Daina Carty

Train Personal Lines Department employees in Emails and Contact us.

Assist my Team Lead and Supervisor with Underwriting decisions.

Provide mentoring for team members to ensure they are meeting department standards and ensuring that my teammates remain up-to-date on all changes to policy and procedure.

Collaborated with supervisors to create a new email manual as well as developing canned statements.

Assisted in the focus group for procedural changes to application process that I went on to pilot.

Provide excellent customer service to all internal and
external customers while consistently receiving
exceptional scoring on evaluated calls.

Excel in retaining policies as part of the retention team. I continuously exceed the monthly department average.

Provide excellent customer service to insureds and
prospective insureds.

Review policies with customers , including coverages,
discounts, accounting, and claim information.

Member of the email team, responding to incoming emails
for the Personal Lines Department as well as incoming
messages from the policy portal.

Work in the lobby handling face to face interactions for
the office.

Assisted supervisor with team building activities

Provide excellent in person customer service

Serviced policies through all stages, including, application, policy changes and claims.

Increased sales within the agency for Renters by building
relationships with local apartment complexes to offer
coverage.

Created further sales opportunities by encouraging additional lines of insurance when needed (e.g. Umbrella or life insurance products)

Completed CARCO inspections

Assisted Agent with insurance inspections on new properties