Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Helesha Hailey

Humble,TX

Summary

Results-driven Licensed Insurance Professional experienced in general lines insurance, including Life, Health, Property, and Casualty. Expert in negotiating sales to foster customer loyalty and drive company revenues. Highly skilled in public relations, project organization, prioritization, and event coordination. Proficient with ATS systems and adept at rapidly learning new processes. Thrives in dynamic work environments.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Senior UNDERWRITER -PERSONAL LINE

LINDA INSURANCE, LLC
11.2022 - 03.2024
  • Assessed the quality and profitability of existing business in accordance with company underwriting guidelines and objectives, within assigned authority limits
  • Managed assigned territory, ensuring accurate and timely completion of renewals, endorsements, claim reviews, and related transactions
  • Promoted and cross-sold specialty insurance programs to current and prospective customers, highlighting benefits and value
  • Contributed to team meetings to enhance unit effectiveness and discuss company strategies
  • Provided professional, timely, and courteous customer service to agents, policyholders, team members, and other departments
  • Recommended actions on selected risks to the Underwriting Team Supervisor for cases beyond assigned authority
  • Collected, maintained, and analyzed data to support informed underwriting decisions
  • Assisted in resolving coverage issues, audits, endorsements, accounting queries, claims, and marketing concerns as needed.

ASSOCIATE UNDERWRITER-PERSONAL LINE

AMWINS
08.2021 - 08.2022
  • Provided support to an E&S and admitted HNW Personal Lines accounts
  • Reviewing submissions information required to issue new or renewal quotes
  • Rating and preparation of new or renewal quotes as directed by Underwriter
  • Review and handling of inspection recommendations and discrepancies
  • Monitoring various reports for consistence & policy endorsement processing, including audits
  • Assist in accounting procedures such as invoicing
  • Data entry into multiple internet-based systems and ATS system
  • Use Microsoft Office software, (e.g
  • Outlook, Word, and Excel)
  • Answer incoming calls and worked on.

PERSONAL LINE TECHNICAL ASSISTANCE

DEAN & DRAPER
05.2019 - 12.2020
  • Personal Lines Property & Casualty Insurance quoting, generating new files in data system
  • General office duties daily Maintained excel Spreadsheet for all agent’s renewal and retention book of business
  • Service, sales, and retention of new and existing client’s policies and account development
  • Assist account managers requests for information, documents, and general insurance inquiries
  • Prepare applications for new and remarket submissions to appropriate carriers and follow-ups on quotes and policies.

ACCOUNT MANAGER

USI
07.2017 - 03.2019
  • Responsible for the service, sales, and retention of new and existing client’s policies and account development in the southwest region (Texas, Arizona, California, New Mexico, Colorado)
  • Respond to client requests for information, documents, and general insurance inquiries
  • Handle all aspects of Personal Lines Property & Casualty Insurance while taking a high volume of calls
  • Prepare applications for new and remarket submissions to appropriate carriers and follow-ups for quotes and policies
  • Maintain assigned client files and respond to underwriters' question and Refer clients to carriers for direct reporting of claims.

SALES & SERVICE ADVOCATE

NATIONWIDE INSURANCE
01.2010 - 12.2016
  • Over the past 85 years, focusing on customers and valuing people have helped Nationwide become one of the largest insurances and financial services companies in the world
  • Maintains the company’s current book of business of new and existing customers
  • Negotiates Cross sale and up sale opportunities to new and existing customer, service policies, customer inbound calls, and email communications
  • Marketing strategies for Markets Centers of Influence (COI) new business.

CUSTOMER SERVICE & SALES AGENT

INSURANCE CORNER SERVICE LLC.
01.2001 - 01.2010
  • Managed Office Operations in absence of Owner (CEO) sold Auto, Home, Flood, Motorcycle, Boat, & RV Insurance to customers
  • Created quotes that were affordable and negotiated sales to new and existing customers
  • Managed multiple service policies premiums on file and heavy inbound calls within the department.

Education

Associate of Arts in Business Administration -

Lone Star College | Texas Southern University
Houston, TX

Skills

  • PROPERTY & CASUALTY LICENSE
  • LIFE & HEALTH LICENSE
  • CREATE PRESENTATIONS
  • RELATIONSHIP BUILDING
  • NEGOTIATION STRATEGIES
  • POLICY MANAGEMENT
  • DATA ANALYSIS
  • TEAM COLLABORATION
  • MARKETING
  • ATS SYSTEMS
  • MICROSOFT WORD
  • EXCEL
  • POWERPOINT
  • PUBLISHER

Certification

  • General Lines License Property & Casualty
  • Life, Accident, Health Lic.

Timeline

Senior UNDERWRITER -PERSONAL LINE

LINDA INSURANCE, LLC
11.2022 - 03.2024

ASSOCIATE UNDERWRITER-PERSONAL LINE

AMWINS
08.2021 - 08.2022

PERSONAL LINE TECHNICAL ASSISTANCE

DEAN & DRAPER
05.2019 - 12.2020

ACCOUNT MANAGER

USI
07.2017 - 03.2019

SALES & SERVICE ADVOCATE

NATIONWIDE INSURANCE
01.2010 - 12.2016

CUSTOMER SERVICE & SALES AGENT

INSURANCE CORNER SERVICE LLC.
01.2001 - 01.2010

Associate of Arts in Business Administration -

Lone Star College | Texas Southern University

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