Experienced Property and Casualty Insurance Specialist successful at managing high caseloads in fast-paced environments. Organized, driven and adaptable with excellent planning and problem-solving abilities. Offering seven years of experience and willingness to take on any challenge.
Overview
7
7
years of professional experience
Work History
Insurance Customer Service Representative
Piedmont Triad Insurance Agency
08.2016 - Current
Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
Responded to customer requests for products, services, and company information.
Documented customer interactions and transactions for accurate, up-to-date records.
Fielded customer complaints, escalating complex issues to management for resolution.
Assisted customers with completing insurance documents to avoid missed information.
Advised customers on required information for claim submissions to progress applications.
Reviewed and adjusted customer coverage levels to address, identify, and resolve customer conflicts.
Liaised with insurance carriers to resolve billing errors and discrepancies.
Completed customer applications and updated records to reflect current information.
Adhered to underwriting, rating and compliance criteria and guidelines to determine associated financial risks.
Processed insurance policy cancellations and renewals quickly to meet call time targets.
Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
Posted payments to accounts and maintained records.
Insurance Sales Agent/Bilingual Sales Representative at Jackson Whaley Vreeland Agency/ Piedmont Triad InsInsurance Sales Agent/Bilingual Sales Representative at Jackson Whaley Vreeland Agency/ Piedmont Triad Ins