Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Karen L. Agustin

625 Acosta Rd. Apt 16 Anthony ,NM

Summary

P&C Licensed Professional in search of an opportunity with an experienced and successful company in which I can collaborate as part of a team and make the best use of my skills. Offering expertise in insurance data analysis, professional customer service, training of new hires, audit reviews, state communications, and call center management. Competent in team building, process optimization, project management, and leadership to inspire and drive worker engagement. able to recognize opportunities and talents in employees. Self-driven to overcome obstacles, fulfill deadlines, and increase output.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Sr. Audit Specialist

Automatic Data Processing, Inc.,
04.2020 - Current
  • Review audit inconsistencies, control, operating, and review of other records in accounts with 100+ employees to determine the accuracy of the company's audit results.
  • Identified potential fraud risks, implementing preventative measures to safeguard company assets and maintain financial integrity.
  • Conducted comprehensive training sessions for current staff members and external hires, enhancing their understanding of internal processes and promoting adherence to state rules for workers compensation policies.
  • engaged in numerous projects aimed at enhancing the business, particularly the ease of client platforms, in order to be innovative and keep up with the latest technology.
  • Assisted and addressed issues for upper management regarding corporate escalations, carrier relationships, and client accounts needing resolution regardless of their size.
  • successfully finished designated tasks on time and regularly handled several queues with more than 800 active cases, maintaining a balanced workload to guarantee on-time project delivery. without compromising excellence or attention to detail.

Sr. Insurance Service Consultant

Automatic Data Processing, Inc.,
08.2018 - 04.2020
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  • Generating certificates and endorsements for existing policies; maintaining records of active workers' compensation and business owner's policies.
  • Training clients on NCCI rules, clarification of local regulations, and aid in adhering to state guidelines.
  • Handling 20-30 daily phone calls, focusing on maintaining and servicing client insurance policies as a knowledgeable professional.
  • Produced and developed many group presentations involving 20+ members to aid in meeting monthly goals and enhancing efficiency in daily required task.
  • Aided in managing significant accounts worth more than $1,000,000 in payroll for renewals and utilized critical thinking to address customer concerns.
  • Provided training to new employees and taught them about fundamental regulations on worker compensation.

Auto Insurance Agent

Fred Loya Insurance
03.2017 - 08.2018
  • Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
  • Find potential clients through networking to expand clientele and build lists of new customers.
  • Provided exceptional service through timely follow-ups with clients, keeping them informed throughout the claims process.
  • Examine the property, including its overall state, construction type, age, and other features, to determine its suitability as an insurance risk.
  • Educated clients on available auto insurance products, empowering them to make informed decisions regarding their coverage options.
  • Ensured accurate policy administration by diligently reviewing and updating client information, reducing errors in coverage.

Education

High School Diploma -

Gadsden High School
Anthony, NM
05.2009

Skills

  • Problem Solving
  • Efficient in Spanish-English (bilingual)
  • Skilled in Adobe, One-Note, Microsoft Word, and Excel
  • Excellent time management
  • Strong Verbal and Written Communication Skills
  • Teamwork and Collaboration
  • Multitasking
  • Adaptability and Flexibility
  • Decision-Making

Certification

Property & Casualty License active and current effective 2018

License # 18388074

Timeline

Sr. Audit Specialist

Automatic Data Processing, Inc.,
04.2020 - Current

Sr. Insurance Service Consultant

Automatic Data Processing, Inc.,
08.2018 - 04.2020

Auto Insurance Agent

Fred Loya Insurance
03.2017 - 08.2018

High School Diploma -

Gadsden High School

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Karen L. Agustin