Dynamic and growth-focused insurance professional with over 15 years of experience in the insurance industry, including 9 years as a licensed Property & Casualty agent. Skilled in building strong customer relationships to provide personalized, attentive service that increases retention and brings lucrative referral business. Highly detail-oriented with a talent for identifying and resolving issues and errors to manage risk, ensure compliance, and deliver exceptional customer service. Demonstrated track record of inspiring and effective team leadership and operations management.
Overview
23
23
years of professional experience
Work History
Office Manager
Lloyds Towing Inc
08.2022 - 02.2024
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Streamlined office operations by implementing efficient filing systems and organizational strategies.
Facilitated positive work environment, addressing employee concerns promptly and fostering culture of mutual respect.
Property & Casualty Insurance Agent / Customer Service Professional
Jeff Plumer Insurance Agency
03.2001 - 08.2022
Licensed Property & Casualty insurance agent managing a diverse portfolio of insurance products, including bonds production and retention, sports policies for local athletic teams, auto/RV policies, and home policies
Leverage careful attention to detail to verify policy details, including endorsements and renewals, and to identify appropriate coverage and limits in line with clients’ needs and priorities
Key Contributions:
Forge strong client relationships to retain customers and build referral business
Drive account growth by reviewing client data to identify additional products that meet clients’ needs
Deliver exceptional customer service by assisting customers with claims, policy changes, and other account management processes
Sustain compliance with insurance industry regulations and mitigate fraud and risk by ensuring that all application information and policy documentation is accurate and complete
Education
Bachelor of Arts - Psychology, Minor in Physical Education
Kent State University
Kent, Ohio
Skills
Property & Casualty Insurance
Risk Management
Profit & Revenue Growth
Insurance Underwriting
Regulatory Compliance
Team Leadership & Training
Claims Processing
Policy Endorsements
Client Relationship Management
Data entry
Customer relations
Clear oral/written communication
Administrative support
Document management
Interests
Cooking
Offering time and support to shelters for the homeless, women, and animals
I like working with my hands and fixing things
Exploring famous landmarks, historical sites, and cultural attractions in a new destination
Participate in paddle boarding and take my dogs for walks, as recreational activities to maintain physical fitness
Hiking
Animal Welfare Advocacy
Animal Care
Volunteering at local animal shelters and rescue organizations
DIY and Home Improvement
Timeline
Office Manager
Lloyds Towing Inc
08.2022 - 02.2024
Property & Casualty Insurance Agent / Customer Service Professional
Jeff Plumer Insurance Agency
03.2001 - 08.2022
Bachelor of Arts - Psychology, Minor in Physical Education
Tow Truck Dispatcher at B & M Towing - Automotive Towing And Roadside AssistanceTow Truck Dispatcher at B & M Towing - Automotive Towing And Roadside Assistance