Summary
Overview
Work History
Education
Skills
Work Availability
Quote
Timeline
AdministrativeAssistant
Elizabeth G. Christopher

Elizabeth G. Christopher

Anniston,AL

Summary

With over 4 years' experience as a Licensed P&C Insurance Agent, I am seeking a remote position that will utilize my skills and abilities necessary to support and facilitate the efficient operation of a company and to provide quality service and dedicated performance.

Overview

35
35
years of professional experience

Work History

POS Account Analyst

ILLUMIFIN/LTCG
09.2021 - 08.2023
  • Processed all activities in the Policy Owner Services department in a timely manner utilizing extensive knowledge of policy rules, procedures and operations for several clients
  • Worked the message center, handled unapplied cash, processed policy and billing changes, refunds and returned checks, handled invoicing, reconciled group bills, completed the dunning process and worked all new incoming mail
  • Processed inflation and Rate Increase offers, Rate Quotes, invoicing, terminations, serviced agent changes, and processed department reports
  • Researched and responded to escalated requests
  • Interacted daily with various internal departments
  • Communicated with external client contacts and participated in client conference calls/meetings
  • Contacted enrollees to obtain missing information, explain procedures, answer questions, and other inquiries, as needed
  • Partnered with DST team to ensure procedures are being followed.

Licensed Insurance Agent

DORMON & REYNOLDS INSURANCE
04.2017 - 09.2021
  • Sold and managed personal and commercial insurance policies, by quoting and working with several insurance companies, answered client's questions, assisted clients in choosing the best policy and made sure all legal requirements are met
  • Handled all administrative tasks for quoting, issuing, and renewing personal and commercial business
  • Processed and tracked insurance claims
  • Maintained and updated client records and information
  • Responded to clients’ insurance-related questions and issues
  • Worked with a variety of web-based and internet programs and computer software to access daily operating systems and customer profiles and insurance accounts
  • Regularly corresponded with clients, underwriters, accounting and marketing reps through memos, emails, and telephone calls as well as in-person meetings.

Account Manager

Elizabeth G. Christopher, 1st FRANKLIN FINANCIAL
06.2014 - 04.2017
  • Responsible for all daily solicitation, cash control, processing of loans and sales finance applications, correspondence, completion of loan documents, and maintain other clerical functions of the branch
  • Organized the clerical functions of the branch, including Accounts Payable
  • Provided direct customer service to loan and sales finance customers
  • Compiled and maintained records of loan transactions and branch activities
  • Performed a wide variety of clerical duties, utilizing knowledge of systems and/or procedures
  • Conducted solicitation and collection of customers' accounts.

Education

General Diploma - General Studies

Emma Sansom High School
Gadsden, AL
06.1985

Skills

  • Quotes and Sales
  • Property and Casualty Insurance Sales
  • Customer Service and Assistance
  • Revenue Generation
  • Insurance Coverage Review
  • Policy Adjustment Knowledge
  • Asset Protection Expertise
  • Client Needs Analysis
  • Administrative Support
  • Form Completion and Submission
  • Claims Information Gathering
  • Underwriter Collaboration
  • Information Updates
  • Policy Feature Explanations
  • Insurance Eligibility
  • Collaborative Environments
  • Manage Renewals
  • Cross-Promote Products
  • Oral and Writing Communication
  • Insurance Practices
  • Carrier Relations
  • Account Management
  • Production Goals
  • Account Retention
  • Product Knowledge
  • Professional Relationships
  • Commercial Lines
  • Proposal Preparation
  • Exposure Determination
  • Continuous Education

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

If you can’t make it better, you can laugh at it.
Erma Bombeck

Timeline

POS Account Analyst

ILLUMIFIN/LTCG
09.2021 - 08.2023

Licensed Insurance Agent

DORMON & REYNOLDS INSURANCE
04.2017 - 09.2021

Account Manager

Elizabeth G. Christopher, 1st FRANKLIN FINANCIAL
06.2014 - 04.2017

General Diploma - General Studies

Emma Sansom High School

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