LYNN GUNDERSON
Foley,MN
Summary
Knowledgeable Licensed Insurance Representative promoting more than 20 years' expertise successfully working for independent agencies in the Insurance industry. Courteous and cordial with a desire to take on challenges at a new company.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Licensed Insurance Advisor
Insurance Resource Group Inc.
Shakopee, MN
08.2022 - 12.2024
- Documented detailed records of customer interactions and activities in EZLynx.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
- Communicated with clients by phone and email to answer questions and offer services.
- Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
- Prepared applications for new insurance policies and updated existing ones.
- Resolved complex customer inquiries regarding policies, coverage, billing issues.
- Investigated and resolved escalated customer complaints pertaining to policy coverage or payment issues.
- Maintained up-to-date records of all insurance policies in the system.
- Responded to customer inquiries and problems to promote great service.
- Checked documentation for appropriate coding, catching errors and making revisions.
Senior Insurance Specialist
The Insurance Shoppe
Princeton, MN
02.2011 - 08.2022
- Fostered strong relationships with current and prospective clients to maintain client retention.
- Answered insurance-related questions and discussed product offerings with prospective customers to meet unique needs.
- Navigated computer system to look up customer information and update policies.
- Entered leads and new applications, pulled data reports and submitted changes to attract and retain customers and increase business.
- Applied basic insurance underwriting knowledge to evaluate and analyze information.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Insurance Specialist
Pioneer Lake Mutual Insurance Company
Pierz, MN
06.2005 - 02.2011
- Processing endorsements, Assisting the issuance of new property policies, and completing the policy attaching forms
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Improved office operations, maintaining records, tracking data and promoting clear internal communications.
- Organized and filed loose-leaf paperwork and documentation.
- Recommended changes or modifications in existing policies based on changing circumstances or conditions.
- Collaborated with other departments such as Claims, Actuarial, Risk Management. to ensure proper risk assessment and pricing decisions were made.
- Worked closely with brokers and agents in order to understand their needs better when assessing risk profiles.
- Performed detailed analysis of risk factors to determine acceptance or rejection of a policy.
- Assisted Underwriters in reviewing and analyzing insurance applications for accuracy and completeness.
Customer Service Representative
Hanneken Insurance Agency
Little Falls, MN
05.2003 - 06.2005
- Answered insurance-related questions and discussed product offerings with prospective customers to meet unique needs.
- Entered leads and new applications, pulled data reports and submitted changes to attract and retain customers and increase business.
Education
Administrative Assistant
Saint Cloud Technical College
12.2003
High School Diploma -
Pierz Healy High School
Pierz, MN05.2002
Skills
- Administrative Experience
- 11 years EZ Lynx Management Experience
- Office Management
- Completing Applications
- Working with Underwriters for Approval
- Negotiation
- Account Management
- Microsoft Word
- Microsoft Office
- Policyholder Communication
- Endorsements
- Insurance Coverage Verification
- Billing Procedures
- Insurance Eligibility
- Upselling and Cross-Selling
- Property and Casualty Insurance Sales
- Commercial Policy Servicing
- Issuing Personal Lines Policies
- Quoting Personal Lines
- Training oversight
Certification
- Property & Casualty Insurance License
Timeline
Licensed Insurance Advisor
Insurance Resource Group Inc.
08.2022 - 12.2024
Senior Insurance Specialist
The Insurance Shoppe
02.2011 - 08.2022
Insurance Specialist
Pioneer Lake Mutual Insurance Company
06.2005 - 02.2011
Customer Service Representative
Hanneken Insurance Agency
05.2003 - 06.2005
Administrative Assistant
Saint Cloud Technical College
High School Diploma -
Pierz Healy High School