Jennifer Williamson
Aubrey,TX
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
23
23
years of professional experience
Work History
Commercial Insurance Account Manager
The Insurance Store
08.2014 - Current
- Listened attentively to client feedback to create stronger relations and shape business.
- Educated clients on new products or services to increase customer engagement with brand.
- Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
- Recommended brand products to customers to encourage repeat purchases and foster customer loyalty.
- Managed book of business to maintain positive relationships and make effective financial or client-related decisions.
- Collected, analyzed and validated agency commissions.
- Met with customers to provide information about available products and policies.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
- Used Microsoft Word and other software tools to create documents and other communications.
- Worked with customers to understand needs and provide excellent service.
- Developed and maintained courteous and effective working relationships.
Property and Casualty Agent
Allstate Insurance
12.2010 - 08.2014
- Handled approximately 100 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sold auto, home, and developed life leads. quoted and and sold various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques..
- Finalized sales and collected necessary deposits.
- Met with customers to provide information about available products and policies.
Census Enumerator
U S Census Bureau
05.2010 - 07.2010
- Served as last line of defense to obtain accurate count for federal funding and fair political representation.
- Maintained and submitted records of hours worked, miles driven and expenses incurred to facilitate accurate reporting measures.
- Met with supervisor to review procedures, report issues or concerns and receive instructions.
- Interviewed residents in assigned areas to explain purpose of Census, ask questions and record answers.
- Visited assigned neighborhoods and knocked on doors to encourage participation in Census.
Corporate Trainer
USA Federal Credit Union
06.2006 - 09.2009
- Developed engaging and entertaining presentations to maintain employee attention and improve impact of training.
- Collected information about company objectives and employee deficiencies in order to assess training needs.
- Held online and conference call training session to accommodate off- site employees.
- Prepared educational materials such as module summaries, videos and informational packets.
- Developed training programs to meet company objectives.
- Monitored employee progress and gave feedback to management and additional training requirements.
- Conducted evaluations and observed employee performance to identify areas of needed improvement.
- Maintained records on attendance and participation.
- Developed and responded to incoming and outgoing correspondence.
Mortgage Loan Originator
USA Federal Credit Union
06.2003 - 06.2006
- Worked with underwriters to fix application problems and resolve issues.
- Reviewed loan files and updated to match current standards.
- Interviewed applicants to assess loan requirements before suggesting offers.
- Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
- Explained different types of loans pertaining to client situations.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Explained very technical financial information to applicants in easy to understand language.
Consumer Loan Officer
USA Federal Credit Union
08.2001 - 06.2003
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Examined customer loan applications for loan approvals and denials.
- Compiled database of loan applicants' credit histories, financial statements and other financial information.
- Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Maintained strict confidentiality of bank records and client information.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Explained very technical financial information to applicants in easy to understand language.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
- Proactively identified solutions for customers experiencing credit issues.
Education
High School Diploma -
Chabot College
Hayward, CA08.1988
Skills
- Policy renewals
- Quotes and sales
- Account management
- Auto insurance
- Property insurance
- Consumer Loan Processing/Underwriting
- Training and Development
- Good Telephone Etiquette
- Dependable and Responsible
- Applied EPIC
- Microsoft Office Suite
- Adobe Pro
- Works independently
Timeline
Commercial Insurance Account Manager
The Insurance Store
08.2014 - Current
Property and Casualty Agent
Allstate Insurance
12.2010 - 08.2014
Census Enumerator
U S Census Bureau
05.2010 - 07.2010
Corporate Trainer
USA Federal Credit Union
06.2006 - 09.2009
Mortgage Loan Originator
USA Federal Credit Union
06.2003 - 06.2006
Consumer Loan Officer
USA Federal Credit Union
08.2001 - 06.2003
High School Diploma -
Chabot College
Similar Profiles
Ben HerbertBen Herbert
Senior Project Associate at An Insurance StoreSenior Project Associate at An Insurance Store
Adriana M. EstradaAdriana M. Estrada
LICENSING COORDINATOR at The Health Insurance Store / Integrity MarketingLICENSING COORDINATOR at The Health Insurance Store / Integrity Marketing
Stefan KnappikStefan Knappik
Insurance Producer at An Insurance StoreInsurance Producer at An Insurance Store
Stephanie FrenchStephanie French
Paraprofessional at Aubrey ISDParaprofessional at Aubrey ISD
Michael SandsMichael Sands
Senior Construction Project Manager at Prime Data CentersSenior Construction Project Manager at Prime Data Centers