Mary Beth Nelson
Sugar Hill,GA
Summary
Self-motivated and detail-oriented Auto Underwriter and Licensed Agent with 15+ years of experience processing insurance claims, facilitating underwriting processes, and coding insurance applications working in Property, Casualty, Life and Health insurance. Adept at cultivating long-lasting relationships with multi-line customers, Insurance Agents, and Adjustors to meet business objectives. Proven ability to generate leads and surpass sales goals by participating in networking efforts and offering valuable insights regarding insurance products with ability to determine risk levels and decide coverage rates.
Overview
24
24
years of professional experience
Work History
PLCC Auto Underwriter
State Farm Insurance
03.2024 - Current
- Developed strong relationships with clients by providing exceptional service and addressing inquiries professionally.
- Enhanced customer satisfaction by accurately assessing risk and promptly issuing auto insurance policies.
- Reviewed applicant information thoroughly, ensuring proper identification of potential risks and adherence to company guidelines.
- Maintained up-to-date knowledge of industry trends, enabling accurate evaluations of risks and appropriate pricing for customers.
- Adhered to strict regulatory guidelines while underwriting policies, ensuring full compliance with state and federal laws.
- Consistently met monthly quotas by carefully prioritizing tasks and managing time effectively.
Office Manager / Licensed Agent
Reiss Insurance & Fin Service Inc.
12.2018 - 02.2024
- Provide strategic direction and oversight for smooth office operations, including customer service and financial activities, while leading and training a staff of 4 members by adopting a lead-by-example management style
- Process approx
- 3 insurance claims weekly and addresses any payment and billing issues by coordinating with clients and scheduling appointments to gather case details
- Uphold a professional, positive, and friendly attitude during client interactions to relay information, answer questions, and resolve problems with a focus on fostering positive customer relationships
- Guide clients regarding insurance products, policies, and coverage options by offering valuable insights as Licensed Agent specializing in Property and casualty as well as Life and Health insurance
- Leverage extensive product knowledge to negotiate and close sales deals while utilizing CRM software to track customer information, monitor sales activities, and make data-driven decisions
- Generate leads and capitalize on new business opportunities by building a network of referral sources and designing marketing strategies to expand the customer base
Licensed Insurance Agent / Agency Manager in Training
Bingham Insurance Group
12.2015 - 12.2018
- Surpassed target insurance sales quota of $40K monthly in new premiums while personally producing a $750K book in less than 3 years by cultivating customer relationships and delivering high-quality services
- Assisted with HR-related activities by facilitating recruitment, training, and payroll activities for 6 member workforce in a satellite office with an emphasis on building a productive work environment
- Recommended coverage and insurance options to help clients make well-informed decisions and protect assets by analyzing the client's insurance policies and providing quotes
Licensed Insurance Agent
Reiss Insurance & Fin Services
08.2013 - 12.2015
- Conducted thorough consultations with clients to recommend products based on individualistic insurance needs, financial situations, and risk tolerance
- Completed and submitted approx
- 75 insurance applications per month by ensuring accuracy and compliance with appropriate regulations to facilitate the underwriting process
- Educated clients on policy features, coverage limits, and exclusions while delivering ongoing customer support to address inquiries, claims, and policy changes
Marketing Representative
Puraclean Property Restoration
03.2011 - 06.2013
- Rendered proactive administrative support to schedule an average of 50 appointments per week in line with calendar vacancies, showcasing strong organizational skills
- Raised the visibility and reach of products/services by creating targeted marketing campaigns using an extensive understanding of market conditions and target audience requirements
- Enabled timely resolution of approx
- 350 property claims by building relations with Insurance Agents and Adjustors
- Trained 3 Marketing Representatives by setting up and organizing CE classes to address areas of weaknesses and develop a top-performing team as per staffing standards
- Established a smooth flow of communication with homeowners to assist with reconstruction processes and facilitate the timely completion of the projects
Licensed Insurance Agent
State Farm Ins.
02.2001 - 03.2011
- Exceeded sales goals consistently by evaluating clients' insurance needs and explaining the coverage details and benefits of different packages, including auto, fire, and life policies
- Maintained utmost transparency and accountability in financial transactions while handling bank deposits and posting correct payments to client accounts
- Devised value-driven solutions in accordance with unique customer needs to maximize customer satisfaction, showcasing exceptional problem-solving and critical-thinking skills
Education
Associate of Arts -
Augusta State University
Augusta, GAProperty & Casualty / Life & Health Insurance License -
RS Thomas Training
Marietta, GASkills
- Insurance Sales Expertise
- Client Relationship Management
- Proficient in Evaluating Underwriting Guidelines
- Customer Service & Satisfaction
- Collaborative Team Management
- Employee Development
- Sales Communications
- Market Prospecting
- Analytical Problem-Solving
- Policy analysis
- Excellent communication
- Sales support
- Self-Driven Initiative
- Data interpretation
Timeline
PLCC Auto Underwriter
State Farm Insurance
03.2024 - Current
Office Manager / Licensed Agent
Reiss Insurance & Fin Service Inc.
12.2018 - 02.2024
Licensed Insurance Agent / Agency Manager in Training
Bingham Insurance Group
12.2015 - 12.2018
Licensed Insurance Agent
Reiss Insurance & Fin Services
08.2013 - 12.2015
Marketing Representative
Puraclean Property Restoration
03.2011 - 06.2013
Licensed Insurance Agent
State Farm Ins.
02.2001 - 03.2011
Property & Casualty / Life & Health Insurance License -
RS Thomas Training
Associate of Arts -
Augusta State University
Technologies
EZLynx, ECRM (Salesforce), NECHO, Connectz, Word, One Note, Excel, PowerPoint, Outlook
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