Joan Bean
Elmore,AL
Summary
Dynamic insurance professional with a proven track record at Starke Agency LLC, excelling in client relationship management and risk assessment. Demonstrated expertise in managing personal lines, achieving maximum retention and high customer satisfaction. Proficient in policy analysis and underwriting, consistently delivering tailored solutions that address evolving client needs. Aiming to leverage skills to further enhance customer engagement and risk mitigation strategies.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Personal Lines Manager/Private Client Advisor
Starke Agency LLC.
Montgomery, AL
10.2022 - 03.2025
- Verified maximum retention of assigned personal lines book of business.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Processed, maintained, and prepared new and renewal accounts.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Managed personal lines transactions and group activities.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Identified opportunities for process improvement and cost savings initiatives.
- Developed protocols to monitor renewals and cancellation alerts to reduce E & O risk.
Field Underwriter/District Manager
Equis Financial
Montgomery, AL
01.2019 - 10.2022
- Interpreted underwriting guidelines and assessed risks according to company policies.
- Gathered and analyzed information to determine risk acceptability.
- Solicited and evaluated insurance applications to approve or decline risks based on company guidelines.
- Provided recommendations for risk management and insurance coverage.
Education
Some College (No Degree) - Business Administration
Kirkwood Community College
Cedar Rapids, IASkills
- Client relationship management
- Insurance underwriting
- Policy analysis
- Risk assessment
- Claim management
- Data analysis
Certification
- Property and Casualty Insurance License Expires 1/30/2027
- Life and Health Insurance License Expires 1/30/2027
- CISR Elite
- Currently Working Towards CIC
- Certified Pharmacy Technician
Timeline
Personal Lines Manager/Private Client Advisor
Starke Agency LLC.
10.2022 - 03.2025
Field Underwriter/District Manager
Equis Financial
01.2019 - 10.2022
Some College (No Degree) - Business Administration
Kirkwood Community College
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