Jocelyn Woo
Lead Insurance Agent & Underwriter
Tucson,AZ
Summary
Successful and seasoned Insurance Underwriter with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and liability advice, and delivering outstanding service.
Overview
14
14
years of professional experience
5
5
years of post-secondary education
Work History
Lead Insurance Agent & Underwriter
GEICO
Tucson, AZ
11.2015 - Current
- Responded to customer calls swiftly to resolve issues and answer questions.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Upsold additional products and services after identifying customer needs and requirements.
- Reviewed credit reports, financial statements and transactions to verify accuracy and completeness.
- Trained and delivered feedback to Number-person underwriting team by coaching subordinates on underwriting policies and decisions.
- Monitored underwriting teams' performance and provided mentoring to achieve personal and department production goals.
- Identified issues, analyzed information and provided solutions to problems.
Dog Groomer
Pet Smart Corporate Office
Oceanside, California
02.2013 - 12.2015
- Spoke to customers regarding lodging, grooming, daycare services and pricing and cross-sold additional items.
- Contributed to client retention by consistently providing outstanding customer service to both clients and pets.
- Greeted pet owners and went over available services, outlined costs and determined special needs of animals under care.
- Trimmed nails using clippers and grinders.
- Washed, trimmed and brushed animals to maintain good grooming standards.
- Monitored animals for behavioral problems and signs of health issues.
Lead Customer Service Representative
Big 5 Sporting Goods
Vista , CA
12.2011 - 01.2013
- Boosted team spirit and performance by communicating clear service expectations and quality goals to each team member.
- Resolved concerns with products or services to help with retention and drive sales.
- Engaged clients in person and over phone to answer questions and address complaints.
- Helped operators handle incoming calls and managed escalated needs with targeted resolutions.
- Conferred with senior management to handle and correct disciplinary or knowledge issues.
- Identified opportunities to streamline processes by targeting areas of inefficiency and implementing improvements.
- Trained, oversaw and mentored new team members to strengthen performance and job expertise.
- Communicated professionally with colleagues, freelancers and clients.
- Calculated correct order totals, updated accounts and maintained detailed records for inventory management.
Inventory Specialist
Stater Brothers
Vista, California
02.2008 - 02.2011
- Realigned production schedules to factor in changing conditions such as materials shortages and evolving designs.
- Performed data entry and completed proper paperwork.
- Prepared new and backstock merchandise for transfer to sales floor by tagging with security markers and pricing information.
- Maintained and organized inventory receipts and processed changes to reduce process lags.
- Recorded adjustments, pallet audits and tracked discrepancies.
- Resolved concerns with products or services to help with retention and drive sales.
- Processed orders, credits and tracked returns.
Education
High School Diploma -
Guajome Park Academy
Vista, CA 08.2006 - 05.2010
N/A - Business Administration
Palomar College
San Marcos, CA 01.2011 - 01.2012
Skills
Underwriting and adjustments
undefinedAccomplishments
- Achieved top 5% productivity result through effectively helping with auditing underwriting tasks.
- Supervised team of 12 staff members.
- Collaborated with team of 12 in the development of underwriting flow charts to maintain efficiency at a regional level while still maintains compliance with state insurance laws.
Timeline
Lead Insurance Agent & Underwriter
GEICO
11.2015 - Current
Dog Groomer
Pet Smart Corporate Office
02.2013 - 12.2015
Lead Customer Service Representative
Big 5 Sporting Goods
12.2011 - 01.2013
N/A - Business Administration
Palomar College
01.2011 - 01.2012
Inventory Specialist
Stater Brothers
02.2008 - 02.2011
High School Diploma -
Guajome Park Academy
08.2006 - 05.2010
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