Jordan Meredith
Summary
Dedicated and results-oriented insurance professional with a background in commercial underwriting and account management. Adept at evaluating risks, analyzing policies, and ensuring optimal coverage for clients. Proven expertise in client relationship management, consistently exceeding expectations in account retention and fostering long-term partnerships. Possesses excellent communication and negotiation skills, with a keen ability to explain complex policy details clearly. Proficient in utilizing insurance software and staying abreast of industry regulations to ensure compliance. Demonstrates exceptional analytical and problem-solving abilities, making data-driven decisions for effective risk assessment. Committed to upholding the highest ethical standards while delivering outstanding customer service. Adaptable and detail-oriented, with a track record of meeting tight deadlines and handling multiple tasks simultaneously. Passionate about staying informed on industry trends and embracing new technologies to enhance overall efficiency. A collaborative team player who thrives in dynamic and challenging environments.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Account Manager
Alliant Insurance Services
08.2022 - Current
- Supports Producer in developing new business opportunities for existing clients and prospects
- Analyzes and compares current exposures and develops renewal or new business specifications for marketing
- Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy.
Underwriting Associate
Western National Insurance
03.2021 - 08.2022
- Assists underwriters in the daily underwriting and processing of new and renewal business, endorsements, and premium audit transactions
- Use established practices, processes, and procedures to renew and write new policies based on underwriting authority level
- Makes decisions and recommendations for varied situations while applying judgement to interpret related information, policies, and procedures.
Account Representative- Lead
Alliant Insurance
04.2019 - 03.2021
- Extensive data entry with endorsements, proofs of insurance, policies, and correspondence
- Mentoring and training new hires during their first 30 days and acting as continuing support
- Helping create workflows that expedite processes to benefit our clients and service team
- Acting as a liaison between insured, carrier and producer.
Customer Service Rep, CI, CSO Assigned Risk Workers Compensation
Liberty Mutual Insurance
01.2017 - 04.2019
- Answering high volume customer calls daily regarding various service requests within a designated service time
- Processing and uploading email requests regarding policy changes and questions per state guidelines
- Mentoring new hires during their first 90 days regarding procedures, training etc.
Auto Claims Resolution Representative
Liberty Mutual Insurance
05.2016 - 01.2017
- Express claims adjuster specializing in automobile claims
- Processing and evaluating low-mid complex auto claims daily for Western Region.
Claims Customer Care Representative
Liberty Mutual Insurance
06.2015 - 05.2016
- Answering customer calls regarding first notice of loss for home and auto claims
- ECS monitor, making outbound calls for claims needing emergency services
- Leading stand up meetings and weekly team huddles and mentoring new hires.
Education
East Valley Highschool
Spokane Valley, WA2010
Skills
- Customer Service
- Documentation and Reporting
- Goals and Performance
- Microsoft Applications
- Risk assessment
- Client relationship management
- Effective verbal and written communication
- Negotiation skills
- Knowledge of insurance regulations
- Applied Epic Systems
- Salesforce
- Team Training
Certification
P&C Insurance Licensed - WAOIC# 1030033
CPCU Designation – In Progress
Timeline
Account Manager
Alliant Insurance Services
08.2022 - Current
Underwriting Associate
Western National Insurance
03.2021 - 08.2022
Account Representative- Lead
Alliant Insurance
04.2019 - 03.2021
Customer Service Rep, CI, CSO Assigned Risk Workers Compensation
Liberty Mutual Insurance
01.2017 - 04.2019
Auto Claims Resolution Representative
Liberty Mutual Insurance
05.2016 - 01.2017
Claims Customer Care Representative
Liberty Mutual Insurance
06.2015 - 05.2016
East Valley Highschool