Mitchell Warren
Aurora,IN
Summary
Customer service professional with demonstrated ability to build and maintain client relationships while ensuring customer satisfaction. Consistently delivers high-quality service by understanding client needs and providing tailored solutions. Known for collaborative teamwork and adaptability in dynamic environments, leveraging strong interpersonal and problem-solving skills.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Customer Relationship Advocate
Fidelity Investments
06.2025 - Current
- Managed customer inquiries and provided tailored solutions to enhance satisfaction.
- Developed and maintained strong client relationships through proactive communication strategies.
- Collaborated with cross-functional teams to streamline processes and improve service delivery.
- Conducted thorough account reviews to ensure compliance with regulatory standards and company policies.
Underwriter II
Liberty Mutual
09.2017 - 12.2024
- Risk evaluation for auto, home, umbrella, and landlord protection policies in respective territories, NY, CT, and Platform agents (outbound and inbound calls)
- Key collaborator internally between marketing reps, claims, and customer service reps along with helping my teammates when they are out
- Ability to interact successfully with agents to build & maintain good business relationships
- Analyze existing policies, underwrite new business, manage follow-ups on existing accounts
- Select profitable risks based upon individual account criteria and underwriting standards
- Manage portfolio to control the overall mix of accounts, manage exposures & take prompt action when necessary
- Thoroughly execute and successfully manage SLAs
Book Transfer Service Representative
Liberty Mutual
09.2016 - 09.2017
- Manually quoted large book transfers from other insurance carriers, exceeding production and quality goals
- Assisted with other regions of the country outside of mine where I was quickly able to learn other state specifics
- Regularly led the team's huddle meetings in place of my manager to make sure all regions were in good shape and to see if anyone had capacity or needed assistance
- Recorded instructional videos on manual quoting for our international team and did presentations on state nuances such as Kentucky price matching
Independent Agent/Producer
Hummel Insurance Group
09.2015 - 08.2016
- Approached clients via cold calling and direct mail to inquire about their insurance situations and future needs
- Explain the differences in policy specifics so clients can make informed decisions about their purchases (representing 10+ insurance companies for property & casualty and life insurance)
- Communicate with insurance adjusters and insureds throughout the claims process
Equity/Option Subscription Service; 1 On 1 Equity/Option Mentoring
Options Risk Management
01.2013 - 08.2015
- Equity/Option Trading Subscription Service
- Write premium content that covers stocks across all sectors in the market
- Utilize social media (20,000+ followers on Stock Twits and Twitter) and SEO on Wordpress for exposure to OptionsRiskManagement.com (free content)
- Monthly/weekly contributor for websites such as See It Market, TraderPlanet, TheStreet.com, Seeking Alpha, and, OneCentAtATime (wrote 200+ exclusive articles across these financial publications)
- Handle any customer/prospect questions via email or phone
Education
Associate's - Business Administration
Ivy Tech Community College
Lawrenceburg, IN01.2020
High School - undefined
Rising Sun High School
Rising Sun, IN01.2012
Skills
- Series 7, Series 63 SIE, Customer service, insurance, book transfer, Saleforce, cold calling, marketing, 10 years of trading stocks and options, technical analysis, fundamental analysis, unusual options activity, volatility, option greeks, various options strategies, teaching, writing, SEO, running a website, social media, underwriting
Certification
- CMT Level III June 2019 to Present
- CPCU 500 - Foundations of Risk Management and Insurance August 2017 to Present
- Associate in General Insurance (AINS) Designation August 2017 to Present
Timeline
Customer Relationship Advocate
Fidelity Investments
06.2025 - Current
Underwriter II
Liberty Mutual
09.2017 - 12.2024
Book Transfer Service Representative
Liberty Mutual
09.2016 - 09.2017
Independent Agent/Producer
Hummel Insurance Group
09.2015 - 08.2016
Equity/Option Subscription Service; 1 On 1 Equity/Option Mentoring
Options Risk Management
01.2013 - 08.2015
High School - undefined
Rising Sun High School
Associate's - Business Administration
Ivy Tech Community College
Links
- Http://seekingalpha.com/author/mitchell-warren
- Https://www.seeitmarket.com/author/mitchell-warren/
- Http://www.thestreet.com/author/1605764/MitchellWarren/all.html