Daniel Robertson
Dallas,TX
Summary
A skilled underwriter with over 7 years of experience in property and casual insurance. Focused on reducing risks while promoting services and increasing division revenue. Well-versed in personal lines products. Skillful analyzing, evaluating and reporting on all decisions with accuracy and efficiency.
Overview
9
9
years of professional experience
Work History
Personal Lines Underwriter
Travelers Insurance
Richardson, TX
11.2022 - Current
- Supported agents with subject matter expertise in risk evaluations
- Developed and maintained strong relationships with customers, agents and other insurance companies.
- Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
- Applied knowledge of standard criteria to approve or reject applications.
Material Damage Telephone Claims Representative I
National General Insurance
Dallas, TX
01.2020 - 12.2021
- Create a comprehensive estimate of damages for 1st and 3rd party material damage
- Summarize claims in excess of authority and submit to manager for approval
- Negotiate settlements, make settlement payments and document all activities in the file
- Develops and maintains an understanding of the material damage procedures and concepts necessary to repair vehicle damages, with an advanced level of understanding of structural, mechanical and suspension damages
Claims Resolution Representative II
Liberty Mutual Insurance
12.2015 - 07.2018
- Provide peace of mind to policy holders while handling complex claims with care, compassion, integrity and expertise
- Analyze information gathered by investigation and report findings and recommendations
- Interview or correspond with agents and claimants to correct errors or omissions and to investigate questionable claims
PMG Insurance Associate
AAA of Texas
07.2018 - 11.2018
- Work in a fast-paced corporate call center, engaging and educating our members who will look to your expertise for solutions and advice on their relevant needs
- Exceed member expectations by providing first call resolution with insight and product knowledge.
- Identify customer needs and make recommendations with coverage adjustments and sales leads
Education
Associate Of Business Administration -
Tarrant County College District
Fort Worth, TXSkills
- Risk Assessment
- Microsoft Office Suite – Excel, Word, Outlook
- Strong Attention to Detail
- Excellent written and verbal communication
- Critical Thinking, Multi-Tasking, Active Listening
- Analytical
- Interpersonal
- Management
- Productivity, Organization and Time-Management
- Relationship Building
- Integrity
- Customer Needs Assessments
Timeline
Personal Lines Underwriter
Travelers Insurance
11.2022 - Current
Material Damage Telephone Claims Representative I
National General Insurance
01.2020 - 12.2021
PMG Insurance Associate
AAA of Texas
07.2018 - 11.2018
Claims Resolution Representative II
Liberty Mutual Insurance
12.2015 - 07.2018
Associate Of Business Administration -
Tarrant County College District