Hardworking Insurance Broker with 8 years of experience and a deep knowledge of various insurance products.
Overview
17
17
years of professional experience
Work History
Insurance Broker
Skyline Insurance Agency
09.2015 - Current
Quote new business using QQRater.
Utilize knowledge of underwriting guidelines to match perspective carrier to insured. Present to client and offer bundling options or other useful products.
Issue quoted policies, collect payment of premiums, and obtain required signatures or rejections.
Review renewals 1-2 months in advance, contact insureds with any increases in premiums, discuss coverage options and requote as needed.
Maintain client contact information, document interactions and attach signed applications/rejections in QQCatalyst CRM system.
Process monthly installments, endorsements, renewals, cancellation requests and reinstatements.
Support other brokers in agency with client questions or quote options.
Patient Registration Representative
Santa Rosa Hospital
07.2011 - 09.2012
Explained financial responsibilities to patients as well as payment options
Verified Insurance benefits and collected co-pays
Obtain signatures for consent of treatment
Secured patient privacy by learning and following HIPAA regulations
Maintained clean and organized workspaces to promote smooth operation and easy access to patient information.
Licensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCYLicensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCY