Summary
Overview
Work History
Education
Skills
Personal Information
References
Timeline
Generic

Lasha Jackson

Dallas

Summary

Customer Service Representative with 16 years of experience in managing auto business ratings and endorsements, ensuring high service standards and compliance. Business-minded Financial Counselor known for successfully managing high level of patient accounts. Determined employee with over 4+ years experience in financial counseling processing financial forms and obtaining referrals and other health documentation. Remains calm and poised in all types of situations.

Overview

16
16
years of professional experience

Work History

Underwriter

Chubb Insurance Company
12.2018 - Current
  • Manage auto business ratings and endorsements, ensuring timely and accurate policy documentation
  • Coordinate with underwriters to confirm data for policy issuance, enhancing service standards
  • Prepare quotations, binders, and policies as directed, maintaining high productivity in a fastpaced environment
  • Conduct account inquiries and process work orders, delivering quality internal customer service
  • Respond promptly to broker requests, ensuring compliance with company policies and improving client satisfaction
  • Streamlined policy issuance process, enhancing accuracy and compliance while managing highvolume transactions to meet business demands
  • Optimized auto business ratings and registrations, significantly reducing processing time and improving overall efficiency in policy management
  • Ensured meticulous documentation and timely response to broker requests, maintaining exceptional service standards and underwriting information integrity
  • Fostered effective communication with underwriters, facilitating seamless data exchange for policy issuance and servicing, enhancing team productivity
  • Implemented refined workflows for processing work orders, balancing quality and productivity to deliver superior internal customer service in a dynamic environment
  • Optimize auto business ratings and endorsements, ensuring precise policy documentation while managing high-volume transactions to meet evolving business demands
  • Streamline policy issuance process, significantly reducing processing time and improving overall efficiency in auto business ratings and registrations

Customer Service Representative

Chubb
09.2013 - 12.2018


  • Maintained up-to-date knowledge of product and service changes.
  • · Handle ratings and registration of auto business and endorsements.
  • · Identify forms and endorsements used in policy construction.
  • · Handle general correspondence and renewal letters.
  • · Maintain service standards by timely response to broker requests and timely receipt of underwriting information.
  • · Communicate with underwriters to confirm or obtain data needed for policy issuance and servicing.
  • · Prepare at the direction of the UAA quotations, binders and or policies.
  • · Conduct account inquiries in various systems.
  • · Conduct account inquiries in various systems.
  • · Processing assigned work orders through assigned work queue according to defined workflows and guidelines to deliver a quality product and internal customer service.
  • · Ability to balance both quality and productivity expectations within a high-volume transactional work environment to meet business inventory demands.

Financial Advisor

Medical City Dallas Hospital
08.2009 - 09.2013
  • Discussed financial and insurance options with patients.
  • Screened patients with financial needs to determine assistance choices.
  • Updated accounts with latest patient, payment and insurance information.
  • Followed up with patients and families to obtain additional information.
  • Applied administrative knowledge and courtesy to explain procedures and services to patients.
  • Greeted and assisted patients with check-in procedures.
  • Delivered support to medical staff in completion of patient paperwork.
  • Engaged with patients to provide critical information.
  • Verified patient insurance eligibility and entered patient information into system.
  • Followed document protocols to safeguard confidentiality of patient records.
  • Provided excellent customer service to patients and medical staff.
  • Worked with patients to ascertain issues and make referrals to appropriate specialists.

Education

High School -

Justin Ford Kimball
06.2009

Skills

  • Organizational skills
  • Time management
  • Multitasking
  • Mathematical aptitude
  • Decision making
  • Microsoft Office
  • Communication skills
  • Typing Efficiency
  • Customer service
  • Conflict resolution/Problem-solving
  • Insurance Verification/Eligibility
  • Electronic Medical Records
  • Payment Collections
  • Data Entry
  • Patient Registration
  • Confidentiality and HIPPA
  • Learning ability
  • Financial Counseling

Personal Information

Title: Customer Service Representative

References

Marylis Mitchell, Kids Concepts Inc., 2144754110

Timeline

Underwriter

Chubb Insurance Company
12.2018 - Current

Customer Service Representative

Chubb
09.2013 - 12.2018

Financial Advisor

Medical City Dallas Hospital
08.2009 - 09.2013

High School -

Justin Ford Kimball

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Lasha Jackson