Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Erica Sugg

Sumter,SC

Summary

Dynamic Endorsement Lead Specialist with a proven track record at CRC, excelling in customer relations and account management. Skilled in enhancing team performance and client satisfaction through comprehensive training and quality assurance. Achieved significant growth in client retention and business share by fostering strong relationships and implementing strategic improvements.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Endorsement Lead Specialist

CRC
2007.05 - Current
  • Provide assistance to supervisors in training team members on new procedures and customer retention, providing the best support.
  • Assist underwriters with providing endorsement quotes and client support in understanding the clients needs and maintaining relationships.
  • Resolved problems with high-profile customers to maintain relationships and increase return customer base.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.
  • Managed accounts to retain existing relationships and grow share of business.
  • Attended training programs to deepen professional skillset and assisted in training fellow store associates on existing and new training programs.
  • Listened and responded to customer requests and forwarded necessary information to superiors.
  • Built and managed relationships with key clients and partners to drive growth.
  • Followed all company policies and procedures to deliver quality work.
  • Managed a high volume (approximately 30) calls and emails per day from carriers and agents.
  • Maintained current understanding of market conditions, compliance standards and best practices.
  • Work with multiple offices inside the company in different states maintaining state rules and regulations with standard insurance producers and legal notice of cancellations and reinstatements.
  • Provided expertise in problem-solving, data analysis and customer service.
  • Adept at quickly learning new technologies and processes for driving success.

Education

MBA - Human Resources Management

Saint Leo University
Saint Leo, FL
05.2017

Bachelor of Arts - Business Management

Saint Leo University
Saint Leo, FL
05.2015

Skills

  • Recruitment and selection
  • Talent management
  • Succession Planning
  • Workforce Planning
  • Employee Relations
  • Quality Assurance
  • Customer Relations
  • Data Entry
  • Administrative Support
  • Account Management

Certification

  • Insurance Producer - Casualty, Property - State of South Carolina - Department of Insurance

Timeline

Endorsement Lead Specialist

CRC
2007.05 - Current

MBA - Human Resources Management

Saint Leo University

Bachelor of Arts - Business Management

Saint Leo University
  • Insurance Producer - Casualty, Property - State of South Carolina - Department of Insurance
Erica Sugg