LAURA GRAVES
Stevenson
Summary
Experienced customer service representative in insurance and financial services. I worked as an insurance producer selling mainly property and casualty insurance in Oregon and Washington for fifteen years. I have been successful in achieving sales goals while maintaining a high level of customer service satisfaction. Recently I have worked at a commercial insurance brokerage for a large insurance brokerage. Writing commercial insurance with brokers such as Risk Placement Services, Amwins Insurance, and Indemnity Excess & Surplus Inc. High attention to detail and consistent about meeting deadlines.
Overview
7
7
years of professional experience
1
1
Certification
Work History
AGENT/OWNER
Country Financial – Stevenson Washington Agency
Stevenson, WA
03.2022 - Current
- Licensed insurance associate providing insurance personal and commercial insurance products such as auto, home insurance, life insurance, and health insurance.
- Experience with commercial lines products and inland marine for machinery and business equipment.
- Business and commercial insurance premises and liability sales and service.
- Reviews daily reports for past due balances and insurance lapse/cancellation.
- Works closely with mortgage companies providing insurance binders and estimated replacement cost reports to show a home is adequately insured.
- Registered with FEMA for flood policies.
- Maintains monthly agency sales reports to comply with company sales quotas.
ACCOUNT MANAGER
Brownrigg Insurance
Pacific City, OR
01.2023 - 04.2025
- Licensed insurance associate providing commercial insurance.
- Serves as an assistant to the owner in a licensed producer representative capacity.
- Commercial insurance application submission for new clients.
- Maintaining renewal list for current clients.
- Commercial insurance premises and liability sales and service.
- Reviews daily reports for past due balances and insurance lapse/cancellation.
- Works closely with mortgage companies providing insurance binders and estimated replacement cost reports to show a home is adequately insured.
- Manages all in-coming service calls and marketing leads.
- Maintains monthly agency sales reports to comply with company sales quotas.
- Farm/Ranch premises and liability insurance sales and service.
- Registered with Federal Emergency Management Agency to provide clients with flood insurance.
OFFICE MANAGER
Mike Cole's State Farm Agency
Bingen, WA
09.2018 - 04.2022
- Licensed insurance associate providing insurance and financial products such as auto, home insurance, life insurance, and health insurance.
- Serves as an assistant to the owner in a licensed agent capacity.
- Advises clients on auto and homeowners insurance liability limits.
- Reviews daily reports for past due balances and insurance lapse/cancellation.
- Works closely with mortgage companies providing insurance binders and estimated replacement cost reports to show a home is adequately insured.
- Manages all in-coming service calls and marketing leads.
- Maintains monthly agency sales reports.
Education
Associate of Science - Medical Billing, Business Administration
Everest College
Portland, OR06-2008
General Studies
Clackamas Community College
Oregon City, OR06-2005
Skills
- Strong client relations
- Experience with various insurance portals, Country Financial, State Farm Nationwide, Liberty Mutual, Foremost, Farmers, Mapfre, Safeco, ETC
- Credit risk evaluation
- Submission of insurance certificates to state agencies
- Managing daily customer account reports
- Experience with ACORD commercial liability and property applications
- Handling customer inquiries
- Detail-oriented data management
- Problem-solving skills
- Positive attitude
- Customer service and care
- Problem-solving
- Relationship building
Certification
Property & Casualty Insurance License OR & WA
Timeline
ACCOUNT MANAGER
Brownrigg Insurance
01.2023 - 04.2025
AGENT/OWNER
Country Financial – Stevenson Washington Agency
03.2022 - Current
OFFICE MANAGER
Mike Cole's State Farm Agency
09.2018 - 04.2022
General Studies
Clackamas Community College
Associate of Science - Medical Billing, Business Administration
Everest College