Monique Williams
Conroe,TX
Summary
Detail-oriented Property & Casualty Insurance Agent skilled in policy reviews, adjustments, and customer relationship management. Knowledgeable in coverage requirements, underwriting guidelines, and regulatory standards. Experienced in assessing policy information and identifying coverage needs. Seeking entry-level Underwriting position to leverage analytical skills and contribute to effective risk evaluation and portfolio profitability.
Overview
1
1
Certification
9
9
years of professional experience
Work History
PMG/MSC Specialist
AAA Auto Club
Costa Mesa, California
05.2026 - Current
- Assess member needs to conduct targeted product recommendations, enhancing member satisfaction and aligning with individual preferences.
- Evaluated member insurance policies to provide tailored product referrals, ensuring alignment with individual needs and eligibility criteria.
- Process policy amendments and endorsements on personal auto insurance policies, ensuring accuracy and compliance with established guidelines.
- Maintained accurate policy documentation while ensuring compliance with company underwriting guidelines and regulatory requirements, supported risk management efforts.
- Resolves member inquiries and complaints promptly, maintaining a high level of professionalism.
Licensed Insurance Agent
Comparion
The Woodlands, Texas
03.2024 - 09.2024
- Provided clients with accurate information regarding available insurance coverage options, explaining policy provisions and coverage details to facilitate informed decision-making and ensuring a clear understanding of their policies.
- Developed strong relationships with clients through timely communication and personalized service, fostering client retention.
- Reviewed and processed policy adjustments to ensure accurate coverage and premiums for policyholders.
- Streamlined processing of insurance applications, improving workflow and client experience.
- Utilized CRM software to track customer interactions and identify potential upsell prospects, improving engagement strategies.
Inbound Call Center Representative
Charter Communications, Spectrum
Albany, New York
07.2019 - 10.2023
- Managed high-volume inbound calls, resolved customer inquiries, and improved customer satisfaction through effective communication.
- Resolved customer problems with knowledgeable and friendly service, promoting high satisfaction.
- Collaborated with team members to streamline call handling processes, improving response times and support efficiency.
- Maintained knowledge of current promotions and service updates for customer support.
- Maintained up-to-date knowledge of promotions and service updates to enhance customer support.
- Surpassed monthly sales targets by developing tailored strategies that enhanced client engagement and retention.
Corporate service officer
BlumbergExcelsior
Menands, New York
10.2017 - 07.2019
- Prepared corporate and LLC entities with accuracy
- Provided client support to strengthen relationships and increase client satisfaction
- Addressed customer complaints promptly to improve service quality.
- Conducted regular follow-ups to verify customer satisfaction and address support needs.
- Streamlined documentation processes to improve compliance and reduce turnaround time
Education
Associate of Applied Science - Business Administration And Management
Mildred Elley
Albany, NYSkills
- Policy review & evaluation
- Risk & insurance compliance
- Policy administration
- Document accuracy
- Customer relationship management
- Conflict resolution
Certification
- Adjuster All Lines , TX (3458735)
- Property & Casualty , TX (3154206)
- Life , TX ( 3156008)
Timeline
PMG/MSC Specialist
AAA Auto Club
05.2026 - Current
Licensed Insurance Agent
Comparion
03.2024 - 09.2024
Inbound Call Center Representative
Charter Communications, Spectrum
07.2019 - 10.2023
Corporate service officer
BlumbergExcelsior
10.2017 - 07.2019
Associate of Applied Science - Business Administration And Management
Mildred Elley