Donna McWhirter
Gibsonia,PA
Summary
Dedicated professional with history of meeting company goals utilizing consistent and organized practices. Experienced in several areas including but not limited to personal lines and commercial insurance production, sales, mortgage processing, compliance and auditing as well as extensive administrative work. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
20
20
years of professional experience
Work History
Insurance Producer
David Simpson Farmers Insurance Agency
Allison Park , PA
2015.03 - Current
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Set up policies and completed all documentation.
- Adhered to all regulations for insurance sales.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Provided excellent customer service including answering all incoming calls, policy changes, payment processing, document submission and retention as well providing proof of insurance as needed
Small Business Auditor
Mutual Inspection Bureau, Inc
Harrisburg , PA
2013.11 - 2015.05
- Preformed phone audits of small contracting businesses to determine accuracy of policy information.
- Provided written feedback to insurance carrier regarding compliance of policy guidelines to determine insurability.
- Offered friendly and efficient service to customers, handled challenging situations with ease
Administrative Manager
Lakevue Athletic Club
Valencia , PA
2010.03 - 2014.05
- Established and developed strong administrative team by delivering ongoing coaching and motivation and fostering career advancement.
- Assisted in organizing and overseeing assignments, planning and coordinating in-house and outsourced resources.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Performed customer needs assessments and coordinated resolutions with supply chain and quality teams.
- Performed all clerical and administrative duties with respect to day to day business.
Customer Advocate Specialist
Consolidated Communications
Gibsonia , PA
2008.09 - 2011.03
- Provided in home service to ease transition for new customers.
- Documented customer concerns and inquiry resolutions in internal computer system.
- Quickly and accurately answered customer questions, suggested effective solutions and resolved issues to increase customer satisfaction.
Compliance Officer
Associates Financial Services
Monroeville , PA
1994.06 - 1999.02
- Determined adherence to company guidelines during loan processing and closings.
- Reviewed accuracy of all loan documents.
- Processed payments, loans and modifications.
- Verified adequacy of insurance coverage.
- Performed title searches.
- Light collections.
- Managed practical action plans to respond to audit discoveries and compliance violations.
- Identified potential areas of compliance vulnerability and risk to develop and implement corrective action plans.
- Improved company policies and standards to outline ethical, safe and efficient procedures.
Education
Bachelor of Science - Communication
Skills
- Insurance Requirements, Customization and Procedures
- Policy Feature Explanations
- Policy Renewals
- Relationship Building
- Sales
- Client Needs Analysis
- Compliance Assessment
- Excellent Verbal and Written communication
- Administrative Support
- Excellent Computer Skills
- Ability to Work Independently
Timeline
Insurance Producer - David Simpson Farmers Insurance Agency
2015.03 - Current
Small Business Auditor - Mutual Inspection Bureau, Inc
2013.11 - 2015.05
Administrative Manager - Lakevue Athletic Club
2010.03 - 2014.05
Customer Advocate Specialist - Consolidated Communications
2008.09 - 2011.03
Compliance Officer - Associates Financial Services
1994.06 - 1999.02
University of Pittsburgh - Bachelor of Science, Communication
Certifications/Licenses
Property and Casualty License
Certifications/Licenses
Property and Casualty License
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