Summary
Overview
Work History
Education
Skills
Timeline
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Monica Travers

Summary

Adept at risk management and fostering trust, I excelled at Progressive, enhancing customer satisfaction and reducing complaints through innovative solutions. My expertise in analyzing data and collaborative teamwork led to effective problem-solving and informed underwriting decisions, significantly contributing to team goals and exceeding sales quotas.

Overview

7
7
years of professional experience

Work History

Underwriting Resolution Consultant

Progressive
10.2023 - Current
  • Leveraged advanced problem-solving skills to identify underlying issues and implement lasting solutions for clients experiencing difficulties.
  • Demonstrated empathy and understanding when dealing with sensitive or emotionally charged situations, ensuring customers felt heard and respected.
  • Improved customer satisfaction by resolving complex issues through diligent research and effective communication.
  • Reduced overall complaints by implementing proactive strategies to address common issues before escalation.
  • Conducted thorough investigations into customer disputes, gathering all relevant information to make informed decisions.
  • Collaborated with cross-functional teams to analyze root causes of recurring problems and develop comprehensive solutions.
  • Served as a subject matter expert on various products and services, providing insightful guidance to both colleagues and customers alike.
  • Acted as an intermediary between customers and internal departments, facilitating clear communication channels to achieve satisfactory outcomes for all parties involved.

Underwriter

Progressive
05.2021 - 10.2023
  • Documented underwriting decisions and provided evidence of compliance with applicable regulations.
  • Provided excellent customer service by addressing inquiries promptly and offering comprehensive explanations of underwriting decisions.
  • Made approval and denial recommendations by determining accurate risk levels.
  • Conducted regular audits of underwriting files to ensure accuracy, compliance, and consistency in decision-making processes.
  • Assisted in developing training materials used to educate new hires on essential job functions, contributing to their successful onboarding and integration into the team.

Insurance Agent

Progressive
12.2020 - 05.2021
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.

Insurance Agent

Toups Insurance Agency
04.2018 - 12.2020
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Worked closely with other team members to optimize sales strategies and achieve regional goals.
  • Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
  • Identified potential risks in client businesses and recommended appropriate insurance coverage.
  • Boosted sales team morale and performance by leading informative training sessions on new products and sales techniques.

Education

High School Diploma -

Northeast Metro Tech
Wakefield, MA
05-2000

Skills

  • Self-awareness
  • Licensed insurance agent
  • Assertiveness
  • Analyzing data
  • Professionalism and ethics
  • Trust building

Timeline

Underwriting Resolution Consultant

Progressive
10.2023 - Current

Underwriter

Progressive
05.2021 - 10.2023

Insurance Agent

Progressive
12.2020 - 05.2021

Insurance Agent

Toups Insurance Agency
04.2018 - 12.2020

High School Diploma -

Northeast Metro Tech

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Monica Travers