner
- Obtain all pertinent information required to issue a policy change (endorsement)
- Explains billing procedure and premium differences when an endorsement change is made
- Services existing policies.
Truck Billing/Renewal Clerk
Owner Operator Independent Drivers Assoc
- Answer incoming Billing calls: take insurance payments, discuss billing Statements, explain debits/credits and answer other billing questions
- Fax and mail insurance certificates to customers, motor carriers/leinholders & other interested parties
- Quote/Data Entry for upcoming renewals for existing policy holders and mail out their new policy information and forms requiring signature
- Make revisions to renewal quotes due to changes made by the policy holder.
Renewal Underwriter
Owner Operator Independent Drivers Assoc
2005.04 - Current
- Evaluates entire policy for continued acceptability
- Reviews three year loss history for eligibility to renew, forwards to Management any that might not be eligible for renewal
- Submits to agent for any changes or errors that need to be corrected prior to quoting
- Completes debit/credit sheets to determine renewal rate
- Orders MVR’s for questionable accounts
- Prints and sends renewal paperwork to the insured
- Processes/completes revised renewals and sends revised paperwork to the insured/s
- Other job duties include: reviewing accounts for insureds who request a change in their operation/s & other change requests regarding their policies; issue state/federal filings for an insured’s operation.
Store Manager
Famous Footwear
2003.04 - 2005.04
- Began as a sales associate; greeting customers; cash register; customer service
- Promoted in June 2004 to Assistant Manager at another location
- Promoted again in December 2004 to Store Manager
- Handle customer returns, exchanges, complaints, and concerns
- Hiring and training sales associates
- Managing and keeping track of store sales
- Manage a staff of 3-6 persons
- Close and open store; maintain register tills; take deposits to bank.
Education
William Chrisman High School
Independence, MO01.1999
Skills
- Client Relations
- Customer Assistance
- Sales Training
- Technical Support
- Resilience Under Pressure
- Adaptability to Change
- Objection handling
- Paperwork Processing
- Cross-selling techniques
- Industry Expertise
- Customer Service
State
MO
Zip
64075
City
Oak Grove
Current MO P/C License
I have held my MO Property/Casualty license since 2013.
Timeline
Renewal Underwriter
Owner Operator Independent Drivers Assoc
2005.04 - Current
Store Manager
Famous Footwear
2003.04 - 2005.04
Sales Agent/Customer Service Agent
Owner Operator Independent Drivers Assoc
Truck Billing/Renewal Clerk
Owner Operator Independent Drivers Assoc
William Chrisman High School
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