Joseph Burk
St. Louis,MO
Summary
Highly-motivated and organized employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively and quickly mastering new skills.
Overview
10
10
years of professional experience
Work History
Builder's Risk Broker
Aon Risk Services
St. Louis , MO
2022.04 - Current
- Established customer rapport to quickly mitigate problems while complying with established support processes and procedures.
- Received, prioritized and responded to multiple points of customer communication.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Provided exceptional customer service by responding promptly to phone calls and emails from customers.
- Developed insurance policies and programs to meet customer needs.
- Researched coverage and premium options and supplied clients with best coverage available for individual needs.
- Obtained CIC (Certified Insurance Counselor) designation in 2022.
Account Specialist
Aon Risk Services
St. Louis , MO
2017.03 - 2022.04
- Account Management of multiple accounts, primarily focused on Builders Risk insurance
- Develop summaries of insurance and proposals as needed
- Manages client open items list and ad-hoc requests and communicates effectively with clients to process requests in a timely fashion
- Promoted to Account Specialist II in 2021
- Obtained CRIS (Construction Risk Insurance Specialist) designation in 2018
- Review certificates of insurance and applicable endorsements for clients.
- Reviewed invoices prior to payment processing for accuracy and completeness of information provided.
Select Account Manager
Hogan Insurance Group
St. Louis , MO
2016.04 - 2017.03
- Provides service and routine maintenance for client’s insurance accounts
- Issuing time sensitive documents such as certificates of insurance and Auto ID cards through Applied TAM and CSR 24 systems
- Review insurance contracts for requirements of insurance (construction, landlord, etc.) Prepares summaries of insurance and proposals as needed
- Market new and renewal accounts with carriers
- Reviews and verifies accuracy of policies, endorsements and audits, making corrections as necessary
- Processes incoming mail and phone inquiries from clients and carries, responding promptly.
Assistant Underwriter
Burns & Wilcox
St. Louis , MO
2013.10 - 2016.03
- Bind risk, post the invoice and process technical data into agency management systems and on-line formats
- Maintain producer files including distribution of marketing brochures and mailing contract information to new producers
- Handle endorsement requests and referrals to the underwriter as necessary
- Reviewed policy documents to ensure compliance with applicable regulations and guidelines.
- Acquired my Missouri Insurance License in Property, Casualty, Life and Health.
Education
Bachelor of Science - History Education
Missouri State University
Springfield, MO05.2013
Skills
- Documentation Abilities
- Relationship Management
- Direct Marketing
- Policyholder Communication
- Account Management
- Property and Casualty Insurance
- Underwriter Collaboration
- Customer Service
Timeline
Builder's Risk Broker
Aon Risk Services
2022.04 - Current
Account Specialist
Aon Risk Services
2017.03 - 2022.04
Select Account Manager
Hogan Insurance Group
2016.04 - 2017.03
Assistant Underwriter
Burns & Wilcox
2013.10 - 2016.03
Bachelor of Science - History Education
Missouri State University
Similar Profiles
Itza N. GonzalezItza N. Gonzalez
Account Specialist II at Aon Risk ServicesAccount Specialist II at Aon Risk Services
NAYSA PINNIXNAYSA PINNIX
Customer Service Agent at Aon Risk ServicesCustomer Service Agent at Aon Risk Services
Tina GordonTina Gordon
Operations Specialist II at Aon Business ServicesOperations Specialist II at Aon Business Services