Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Darsi Patterson

Chandler

Summary

Dynamic Account Manager with extensive experience at Laird & Walkingstick Insurance, excelling in customer service and policy management. Proven track record in claims processing and risk assessment, fostering strong client relationships. Adept at data entry and maintaining accurate records, ensuring high levels of customer satisfaction and retention.

Overview

35
35
years of professional experience
1
1
Certification

Work History

Account Manager

Laird & Walkingstick Insurance
Chandler
01.2016 - Current
  • Researched relevant policy information to answer customer questions.
  • Greeted customers and provided prompt, courteous service.
  • Conducted policy reviews and renewals, ensuring customer satisfaction and retention.
  • Responded promptly to emails and phone calls from customers seeking assistance.
  • Processed claims for payment or forwarded to appropriate personnel for further investigation
  • Developed strong relationships with clients by providing exceptional customer service.
  • Processed new policy applications and updated existing policy documents.
  • Collected payments, processed receipts and informed policyholders of outstanding balances.
  • Facilitated payment processing for premium payments and renewals.
  • Navigated computer system to look up customer information and update policies.
  • Compiled and maintained accurate records of customer policies, transactions, and correspondence.

Underwirting

TIP National
Oklahoma City
10.2008 - 01.2016
  • Managed renewal process by reviewing policies, evaluating changes in exposure levels, and recommending appropriate pricing strategies.
  • Entered and maintained risk information in various information systems.
  • Maintained monthly reporting of trucking accounts and billing.
  • Assistant in accounting duties, bill paying, invoicing.
  • Reviewed and evaluated commercial insurance applications to determine acceptability for coverage.

Underwriting Assistant

National American Insurance Company
Chandler
04.1998 - 10.2008
  • Drafted correspondence related to renewals, cancellations, endorsements.
  • Recommended changes or modifications in existing policies based on changing circumstances or conditions.
  • Solicited and evaluated insurance applications to approve or decline risks based on company guidelines.
  • Negotiated coverage, policy pricing and service delivery during meetings with customers, agents, or brokers.
  • Entered and maintained risk information in various information systems.
  • Worked with colleagues to review, accept or deny new and renewal business.
  • Created new accounts by entering data into the system accurately and completely.
  • Managed multiple tasks simultaneously while meeting tight deadlines.
  • Determined level of acceptable risk by reviewing applications for coverage and loss control reports.
  • Calculated premiums according to underwriting standards, policies and procedures.

Account Manager

LaGere & Walkingstick Insurance Agency
Chandler
08.1990 - 04.1998
  • Greeted customers and provided prompt, courteous service.
  • Conducted policy reviews and renewals, ensuring customer satisfaction and retention.
  • Responded promptly to emails and phone calls from customers seeking assistance.
  • Compiled and maintained accurate records of customer policies, transactions, and correspondence.
  • Precisely calculated refunds, premiums, and adjustments.
  • Coordinated with insurance agents and underwriters to facilitate policy adjustments.
  • Monitored insurance claims process, ensuring compliance with policy terms and conditions.
  • Attended training and educational seminars to enhance knowledge and credentials.
  • Processed new policy applications and updated existing policy documents.
  • Collected payments, processed receipts and informed policyholders of outstanding balances.

Education

Associate of Applied Science - Business Management

Rogers State University
Claremore, OK
05-1989

Skills

  • Customer service and support
  • Policy management
  • Claims processing
  • Risk assessment
  • Data entry and record keeping

Certification

  • Property and Casualty License
  • CISR Designation

Timeline

Account Manager

Laird & Walkingstick Insurance
01.2016 - Current

Underwirting

TIP National
10.2008 - 01.2016

Underwriting Assistant

National American Insurance Company
04.1998 - 10.2008

Account Manager

LaGere & Walkingstick Insurance Agency
08.1990 - 04.1998

Associate of Applied Science - Business Management

Rogers State University

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Darsi Patterson