Natalie Pollack
Beaverton,OR
Summary
Professional insurance specialist with track record of delivering member-focused solutions and driving positive team outcomes. Adept at navigating complex policies and building lasting professional relationships. Strong collaborator, adaptable to changing needs, history of providing guidance to teammates, and consistently reliable in achieving department goals.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Insurance Agent
First Tech Insurance Services
08.2016 - Current
- Educate and train new employees: Teach processes, carrier underwriting guidelines, ezlynx, documentation, and compliance to avoid any E&O claims.
- Support ongoing strategies to expand the agency's growth goals: Reviews, marketing ideas, process changes
- Review files and address issues arising from incorrectly processed tasks, complicated situations, or clients too difficult for other agents to manage
- Work closely with management for process mapping in Ezlynx and gave recommendations for process efficiencies
- Establish relationships throughout the credit union by answering insurance questions, collaborating on projects, and addressing issues as they arise
- Provide feedback to coworkers when tasks are not done correctly and an issue arises so that they can avoid the issue in the future
- Analyze procedure processes and offer alternative solutions to inefficiencies
Underwriter Assistant
Hull & Company
06.2013 - 06.2016
- Ensured compliance with carrier requirements through diligently auditing files at closing to ensure they comply with eligibility requirements
- Developed lasting relationships with brokers, insurance agents, and business owners through strong customer service and prompt resolution of request
- Review individual business needs and build custom policies to best protect each unique business
- Managed a diverse portfolio of accounts, maintaining a high level of customer satisfaction through proactive communication and prompt service delivery.
- Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
Education
Bachelor of Arts - Business Administration And Management
SAINT EDWARDS UNIVERSITY
Austin, TX05.2010
Skills
- Analytical
- Detail Oriented
- Creative problem solving
- Adaptability
- High Interpersonal Communication
- Leadership skills
- Dedication
- Avid learner and teacher
Certification
Insurance Producer, 18391931
References
- Kathleen McConnell, Insurance Sales Agent, First Tech Insurance Services, (916) 316-7600, Kathleen.McConnell@firsttechfed.com
Timeline
Insurance Agent
First Tech Insurance Services
08.2016 - Current
Underwriter Assistant
Hull & Company
06.2013 - 06.2016
Bachelor of Arts - Business Administration And Management
SAINT EDWARDS UNIVERSITY
Similar Profiles
IJAZ AIJAZ A
Operations Lead at MWYN Insurance Tech Pvt. LtdOperations Lead at MWYN Insurance Tech Pvt. Ltd
Nitish ReddyNitish Reddy
.NET Developer at (E Universe Tech) Great American Insurance Group.NET Developer at (E Universe Tech) Great American Insurance Group
LEON FERROLEON FERRO
Senior Web Product Designer / Frontend Developer at CLOUDLOBSTERS TECH INSURANCESenior Web Product Designer / Frontend Developer at CLOUDLOBSTERS TECH INSURANCE
Kris Zickert BSN, RNKris Zickert BSN, RN
Inpatient Nurse Case Manager at Oregon Health & Sciences UniversityInpatient Nurse Case Manager at Oregon Health & Sciences University
Emily HinesEmily Hines
Program Specialist at KinderCare Learning CentersProgram Specialist at KinderCare Learning Centers