Experienced Underwriting Specialist with over seventeen years of experience in the insurance industry. Excellent reputation for resolving problems and improving customer satisfaction.
Hi, I’m
Marissa Hall
Saginaw,TX
Summary
Overview
15
years of professional experience
Work History
Homewatch Caregivers
Client Care Coordinator
07.2021 - 03.2022
Job overview
- Determined need for special assessment activities for complex cases, effectively handling care plans.
- Supported client care excellence via planning and interpretation of services.
- Responded to all client inquiries and asked appropriate questions to facilitate resolution.
- Provided information and referrals to community partners and other treatment providers.
- Answered client questions via telephone and email.
- Recruited, interviewed and hired staff members offering exceptional talent and brought great skills to the team.
- Oversaw staff development through in-depth trainings and online resources.
- Updated policies and procedures, leading continuous improvement of client assessments and care.
CUNA Mutual Group
Senior Underwriting Specialist
01.2009 - 04.2019
Job overview
- Assessed, supported and anticipated needs of internal and external customers in process of maintaining accounts for Corporate Property and Business Liability products.
- Responsible for authoring and maintaining department wide processes within our intranet team resource web pages.
- Provided support to the department with training, referrals, and mentorship as Subject Matter Expert.
- Serviced Corporate Property and Casualty products Top 50 National Accounts, Collateral Protection and submitted First Notice of Loss.
- Provided conformity to underwriting guidelines through collaboration, attention to detail, and strong understanding of risk.
- Developed and maintained courteous and effective working relationships.
- Piloted and implemented presentations of renewal overviews with credit unions and provided support for risk mitigation, gaps in coverage and explanation of coverages.
- Provided technical support to assist credit unions with education and resourceful materials online.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Maintained understanding of corporate values, competencies and strategic business model to further grow myself within the position.
- Identified portfolio risks resulting from client's underlying business practices, underwriting investigations or fraud exposure.
State Farm Insurance
Risk Manager/Sales Associate
01.2008 - 01.2009
Job overview
- Responsible for delivering quality customer care to P&C, Life and Health customers.
- Completed out-bound calls to offer clients full policy reviews to ensure retention and open opportunities for cross- selling.
- Managed and completed daily transactions for existing policyholders.
- Quoted and sold new business to existing policyholders, as well as to prospective clients.
- Ensured conformity to underwriting guidelines
- Conducted out-bound calls to actively market to potential new clients.
Suzanna Harrison Nationwide Agency
Customer Service Supervisor
01.2005 - 01.2008
Job overview
- Supervised five customer service representatives and mitigated escalated circumstances.
- Created and implemented the agency’s Collaborative Action Plan to address areas of needed improvement.
- Responsible for delivering quality customer care to our P&C customers.
- Completed out-bound calls to offer clients full policy reviews to ensure retention and open opportunities for cross- selling.
- Managed and completed daily transactions for existing policyholders.
- Quoted and sold new business to existing policyholders as well as to prospective clients.
- Ensured conformity to underwriting guidelines.
Education
Tarrant County College DistrictFort Worth, TX
No Degree from General Studies
University Overview
Cedar Valley CollegeLancaster, TX
No Degree from General Studies
University Overview
Cedar Hill High SchoolCedar Hill, TX
High School Diploma
05.2004
University Overview
- Member of Society of Fine Arts.
Skills
- Insurance Knowledge
- Customer Interaction
- Database Updates
- Inbound Calls
- Customer Needs Assessments
- Service Delivery
- Commercial Insurance
- Client Correspondence
- System Information
- Efficient Service
Timeline
Client Care Coordinator
Homewatch Caregivers
07.2021 - 03.2022
Senior Underwriting Specialist
CUNA Mutual Group
01.2009 - 04.2019
Risk Manager/Sales Associate
State Farm Insurance
01.2008 - 01.2009
Customer Service Supervisor
Suzanna Harrison Nationwide Agency
01.2005 - 01.2008
Tarrant County College District
No Degree from General Studies
Cedar Valley College
No Degree from General Studies
Cedar Hill High School
High School Diploma
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