Derrica Moore
Dallas
Summary
Dynamic insurance professional with a proven track record in managing client accounts, underwriting, and policy renewals. Expertise in risk assessment and claims processing, complemented by a strong commitment to team collaboration and achieving measurable results. Recognized for adaptability and reliability, consistently maintaining high standards while delivering impactful outcomes in fast-paced environments. Passionate about fostering customer relations and driving success through strategic initiatives.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Account Manager
Summit Financial Group
Dallas, TX
07.2023 - Current
- Support the President of the Risk Management Division by providing professional account management and delivering outstanding customer service.
- Direct the new business and renewal process, collaborating with producers to develop and present client solutions.
- Act as a subject matter expert, ensuring client needs were met promptly and contributing to retention and growth of assigned book of business.
- Utilize CRM systems (including AMS 360) to manage client files, track activity, and maintain accurate records for client and prospect engagement.
- Manage commercial insurance accounts with knowledge of General Liability, Commercial Property, Workers Compensation, Auto, Cyber, Inland Marine, E&O, D&O, and Excess & Surplus coverages.
- Prepare and issued binders, policies, and endorsements.
- Perform rating analysis to support accurate and competitive quoting.
Associate Banker
JPMorgan Chase
Allen, TX
03.2024 - 07.2025
- Manage and serve 100+ clients weekly by addressing financial needs and delivering tailored banking solutions.
- Open and close personal and business accounts, ensuring accuracy, compliance, and a seamless client experience.
- Proactively identify opportunities for cross-selling and upselling, increasing product adoption by 15% per quarter.
- Perform and approve domestic and international wires totaling $400K – 1M monthly.
- Perform account maintenance such as name and address changes, fraud reporting, debit card replacements, and account closures.
- Educate clients on digital banking services, ensuring ease of use and accessibility.
- Ensure compliance with banking policies and procedures to mitigate risk.
Bank Teller & Operations Processor
Wells Fargo
McKinney & Dallas, TX
07.2022 - 01.2024
- Processed customer transactions efficiently while adhering to risk management policies.
- Verified and processed large commercial cash deposits exceeding $1M weekly.
- Maintained an average of 300+ transactions per day with high accuracy.
- Detected and prevented $10K+ in potential counterfeit fraud by following strict protocols.
- Assisted in vault management and ATM cash preparation.
Personal Banker
Huntington National Bank
Dekalb, IL
10.2021 - 07.2022
- Opened and closed checking/savings accounts while advising clients on financial products.
- Assisted in processing loan and credit applications totaling over $100K.
- Handled fraud disputes, debit card orders, and check processing.
- Built strong client relationships by actively engaging and understanding their financial needs.
- Conducted outbound calls to retain and expand customer relationships.
- Ranked top performer in customer service and cross-selling products.
Education
Associate’s Degree -
Waubonsee Community College
Sugar Grove, IL01-2022
Skills
- Property and Casualty Insurance
- Property and Casualty Risk Assessment
- Strong Verbal and Written Communication
- Active Property and Casualty Insurance License with the Texas Department of Insurance
- Analytical Problem-Solving
- Committed to Continuous Learning
- Multitasking Abilities - Effective Prioritization & Detail Oriented
- Skilled in using Excel, Word, and PowerPoint effectively
- Data Gathering & Organization
- P&C Insurance Underwriting
- P&C Account management
Accomplishments
- Awarded Top Performer in customer service and for exceeding monthly product sales goals by 20% at Huntington National Bank.
- Successfully identified and prevented over $10K in potential fraud during wire and cash transactions at Wells Fargo.
- Recognized as 2024 Outstanding Performers at J.P. Morgan Chase.
Certification
- Certified Associate in Project Management, Louisiana State University | May 2025
- Property & Casualty License, TDI | September 2025
- Qualified Commercial Lines Specialist, Total CSR | October 2025
- Professional Commercial Insurance Advisor, Total CSR | June 2026
Timeline
Associate Banker
JPMorgan Chase
03.2024 - 07.2025
Account Manager
Summit Financial Group
07.2023 - Current
Bank Teller & Operations Processor
Wells Fargo
07.2022 - 01.2024
Personal Banker
Huntington National Bank
10.2021 - 07.2022
Associate’s Degree -
Waubonsee Community College