Lorraine Robins
Rockwall,TX
Summary
Diligent professional with a proven background in effectively managing insurance portfolios. Successfully oversaw the development and implementation of strategies to enhance client satisfaction and streamline operations. Adept at risk assessment and experienced in providing strong team leadership.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Personal Lines Manager
Cypert Insurance
04.2017 - Current
- Managed over 700 accounts successfully by ensuring day to day operations ran smoothly
- Demonstrated knowledge with Applied Epic software management
- Analyzed new and renewal policies against the binder and expired policies
- Created excel spreadsheets to manage renewals efficiently
- Established relationships with customers by resolving and exceeding their insurance needs
- Resolved customers complaints and billing issues in a timely and gracious manner
- Conferred with customers about products and services
- Created, prepared, and presented quotes for potential and current customers
- Trained and educated new employees in personal lines insurance and company policies
Customer Service Representative Assistant
McLaughlin-Brunson Insurance Agency
11.2014 - 04.2017
- Reviewed insurance policies and endorsements to determine accuracy of customers coverage
- Emailed customers renewing policies and endorsements in Microsoft Outlook
- Entered invoice notices in billing software
- Mailed policies, endorsements, and Certificate of Insurances to customers, utilizing in office stamp and envelope equipment
- Organized files and documents in the file system
Personal Banker I
The American National Bank of Texas
07.2013 - 11.2014
- Processed standard teller transactions for customers, including loan payments, deposits, withdrawals, and transfers
- Balanced automated teller equipment
- Responded to customers questions and concerns related to their accounts and bank products
- Recommended credit and loan products, including personal loans and mortgages
Education
1987-1989 - Business Administration And Management
The University of Arizona
TucsonSkills
- Exceptional customer service skills
- Adaptable to New Technologies
- MS Office Proficiency
- Detail-Oriented
- Analytical Problem Solving
- Proven loyalty and work ethic
- Workflow Optimization
- Attentive Listening Skills
Certification
- Licensed Insurance Agent, 1/25/2018 - 5/31/2026
- Texas Property and Casualty Insurance License
Timeline
Personal Lines Manager
Cypert Insurance
04.2017 - Current
Customer Service Representative Assistant
McLaughlin-Brunson Insurance Agency
11.2014 - 04.2017
Personal Banker I
The American National Bank of Texas
07.2013 - 11.2014
1987-1989 - Business Administration And Management
The University of Arizona
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