DEBBIE BATES
Portland,TN
Summary
Enthusiastic Insurance Assistant eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Experienced in rating, handling new business and renewal policies. Motivated to learn, grow and excel in insurance.
Overview
14
14
years of professional experience
Work History
Customer Service Advocate - Personal Lines
Commercial Insurance Associates
09.2024 - Current
- Responded to customer requests for changes needed on their policies promptly.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Invoiced polices, endorsements & cancellations for the department on a daily basis usually on average of 10 a day.
- Assisted in obtaining signed applications for new business polices.
- Maintain documentation in our EPIC system per company procedures.
- Helped with resolve accounting issues.
- Issued evidence of property coverage to lenders.
Customer Service Advocate - Commercial Lines
Commercial Insurance Associates
09.2022 - 09.2024
- Assisted 2 Client Managers on a daily basis.
- Promptly responded to clients request on a day-to-day basis for changes to their policies.
- Identified and resolved discrepancies and errors in customer accounts.
- Checked policies, endorsements & audits.
- Issued 8 Certificates of insurance & Evidence of Property daily,
- Issued Auto ID cards
- Ordered Loss Runs from various & prepared Loss Runs Summaries.
- Adapted quickly to changes in company policies or systems, ensuring minimal disruption in service delivery during transitions.
Technical Assistant
Bailey Special Risks Inc.
03.2014 - 09.2022
- Assisted to two account managers on day to day basis.
- Creates memos with applicable renewal applications to send to retail agents and followed up to receive applications in timely matter.
- Creates over 100 invoices for new business & renewals policies and endorsements.
- Performed checks on binders received from various markets to send retail agents.
- Followed up for receipt of all policies to deliver in timely matter to retail agents.
- Followed with retail agents on status of new and renewal quotes that have not been bound.
- Performed checks on all policies and endorsements in time frame to provide good customer service.
- Order loss runs as needed.
Account Manager Assistant
The Crichton Group
01.2012 - 02.2014
- Serviced clients on day to day basis.
- Checked policies and endorsements and transmit to clients
- Prepared invoices for client's policies and endorsements.
- Assisted with preparation of submission documents to carriers.
- Prepared over 250 renewal certificates of insurance and issued certificates on daily basis as requested.
- Prepared Auto ID card and sent to clients.
- Researched and problem solved accounting issues with various carriers.
- Managed filing system, entered data and completed other clerical tasks.
Education
High School Diploma -
Cohn High School
Nashville, TN06-1975
Skills
- Client support
- Clerical support
- Proficient in Microsoft Outlook
- Excel proficiency
- Efficient data input
- Technical documentation
- Efficient email organization
- Proficient in office equipment
- Proficient in policy endorsements
- Invoice management
- Policy Review
Timeline
Customer Service Advocate - Personal Lines
Commercial Insurance Associates
09.2024 - Current
Customer Service Advocate - Commercial Lines
Commercial Insurance Associates
09.2022 - 09.2024
Technical Assistant
Bailey Special Risks Inc.
03.2014 - 09.2022
Account Manager Assistant
The Crichton Group
01.2012 - 02.2014
High School Diploma -
Cohn High School