Nancy Wagner
Olympia,WA
Summary
Enthusiastic individual with superior skills in working in both team-based and independent capacities. Bringing strong work ethic and excellent organizational skills to any setting. Excited to begin new challenge with successful team.
Overview
24
24
years of professional experience
Work History
Commercial CSR
Duncan & Associates Insurance Brokers
06.2021 - Current
- Inform and educate clients about coverage, exclusions and exposures; document electronic files accordingly.
- Maintain client files in Hawksoft Client Management System
- Process daily incoming email, and phone requests, responding promptly and appropriately.
- Provide technical support to Producers (coverage-wise, with proposal, suspense, items etc.) to help clients.
- Assist clients in making appropriate coverage changes; inform and educate clients about coverage’s, exclusions, exposures, and audits and document electronic file accordingly.
- Renew and re-market accounts as needed in conjunction with agency standards.
- Orders and issues binders, certificates, policies, endorsements, and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
- Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
- Set up finance contracts with Premium Finance Company and help negotiate rates when applicable.
- Manage agency social media accounts
Producer
Farmers Insurance
04.2015 - 06.2021
- Manage 1800+ Personal and Commercial Policies
- Provided coverage option information to assist clients in protecting assets
- Promoted products and services using up-selling and other sales strategies
- Attended continuing education courses and workshops to gain additional insurance industry knowledge
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations
- Experienced with Acord form and supplemental application processes
- Proficient designing commercial insurance packages with brokers
Art Director
Ramona Sentinel
01.2007 - 10.2014
- Produced imaginative illustrations in efficient and timely manner.
- Training, assigning, scheduling, coaching employees
- Met art department work standards by following production, productivity, quality, and customer-service standards
- Resolved operational problems; improving work process
- Prepared advertising layouts for pre-press
- Obtained client approval by presenting final layouts, responding to client commentary and requests
- Improved quality results by studying, evaluating, and re-designing processes; implementing changes
- Updated job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks
Art Director
Orange Book Directories
10.2000 - 01.2007
- Improved quality standards of company's digital printing process by effectively using custom software
- Carefully prepared all design layouts into pre-press files for offset, web and digital printing
- Collaborated with production on task list creation to meet overall project goals on time
- Learned new software packages in addition to traditional art methods
- On-boarded to convert phone books from paste-up to digital production
Skills
- Licensed Insurance Agent
- Commercial Account Manager
- Graphic Design
- Adobe Suite
- Canva
- Meta Business Suite
Timeline
Commercial CSR
Duncan & Associates Insurance Brokers
06.2021 - Current
Producer
Farmers Insurance
04.2015 - 06.2021
Art Director
Ramona Sentinel
01.2007 - 10.2014
Art Director
Orange Book Directories
10.2000 - 01.2007
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