To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, efficient time management and problem-solving skills.
Overview
9
9
years of professional experience
Work History
Non Standard Auto Insurance Agent
Direct Auto Insurance Company
07.2023 - Current
Resolved caller issues quickly and thoroughly.
Handled and promptly resolved customer complaints to maintain professional relationships.
Informed clients of policies and procedures.
Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
Obtained my life license to sell term life policies with auto insurance policies.
Bound most policies electronically.
De-escalated and resolved customer complaints with punctual, polite and professional service.
Diversified revenue streams by cross-selling ancillary products and services, increasing overall profitability for the agency.
Licensed Selling Agent/CSR
McGaughey Insurance Agency
09.2015 - 09.2019
Managed daily records of policy transactions including new sales, endorsements, payments, Certificates of insurance, updated loan or lien information, acted as a liaison between insurance companies and clients. Was able to use Accord forms as needed.
Processed payments, reinstatements and rewrites.
Reviews policy coverages and assisted clients with recommendations to update policies to better meet changing needs. Re-quoted clients that were non renewed or had major premium increases.
Bound limited number of home policies, bound more landlord, mobile home, renters and condo policies. Companies I was appointed with included Safeco, United Home and Casualty, Foremost, Progressive (renters only)Cameron Mutual.
Appointed with Auto Insurers including: Progressive, United Home and Casualty, Safeco, Crum & Forster, Cameron, Gainsco, Trexis, Foremost (RV, ATV, Motorcycle), Hagerty, Cornerstone.
Cleaned office files of a decade of neglect.
Assisted Agent/Owner in organizing his records for the agency.
Licensed Selling Agent/CSR
McGaughey Insurance Agency
09.2019 - 04.2023
Managed daily records of policy transactions including new sales, endorsements, payments, Certificates of insurance, updated loan or lien information, acted as a liaison between insurance companies and clients. Was able to use Accord forms as needed.
Processed payments, reinstatements and rewrites.
Reviews policy coverages and assisted clients with recommendations to update policies to better meet changing needs. Re-quoted clients that were non renewed or had major premium increases.
Bound limited number of home policies, bound more landlord, mobile home, renters and condo policies. Companies I was appointed with included Safeco, United Home and Casualty, Foremost, Progressive (renters only)Cameron Mutual.
Appointed with Auto Insurers including: Progressive, United Home and Casualty, Safeco, Crum & Forster, Cameron, Gainsco, Trexis, Foremost (RV, ATV, Motorcycle), Hagerty, Cornerstone.
Cleaned office files of a decade of neglect.
Assisted Agent/Owner in organizing his records for the agency.