Monique Williams
Conroe,TX
Summary
Detail-oriented insurance professional with Property & Casualty experience in personal auto insurance, policy review, and documentation. Demonstrates expertise in coverage verification, procedural compliance, and accurate recordkeeping. Committed to enhancing underwriting processes and leveraging analytical skills to drive operational efficiency.
Overview
1
1
Certification
7
7
years of professional experience
Work History
PMG/MSC Specialist
AAA Auto Club
Costa Mesa, California
05.2026 - Current
- Consistently achieved 100% member satisfaction survey ratings while supporting members with policy-related questions and service needs.
- Review personal auto policy information for accuracy and completeness and identify appropriate referral opportunities, achieving 17%
- monthly referral performance against a 10% goal.
- Review personal auto policy information for accuracy and completeness and identify appropriate referral opportunities, achieving 17% monthly referral performance against a 10% goal.
- Resolved member inquiries and complaints promptly, providing accurate information and support to enhance member satisfaction. Maintain accurate policy documentation while ensuring compliance with company underwriting guidelines and regulatory requirements, supported risk management efforts Processed policy amendments and endorsements on personal auto insurance policies, ensuring accuracy and compliance with established guidelines
Licensed Insurance Representative
Qualfon Data Services
Highland, Michigan
01.2025 - 12.2025
- Advised clients on claims processes and documentation requirements to expedite claims resolution
- Utilized software and tools to streamline insurance processes, increasing operational efficiency
- Utilized software and tools to streamline insurance processes, enhancing overall operational efficiency.
- Completed documentation for insurance policies, improving client interaction
- Prepared and submitted insurance applications for review and approval.
- Identified and evaluated risk factors for various insurance policies associated with different types of policies.
Licensed Insurance Agent
Comparion
The Woodlands, Texas
03.2024 - 09.2024
- Educated clients on insurance coverage options, clarifying policy provisions and coverage details to facilitate informed decision-making.
- Reviewed and processed policy adjustments, ensuring accurate coverage and premiums for policyholders.
- Developed strong client relationships through timely communication and personalized service, resulting in increased client retention.
- Leveraged CRM software to track customer interactions and identify upsell opportunities, enhancing engagement strategies.
- Streamlined insurance application processing to enhance workflow and elevate client experience.
Inbound Call Center Representative
Charter Communnications
Albany, New York
07.2019 - 10.2023
- Consistently exceeded monthly sales conversion goals, achieving a 27%+ conversion rate against 20% monthly target
- Delivered customer support in a high-volume call center, ensuring customer satisfaction and efficient problem resolution.
- Managed high call volume while ensuring accurate documentation of customer interactions, verifying account information, and processing account changes.
- Updated knowledge of promotions and service changes to enhance customer support and provide relevant information.
- Collaborated with team members to streamline call handling processes, improving response times and support efficiency.
Education
Associate of Applied Science - Business Administration And Management
Mildred Elley
Albany, NYSkills
- Policy Information Review & Accuracy
- Coverage Knowledge & Policy Provisions
- Policy Changes & Endorsements
- Insurance compliance
- Insurance Documentation & Record-keeping
- CRM & MRM software
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 Representative
Qualfon Data Services
01.2025 - 12.2025
Licensed Insurance Agent
Comparion
03.2024 - 09.2024
Inbound Call Center Representative
Charter Communnications
07.2019 - 10.2023
Associate of Applied Science - Business Administration And Management
Mildred Elley