Focused and dedicated insurance professional with several years of experience providing superior service. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Insurance Agent
Runnel’s Insurance Agency
Brandon
10.2019 - Current
Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
Advised customers on the best ways to minimize risks associated with their assets.
Conducted research to identify competitive rates and benefits offered by other providers.
Educated customers on the importance of maintaining adequate insurance coverage.
Participated in continuing education courses to stay current on industry trends and changes in regulations.
Contacted underwriters and submitted forms to obtain binder coverage.
Underwriting Assistant
Universal North America
Sarasota
08.2018 - 10.2019
Generated reports and documentation for senior management and underwriting staff.
Compiled data from underwriting files to prepare reports for management review.
Answered phones and routed voicemails to respective employees.
Determined level of acceptable risk by reviewing applications for coverage and loss control reports.
Developed relationships with brokers, agents, and external partners who may refer potential customers.
Customer Service Representative
Florida Insurance Center
Plant City
02.2017 - 07.2018
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Responded to customer inquiries and problems to promote great service.
Developed appropriate quotes based on risk information.
Responded promptly to customer inquiries about their policies and provided timely updates as needed.