Latonya Smith
Account Executive
Carrollton,TX
Summary
Experienced Community Association Insurance Account Representative with years of HOA insurance policy management. Track record of delivering tailored solutions and maintaining strong client retention. Focused and analytical with passion for client satisfaction and team goal achievement.
Overview
28
28
years of professional experience
Work History
Team Lead/Account Representative
RealManage Insurance Services
05.2015 - Current
- Managed HOA Insurance client accounts, ensuring timely communication and resolution of inquiries.
- Developed and maintained strong relationships with clients, enhancing customer satisfaction.
- Collaborated with underwriters to ensure accurate policy issuance and compliance.
- Trained new team members on HOA Insurance applications and quoting for account management and service delivery.
- Analyzed renewal accounts for delinquencies and other ongoing issues.
- Provided regular performance updates to management on Renewal Specialists, ensuring transparency throughout the organization.
- Streamlined account management processes to improve efficiency and reduce errors.
Processor
New York Life Insurance
01.2011 - Current
- Processing surrender of life insurance policies, reviewing Power of Attorneys, Conservator and Trust documents, verifying client information, creating statements of account, issuing checks for Pension, Trusts and Business policies, processing endorsements. Answering clients and agents inquiries on life insurance policies, processing loans and loan payments, processing internal and external 1035 requests, assisting the conservation unit with retaining policies.
Customer Service Representative
Bibby Brilling & Associates
01.2008 - 01.2011
- Assisted policyholders with insurance contracts, processed new business policies, submitted changes to policies, billed renewals, reported home and auto claims, processed road service and towing claims, quoted new business.
Customer Service Representative
Titan Insurance
01.2005 - 01.2008
- Answered client inquiries on insurance policies in over 20 states in a call center environment, processed payments, provided quotes to agents and policyholders, typed insurance certificates, submitted changes to policies. Project a professional image through phone interaction.
Receptionist /Customer Service Representative
First Independent Insurance Agency
01.1998 - 01.2003
- Handled multifaceted clerical tasks such as data entry, filing, records management and billing, Ordered office supplies, answered switchboard. Assisted policyholders with insurance contracts, processed new business, submitted changes to policies, billed renewals, prepared daily communication log, reported home and auto claims, processed road service and towing claims, quoted new business.
Education
High School -
Mt. Clemens High School
Mt. Clemens, MI01.1993
Skills
- Diligent researcher
- Effective time management abilities
- Diligent work ethic
- Skilled in using Windows operating systems and Microsoft productivity tools
- Texas P&C Insurance License
Timeline
Team Lead/Account Representative
RealManage Insurance Services
05.2015 - Current
Processor
New York Life Insurance
01.2011 - Current
Customer Service Representative
Bibby Brilling & Associates
01.2008 - 01.2011
Customer Service Representative
Titan Insurance
01.2005 - 01.2008
Receptionist /Customer Service Representative
First Independent Insurance Agency
01.1998 - 01.2003
High School -
Mt. Clemens High School