Jenna Beavers
Sacramento,CA
Summary
Experienced Surety Producer with expertise in client relations, financial data analysis, and supporting underwriting decisions. Adept at synthesizing financial information, managing client communications, and overseeing account management. Proven ability to lead processors and ensure the timely handling of tasks and accounts. Seeking to transition into an analyst role or a position in Learning & Leadership Development to leverage strong communication and analytical skills. Committed to pursuing opportunities for growth and stability in a supportive environment.
Experienced Surety Producer with deep expertise in client relations, financial data analysis, and underwriting support. Adept at leveraging policy knowledge and customer service skills to exceed client expectations and meet operational objectives. Excelled in a competitive environment by ensuring compliance with insurance laws, enhancing client relations, and managing accounts efficiently. Proficient in synthesizing financial information, managing client communications, and lead a processor team. Seeking to transition into an analyst role or a position in Learning & Leadership Development to leverage strong communication and analytical skills. Committed to pursuing opportunities for growth and stability in a supportive environment.
Overview
10
10
years of professional experience
Work History
Surety Insurance Producer
AssuredPartners
11.2019 - Current
- Provided detailed information about company insurance products.
- Worked in high-volume, competitive sales environment
- Managed approximately 10 incoming calls, 130 emails and 7-15 new applications per day from customers.
- Maintained high standards of customer service by building relationships with clients.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
Surety Insurance Producer
Surety Solutions Insurance Services
06.2017 - 11.2019
- Provided information on features, policies and relative advantages to promote insurance packages.
- Adhered to all regulations for insurance sales.
- Provided detailed information about company insurance products.
- Worked in high-volume, competitive sales environment.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Calculated premiums and established payment methods for sales.
Behavioral Interventionist
Intercare Therapy, Inc.
06.2016 - 03.2017
- Collaborated with team members, school personnel and family members to develop individual plans of care for students.
- Signed diagnostic assessments and individual plans of care to initiate client treatments.
- Offered crisis counseling and intervention at school, home and in community to support student needs.
- Improved behaviors through modeling, role-playing and other effective strategies.
- Developed intervention plans based on established guidelines and individual needs.
- Completed observations of students in classroom and social situations.
- Met with teachers to establish goals for students in intervention program.
- Maintained records of ongoing assessments and documentation of updates.
- Mediated conflicts through structured sessions.
- Helped students build skills to navigate typical academic and social situations.
- Developed and implemented behavior management plans to improve student behavior.
- Developed Individual Education Plans for students with special needs.
- Conducted assessments of students to determine individual needs.
- Provided emotional support to students and families.
- Coordinated regular meetings to share and analyze student performance data and success plans with colleagues and parents.
- Mentored new teachers on student progress monitoring and legal document preparation.
Head Tutor
Azusa, Reads, Writes, & Counts
05.2014 - 05.2016
- Collaborated with students to complete homework assignments, identify lagging skills, and correct weaknesses.
- Provided homework assistance using specific curriculum and materials.
- Tutored diverse groups of students to strengthen subject comprehension, boost confidence and build important learning skills.
- Facilitated small group and one-on-one tutoring sessions focusing on academic subject areas.
- Collaborated with teachers, administrators and parents to determine how best to support student success.
- Maintained records of student assessments, tutoring activities and results.
- Led tutoring workshops for groups of students with related tutoring needs.
- Monitored student progress and provided feedback and support.
Education
Bachelor of Arts - Philosophy And Theology
Azusa Pacific University
Azusa, CA05.2016
Skills
- Communication Skills: Active listening and clarity in presenting findings
- Client Relations: Managing relationships with clients and understanding their needs and behaviors
- Analytical skills: Ability to analyze data and extra actionable insights and options
- Regulatory Knowledge: Understanding and navigating industry regulations
- Problem-Solving: Addressing issues and finding solutions related to bonds and surety, supported by a passion for research and learning
- Policy Analysis: Evaluating and interpreting insurance policies to provide actionable recommendations and ensure compliance
- Customer Service: Delivering exceptional support, resolving client issues, and maintaining high satisfaction levels
- Account Management: Overseeing client accounts, coordinating activities, and ensuring timely and accurate bond issuance
- Legal Codes
- Quotes and sales
- Licensed Insurance Agent
- Email Marketing
- Microsoft Word, Excel, Powerpoint, Outlook
- Fluent in Bond Pro (Software)
Timeline
Surety Insurance Producer
AssuredPartners
11.2019 - Current
Surety Insurance Producer
Surety Solutions Insurance Services
06.2017 - 11.2019
Behavioral Interventionist
Intercare Therapy, Inc.
06.2016 - 03.2017
Head Tutor
Azusa, Reads, Writes, & Counts
05.2014 - 05.2016
Bachelor of Arts - Philosophy And Theology
Azusa Pacific University
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