Jacklyn Moore
Safepoint Insurance MGA
Tampa
1
Certification
8
years of professional experience
Results-oriented Underwriter experienced in underwriting guidelines and customer service. Enhanced client satisfaction and streamlined processes through effective communication and adaptability. Delivered tailored recommendations and precise policy decisions by leveraging analytical skills and knowledge of industry standards.
Work History
Underwriting Associate
2 Years 10 Months- Responded to customer requests via telephone and email and effectively answered questions and inquiries.
- Copied, logged and scanned supporting documentation and placed all information in client files.
- Entered payments, account information and call logs into system.
- Studied insurance industry changes, remaining up-to-date with latest trends and protocols.
Travel Consultant
1 Year- Developed tailored travel itineraries to meet client preferences and budgets.
- Facilitated bookings using CRM software, ensuring accuracy and timely confirmations.
- Provided exceptional customer service, addressing inquiries and resolving issues effectively.
- Collaborated with vendors to secure competitive rates for accommodations and transportation.
- Boosted customer satisfaction by providing tailored travel recommendations and personalized services.
Property and Casualty Insurance Agent
6 Months- Facilitated client consultations to assess insurance needs and recommend appropriate coverage options.
- Developed personalized insurance quotes using comprehensive risk assessments and policy analysis.
- Managed client accounts, ensuring timely renewals and updates for optimal coverage solutions.
- Collaborated with underwriters to process applications efficiently while maintaining compliance with regulations.
Customer Service and Sales Expert
3 Years 2 Months- Developed and executed sales strategies to enhance customer engagement and retention.
- Built rapport with customers and assessed needs to make product recommendations and upsell.
- Educated customers about product features and benefits to aid in selecting best options for each individual's needs.
- Developed strong product knowledge, effectively communicating features and benefits to customers for informed decision making.
- Improved overall customer satisfaction by providing exceptional service and addressing concerns promptly.
Education
Associate of Science - Liberal Arts and Sciences
- 3,8 GPA
- Study Abroad: [Italy], [Italian]
Skills
Underwriting guidelines
Microsoft Office
Customer service
Time management
Underwriting compliance
Effective communication
Active listening
Adaptability and flexibility
Certification
- Licensed Life Incl Var Annuity & Health 0215
- Personal Lines Agent 2044
Timeline
Underwriting Associate
Safepoint Insurance MGA
10.2023 - CurrentRead More
Travel Consultant
American Express
03.2022 - 03.2023Read More
Property and Casualty Insurance Agent
Mike Foley State Farm
08.2021 - 02.2022Read More
Customer Service and Sales Expert
Auto Club Group AAA
05.2018 - 07.2021Read More
Borough of Manhattan Community College
Associate of Science from Liberal Arts and Sciences
Read More