Jania M. Green
Dallas,GA
Summary
Licensed Property & Casualty Insurance Agent experienced in advising business clients on tailored commercial coverage solutions and managing policy renewals in high-volume remote environments. Enhanced client retention and satisfaction through effective risk assessment, compliance management, and strong relationship building. Promoted from Customer Call Representative to Insurance Agent, reflecting solid performance and in-depth product knowledge.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Insurance Agent (Commercial Lines)
TIVLY
01.2024 - Current
- Advise business clients nationwide on commercial insurance coverage including general liability, workers' compensation, property and professional liability.
- Assess business exposures and recommend appropriate coverage solutions.
- Managed policy renewals and updates for existing clients effectively.
- Generate quotes and guide clients through application and binding processes in a fully remote environment.
- Maintain accurate documentation in CRM and policy management systems.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Customer Call Representative
TIVLY
01.2022 - 01.2024
- Handled high-volume inbound calls to assist clients with insurance inquiries and account updates, ensuring timely and accurate responses.
- Documented interaction notes and maintained CRM records to facilitate effective follow-up and service continuity.
- Routed qualified prospects to licensed agents, streamlining the quoting process to enhance client experience.
- Consistently met performance metrics in a fast-paced remote setting.
Disclosure Desk Specialist
Equity Prime Mortgage
01.2020 - 01.2021
- Reviewed and corrected loan files in Encompass, ensuring adherence to regulatory compliance standards.
- Processed FHA, Conventional, USDA, and VA loans from origination to pre-closing, facilitating timely and accurate loan closings.
- Reviewed loan disclosures for accuracy and compliance with regulations.
- Prepared and processed closing documents for mortgage transactions.
- Communicated with clients to clarify disclosure information and requirements.
Call Center Representative
The Echelon Group
01.2019 - 01.2020
- Managed 40+ daily calls, providing assistance with mortgage servicing inquiries to enhance customer experience.
- Addressed account concerns while ensuring accurate system documentation to support operational integrity.
- Provided exceptional customer service by addressing inquiries and resolving issues.
- Managed high-volume calls while maintaining professionalism and composure.
- Utilized CRM software to log interactions and track customer information.
Education
Bachelor of Science - Communication (Media Studies)
Kennesaw State University
Kennesaw, GASkills
- Commercial Lines Insurance
- General Liability
- Workers' Compensation
- Professional Liability
- Risk Exposure Assessment
- Quote generation
- Business renewals
- Policy servicing
- CRM systems
- Compliance & Documentation Review
- Attention to detail
- Customer service
- Remote Client Management
Certification
Georgia Property & Casualty Insurance License, Active and in Good Standing
Timeline
Insurance Agent (Commercial Lines)
TIVLY
01.2024 - Current
Customer Call Representative
TIVLY
01.2022 - 01.2024
Disclosure Desk Specialist
Equity Prime Mortgage
01.2020 - 01.2021
Call Center Representative
The Echelon Group
01.2019 - 01.2020
Bachelor of Science - Communication (Media Studies)
Kennesaw State University