Deborah Carter
Charlotte,NC
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the property and casualty insurance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
20
20
years of professional experience
Work History
Customer Relationship Specialist –Licensed Property and Casualty Agent (51)
Allstate Insurance Company
01.2012 - Current
- Bind, service, and complete endorsement request on all personal property policies as well as assess customer needs for coverage and protection of assets in 50 states, including DC.
- Update customers on state mandates, coverage requirements, policy discounts, rates, and maintain strong knowledge of all marketing campaigns and promotions.
- Assist customers on telematic products such as Drivewise and Milewise while using digital platform (chatbots) for endorsement changes, walk-through self service options, such as billing, payment options, and document request.
- Complete policy reinstatements within underwriting guidelines as well as manage and disseminate information for property re-inspections.
- Work with multiple screens and programs in resolving customer issues and determine which department is most suitable for complex issues.
- Answer constant inbound customer calls to assess need for direct agency support versus call center support.
Trust Operations Support Specialist (Merger Project)
RANDSTAD STAFFING SERVICES (WELLS FARGO BANK)
01.2010 - 06.2011
- Assisted 7 Income Processors with daily task of processing monthly income on trust accounts.
- Researched out-of-balance issues created with respect to Fund Company's finding.
- Monitored workflow and dividend information to ensure accuracy.
- Calculated payment amounts by using factors and rates obtained from various data sources.
- Acted as liaison between business lines and information agents, NSCC, and fund companies to resolve mutual fund income inquiries for more than 500 accounts.
Retirement Specialist/Client Associate
THE VANGUARD GROUP
04.2004 - 10.2008
- Processed client request and inquiries on purchases, exchanges, or redemptions of over 135 various mutual funds
- Also, provided information on complex IRA issues for Traditional, Rollover, Roth, SEP, Simple, and 403b7 accounts.
- Strong knowledge on excess contributions, re-characterizations, conversions and rollover transactions, as well as investment knowledge on suitable funds for IRA investments.
Education
Bachelor of Arts - Organizational Communications -
QUEENS UNIVERSITY OF CHARLOTTE
Charlotte, NC01.2003
Skills
- Critical Thinking
- Documentation
- Product Service and Sales
- Personal, casualty and property loss
- Managing customer relationships
- Customer service and care
Accomplishments
- Customer Relations - Earned highest marks for customer satisfaction, company-wide.
2018 Allstate Hall of Fame Award Recipient
Licenses
- NC Property & Casualty Insurance Licenses (50 states)
- Series 6 & 63 (IA)
Military
UNITED STATES ARMY, Honorable Discharge, Multichannel Communications Equipment Operator
Timeline
Customer Relationship Specialist –Licensed Property and Casualty Agent (51)
Allstate Insurance Company
01.2012 - Current
Trust Operations Support Specialist (Merger Project)
RANDSTAD STAFFING SERVICES (WELLS FARGO BANK)
01.2010 - 06.2011
Retirement Specialist/Client Associate
THE VANGUARD GROUP
04.2004 - 10.2008
Bachelor of Arts - Organizational Communications -
QUEENS UNIVERSITY OF CHARLOTTE