Nancy Bayne
Summary
Experienced insurance professional with a proven track record in delivering personalized solutions and fostering strong client relationships. Skilled in risk analysis, policy development, and effective communication. Focus on team collaboration and adaptability to changing needs. Seeking to transition into a role as a claim adjuster to leverage expertise and become a valuable asset to a dynamic team.
Overview
6
6
years of professional experience
1
1
Certification
Work History
SERVICE/Sales Office Manager
Bell-Isle Allstate Agency
06.2024 - Current
- Customer service and support to help resolve client inquiries, billing, endorsements complaints, and issues related to insurance coverage inspections and claims
- Prospecting for new clients cross selling, calling unsold quotes, calling old and new leads
- Preparing and presenting insurance quotes to clients and closing sales
SERVICE/SALES
Jess Tucket Allstate Agency
05.2023 - 06.2024
- Processed payments, endorsements LOE's, EOI's called on inspections, set appointments for renewals to address questions or concerns over rising rates
- Handled customer inquiries, provided support during and after the customers claim
- Called new and old leads and unsold quotes provided support to customers during the sale/closing process
SERVICE/SALES OFFICE MANAGER
Brainard Allstate Agency
10.2019 - 05.2023
- Overseeing daily operations such as running daily, weekly reports, answering daily emails, maintaining accurate and updated client records in CRM system
- Managed and trained staff in sales/service
- Manage client relationship sending reminders of premium payments, pending terminations, following up on inspections, effectively reviewing renewals with any rate changes with the customers to keep retention high
- Educated customers on insurance policies and claims procedures by addressing any questions and concerns they may have
- Implemented sales strategies to achieve target goals for selling auto, homeowners, umbrellas and other products to new customers and upgraded policies for established customers
Education
Associate of Science - Medical Assisting
Arizona College of Allied Health
Glendale, AZSkills
- Customer service
- Negotiation
- Time management
- Attention to detail
- Relationship building
- Problem-solving
- Goal oriented
- Office administration
- Multitasking Abilities
- Critical thinking
- Organizational skills
- Effective communication
Accomplishments
- Supervised team of 6 staff members.
- Achieved 80% RETENSION through effectively helping with SCHEDULING POLICY REVIEWS .
- Documented and RESOLVED ONBOARDING PROCESS AND BILLING ISSUES, which led to BETTER CUSTOMER RENTSION AND SATISFACTION.
- Achieved ABOUT 80% LESS POLICY CANCELATION FOR NON PAY by completing CUSTOMER BILLING PROCESS with accuracy and efficiency.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Certification
- P&C and Personal Lines License, AZ, 19347885, , 2019-11-20, 2027-04-30
- P&C and Personal Lines License, TX, 3178431, 2024-05-22, 2026-04-30
Section name
Title: Licensed Insurance Agent
Timeline
SERVICE/Sales Office Manager
Bell-Isle Allstate Agency
06.2024 - Current
SERVICE/SALES
Jess Tucket Allstate Agency
05.2023 - 06.2024
SERVICE/SALES OFFICE MANAGER
Brainard Allstate Agency
10.2019 - 05.2023
Associate of Science - Medical Assisting
Arizona College of Allied Health
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