David Oas
West Allis,Wisconsin
Summary
Motivated individual with business acumen and willingness to take on challenging roles. Tech-savvy and quick learning with technical know-how, social media expertise and sales abilities to support and drive substantial growth.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Commercial Lines Team Lead
Bwo Insurance Group
Oak Creek, WI
01.2019 - Current
- Monitored team performance against targets, taking corrective action where necessary.
- Evaluated needs of departments and delegated tasks to optimize overall production.
- Conducted thorough quality checks to verify conformance to specifications.
- Conducted performance appraisals for team members, providing feedback and identifying areas of improvement.
- Identified needs of customers promptly and efficiently.
- Supported the manager in developing plans for future projects, initiatives and objectives.
- Completed daily quality assurance duties to provide feedback for improvements.
- Offered training and support to keep team members motivated and working toward objectives.
Commercial Lines Customer Service Agent
BWO Insurance Group LLC
Oak Creek, WI
06.2013 - 01.2019
- Monitored clients' insurance coverages to ensure changing needs were met.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
- Leveraged industry trends to shape solutions and approaches.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Provided quotes for commercial lines products such as property and casualty insurance.
- Assisted customers in filing claims through the carrier's online portal.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
Education
Bachelor of Science - Public Administration
Upper Iowa University
West Allis, WI05.1998
High School Diploma -
Wisconsin Lutheran High School
Milwaukee, WI06.1992
Skills
- Production Monitoring
- Performance Monitoring
- Client Service
- Documentation and Reporting
- Coaching
- Team Supervision
- Sales Expertise
- Goal Setting
- Problem-Solving
- SOP Adherence
Certification
- CISR-Commercial Insurance Servicing Representative
Timeline
Commercial Lines Team Lead
Bwo Insurance Group
01.2019 - Current
Commercial Lines Customer Service Agent
BWO Insurance Group LLC
06.2013 - 01.2019
Bachelor of Science - Public Administration
Upper Iowa University
High School Diploma -
Wisconsin Lutheran High School
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