Jason Derby

-Demonstrated proficiency in telephone member service in diverse settings including call centers and remote operations.

- Assisted members with quoting, issuing, and servicing personal lines insurance, including Auto, Homeowners, Jewelry, Umbrella, Boat and Flood.

-Provided appropriate advice and solutions for the specific needs of the member. Solicited sales of new or additional services and products. Participated in multiple projects to test new designs and processes to help improve member service experience.

Processed and finalized new auto and homeowners policies, ensuring comprehensive coverage for prospective clients.

-Collaborated with various insurance providers to assess and secure best value solutions tailored to customer needs.

-Updated and monitored sales tracker to provide real-time insights on completed transactions and follow-up activities.

-Adapted to virtual work settings, maintaining collaboration and efficiency in task execution.

-Managed 40+ member calls per day

-Executed issuance and modification of flood policies to ensure compliance with regulatory standards.

-Analyzed and communicated key features, benefits, and federal mandates associated with flood insurance to ensure informed decision-making.

-Fulfilled payment processing calls, ensuring accuracy and efficiency in transaction handling.

-Evaluated and assessed commercial and farm risks in accordance with established procedures and best practices.

-Executed rating and coding processes for quotes related to new business, renewals, and amendments.

-Facilitated communication with agents and underwriters to ensure compliance and accuracy of submitted documents.

-Ensured compliance with state-specific processing procedures and pricing guidelines to uphold eligibility standards.