Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Evette Davis

Cuyahoga Falls,OH

Summary

P ro f es s io n al Licensed A g en t /U n de r wr i ter with 6+ years of expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Sr. Insurance Agent/Underwriter

Progressive Insurance
08.2016 - 03.2023
  • Collaborate with colleagues to streamline carrier specific processes, address agent concerns.
  • Analyze existing policy, claim experience to ensure eligibility.
  • Facilitates the buying process, including follow up during the transaction and after the close.
  • Provide detailed notes, denial reason(s) and follow-up actions.
  • Completed analysis of all requested documentation.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Managed high workload, with multiple priorities.
  • Mentored new hires on sales techniques and product knowledge to ensure their success within the company.
  • Determines product eligibility by assessing risk and identifying underwriting issues.
  • Shares expertise and pertinent information to ensure appropriate insurance coverage.
  • Negotiated renewal contracts and terms of sale with existing and potential customers. Making sure all info is accurate and policies are issued in a timely manner.

Tax Advisor Specialist

Turbo Tax
03.2014 - 09.2016
  • Prepare federal and state returns for individuals
  • Researched tax implications for various deductions and credits.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Calculated estimated tax payments for clients.
  • Informed customers about return status and if return was rejected, help resubmit.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Help navigate through website, with screen share capabilities.
  • Resolve system issues, and apply credits when necessary

Sr. Performance Facilitator

AT&T Mobility
01.2014 - 09.2016
  • Advanced employees to strive and exceed goals
  • Mentored junior sales professionals in advanced selling techniques, resulting in accelerated career progression and enhanced contributions to overall team success.
  • Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
  • Assisted employees through chat, seeking help with customer issues.
  • Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Receive incoming calls from CEO's, Small Business Owners, Help Desk Agents, and or End Users wanting to process company orders.
  • Set appropriate calling and data plans according to business needs i.e. International and Domestic uses.
  • Answer billing questions, correct billing errors.
  • Troubleshoot any device problems.

Repurchase Analyst

Robert Half
02.2012 - 05.2013
  • Validated results and performed quality assurance to assess accuracy of data.
  • Review repurchase request from Fannie Mae/Freddie Mac to see why repurchase is being requested. Retrieve the borrower's original loan file and prepare package to be sent to the originating lender and or send to our underwriter for review.
  • Identify repurchase trends and coordinate efforts with affected areas to mitigate future repurchase risks.
  • Maintained and updated access database with all repurchase activity on loan level basis as well as generating and distributing monthly reporting
  • Research any FHA/VA issues that arise and identify trends and root causes to assist in mitigating future risks.
  • Receive calls and emails from investors inquiring about access to our bond programs and updates, mortgage loan information for housing agencies, and company lending manuals. Navigated lenders through the website and faxed/emailed any necessary information that was requested.

Underwriter Risk Operations

KeyBank National Association
10.2008 - 04.2011
  • Ascertained application viability by verifying collateral values, title reports and appraisals.
  • Provided excellent customer service by addressing inquiries promptly and offering comprehensive explanations of underwriting decisions.
  • Determined and documented loan conditions and communicated requirements and decisions.
  • Analyzed data to identify trends and predict future banking needs.
  • Worked on a wide range of delinquent and or current accounts to review and analyze credit worthiness.
  • Placed outbound calls on accounts received through agent, manager, or bank referral. Offered programs through Modification, Extension, Re-Age, Fixed Rate Option, and Deed in Lieu to cease and prevent delinquency of accounts.
  • Counseled customers about negative/positive debt and potential effects to their credit bureau, also inquired specifics pertaining to hardship to determine which program best suites them.
  • Analyze financial statements such as business profit and loss, pay stubs, tax form, bank statement, and credit bureaus, to determine if the customer qualifies through the set criteria, also seeing if they will have the ability to continue payments after one of the programs have been implemented on their account(s).
  • Reached out to customers to obtain any additional information to complete review for approval.
  • Partnered closely with the Management, Client Services, Foreclosure, and Asset Remarketing Teams to ensure proper procedures were taken when determining programs for these accounts and securing the bank's assets.
  • Updated agents and managers of new processes and or procedures. Providing knowledge of that process and or procedure and covering any questions asked.

Education

Associate of Arts - Accounting

University of Phoenix
Tempe, AZ
08.2016

Skills

  • Relationship Building
  • Risk Mitigation
  • Account Management
  • Revenue Generation
  • Client Services
  • Solutions Oriented
  • Negotiation
  • Property and Casualty Insurance
  • Licensed Insurance Agent
  • Critical Thinking
  • Microsoft Office
  • Google Drive

Certification

Bookkeeping

University of Phoenix, Tempe, AZ


Timeline

Sr. Insurance Agent/Underwriter

Progressive Insurance
08.2016 - 03.2023

Tax Advisor Specialist

Turbo Tax
03.2014 - 09.2016

Sr. Performance Facilitator

AT&T Mobility
01.2014 - 09.2016

Repurchase Analyst

Robert Half
02.2012 - 05.2013

Underwriter Risk Operations

KeyBank National Association
10.2008 - 04.2011

Associate of Arts - Accounting

University of Phoenix

Similar Profiles

CREATE PROFILE
Evette Davis