Work Preference
Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
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Jessica Dorr
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Jessica Dorr

Mooresville,NC

Work Preference

Job Search Status

Open to work

Work Type

Full TimePart TimeContract Work

Location Preference

Remote

Summary

Licensed North Carolina Property & Casualty Insurance professional with 15+ years of experience in insurance, residential and commercial real estate, client relationship management, and business operations. Proven success supporting clients through complex transactions, claims, and life events while delivering exceptional service in remote and fast-paced environments.

Overview

1
1
Certification
20
20
years of professional experience

Work History

Licensed P&C Insurance Agent & Account Manager

Catrina Milliman State Farm
Freeport, ME (Remote)
09.2023 - Current
  • Managed new and existing client accounts through policy servicing and coverage guidance.
  • Delivered quotes, endorsements, billing support, and account maintenance for various insurance products to enhance client experience.
  • Guided clients through auto, homeowners, and glass claims while liaising with adjusters.
  • Processed policy changes and payments accurately to ensure timely updates.
  • Enhanced customer satisfaction and retention through targeted training and tailored sales strategies.
  • Leveraged State Farm systems including eCRM, Outlook, Teams, Zoom, and Loom to streamline operations and improve service delivery.

Transaction Coordinator

Real T Smiths with Real Broker, LLC
Sarasota, FL (Remote)
05.2021 - 01.2023
  • Managed all documentation and deadlines involved in real estate transactions serving as liaison between agents, clients, attorneys, title companies & mortgage brokers during and after the closing process.
  • Maintained regular client communication throughout processes, facilitating smooth and accurate information flow from contract to closing.
  • Ensured compliance of contracts and paperwork with state and company regulations, reducing potential legal risks.
  • Coordinated management of property listings and client communications for real estate team.
  • Listed all properties on the MLS serving as liaison between agents, clients, photographers, stagers and all vendors.

Closing Coordinator

The Sarver Group at Keller Williams Realty
Cornelius, NC
02.2020 - 05.2021
  • Managed documentation and deadlines for real estate transactions, liaising between agents, clients, attorneys, and mortgage brokers to ensure smooth closing processes.
  • Handled compliance of contracts and paperwork, ensuring adherence to state and company regulations within required timelines.
  • Assisted Listing Manager by coordinating all incoming listings to streamline workflow.
  • Acted as liaison between agents, clients, photographers, stagers, and all vendors.
  • Contributed to real estate team operations to enhance overall efficiency.

Restaurant Manager

JJ Wasabis
Mooresville, NC
10.2016 - 02.2020
  • Directed initiatives to enhance store profitability, drive sales growth, improve guest satisfaction, and foster employee engagement.
  • Oversaw store operations, hiring and supervising staff, ensuring product and service quality, and maintaining financial health.
  • Addressed and resolved guest complaints to enhance customer experience and satisfaction.

Licensed Realtor

Jefferson Lewis Board of REALTORS
Watertown, NY
06.2010 - 01.2016
  • Acted as a licensed real estate associate broker, specializing in client transactions.
  • Worked with commercial and residential property clients, facilitating the entire real estate transaction.
  • Managed multiple clients in a fast-paced environment, resolving challenging situations to ensure smooth transactions.
  • Analyzed local property market trends to provide clients with informed advice on valuations and buying decisions.
  • Implemented marketing strategies, including events and social media, to effectively promote properties and attract new leads.

Sales Coordinator & Collections Manager

Christmas & Associates, Inc.
Camden, NY
08.2006 - 01.2010
  • Managed in-house loan collections to maintain cash flow and reduce overdue accounts.
  • Coordinated sales contracts and managed closings to ensure customer satisfaction.
  • Analyzed customer preferences to tailor sales strategies and improve engagement.
  • Maintained, analyzed, and tracked sales reports, in-house loans, structural permits & construction.
  • Managed operations for Land and Camp Company

Education

45 Hour Broker Qualifying Course -

PIRT
Watertown, NY
12-2013

REALTOR Code of Ethics & Professional Standards -

NYSAR
Watertown, NY
12-2013

75 Hour Real Estate Salesperson Qualifying Course -

PIRT
Watertown, NY
12-2011

Hotel & Restaurant Management -

Jefferson Community College
Watertown, NY
12-2002

High School Diploma -

South Jefferson Central School
Adams, NY
01-1999

Skills

  • Insurance Claim Processing
  • Property and casualty insurance
  • Skyslope
  • Dotloop
  • Docusign
  • BoomTown!
  • MS Office
  • Google Drive
  • Sisu
  • ACT!
  • ECRM
  • Account management
  • Sales quotes
  • Documentation management
  • Customer service excellence
  • Detail orientation
  • Organizational skills
  • Time management
  • Multitasking ability
  • Self-motivation
  • Goal-oriented
  • Effective communication skills
  • Relationship building
  • Adaptability skills
  • Professional ethics
  • Multitasking ability

Certification

  • Licensed Property & Casualty Insurance License, NC, ME, NH 2023-Current
  • Licensed Real Estate Associate Broker, NY 2010-2016
  • Military Relocation Professional (MRP) Certification
  • H.O.M.E.S. Certification (Housing Our Military with Excellent Service)

Accomplishments

  • Top Producer - NY Real Estate Associate Broker, 2013-2016

Timeline

Licensed P&C Insurance Agent & Account Manager

Catrina Milliman State Farm
09.2023 - Current

Transaction Coordinator

Real T Smiths with Real Broker, LLC
05.2021 - 01.2023

Closing Coordinator

The Sarver Group at Keller Williams Realty
02.2020 - 05.2021

Restaurant Manager

JJ Wasabis
10.2016 - 02.2020

Licensed Realtor

Jefferson Lewis Board of REALTORS
06.2010 - 01.2016

Sales Coordinator & Collections Manager

Christmas & Associates, Inc.
08.2006 - 01.2010

45 Hour Broker Qualifying Course -

PIRT

REALTOR Code of Ethics & Professional Standards -

NYSAR

75 Hour Real Estate Salesperson Qualifying Course -

PIRT

Hotel & Restaurant Management -

Jefferson Community College

High School Diploma -

South Jefferson Central School
Jessica Dorr