Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Timeline
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Nathaniel Ellis

Eastvale,CA

Summary

Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Licensed Insurance Agent

RealPage
03.2022 - Current
  • Responds to 65+ daily to inbound calls to assist renter's insurance policy holders with policy quotes, answering billing questions/ processing payments, and claims and coverage inquires
  • Read over insurance policies to ascertain levels of coverage and determine whether claims would receive approvals or denials.
  • Analyze information gathered by investigation and reported findings and recommendations.
  • Work collaboratively with Claim Adjusters to assist them in investigating suspicious policies for potential insurance fraud claims
  • Follow-up with policy holders regarding their claim settlements and deductible premiums.
  • Evaluate insurance policies and analyzed damages to determine coverage.
  • Achieved high customer satisfaction ratings by providing clear and timely communication throughout the claims process.
  • Mitigated risks and increased profitability with well-developed strategies for reducing future claims and costs.

Insurance Agent

AIS Insurance
04.2021 - 03.2022
  • Answered 50+ incoming customer calls daily to service and maintain existing accounts
  • Conducted thorough investigations of accidents, ensuring accurate determination of liability and coverage.
  • Identified fraudulent claims through thorough analysis, protecting company resources from unnecessary payouts.
  • Consistently met performance metrics while maintaining high-quality work in a fast-paced environment.
  • Coordinated with repair shops and rental agencies for prompt vehicle assistance to clients during the claim process.
  • Assisted clients in understanding their policy coverage, fostering trust and confidence in the company.
  • Processed and recorded new policies and claims.
  • Resolved disputes between insurance carriers through effective negotiation strategies that minimized legal involvement.
  • Documented all findings in concise reports.
  • Demonstrated adaptability by adjusting quickly to changes in systems or procedures within the organization.
  • Managed multiple claims simultaneously while maintaining organization and attention to detail.
  • Worked collaboratively with Claim Adjusters to assisted them with loss investigations
  • Processed multiline insurance policy changes based on customer needs and business demands while remaining 100% compliant to carrier's underwriting standards and guidelines
  • Researched, analyzed and responded to customer policy inquires and changes, as well as explained specific coverage and billing questions
  • Quoted additional lines of insurance; prepared and completed insurance applications, as well as followed up on necessary information
  • Educated customers regarding insurance needs, complete insurance application, and bind coverage
  • Conducted compliance and integrity checks at random under the guidance of Underwriter.
  • Mitigated potential litigation risks through careful attention to detail in documenting evidence gathered during investigations and claim evaluations.
  • Enhanced customer satisfaction by efficiently managing auto claims and providing prompt resolutions.
  • Utilized strong negotiation skills to settle disputed liability cases in a fair and reasonable manner, ultimately minimizing company exposure to financial risk.
  • Demonstrated expert knowledge of auto insurance policies and coverages, allowing for accurate assessment of damages and appropriate claim payouts.

Loan Officer

Titan Mutual Lending
02.2019 - 04.2021
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Ensured compliance with all federal and state regulations throughout the loan origination process.
  • Explained very technical financial information to applicants in easy to understand language.
  • Monitored pipelines to track and log status of loans.
  • Processed loan applications and monitored progress from start to finish.
  • Developed strong relationships with customers through high levels of customer service.
  • Compiled closing packages for drafting and presentation accuracy.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Proactively identified and mitigated risks associated with complex transactions through careful analysis of financial information provided by applicants.
  • Conducted thorough credit analysis to minimize risk exposure for the financial institution.
  • Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
  • Analyzed potential risks and evaluated loan products to identify suitable options for customers.
  • Negotiated favorable loan terms with borrowers, increasing overall profitability for the company.
  • Contributed to the growth of the organization by actively participating in various marketing initiatives aimed at promoting its loan products and services.
  • Continuously educated oneself on emerging industry trends, allowing for delivery of relevant guidance tailored to each client''s unique circumstances.

Admissions Representative

NTMA TRAINING CENTERS
12.2017 - 03.2019
  • Met prospective students, offered information and represented institution by attending career events.
  • Collaborated with various departmental staff to organize activities, presentations and meetings for potential enrollees.
  • Conducted interviews with participants to assess eligibility.
  • Supported diversity initiatives within the institution by implementing inclusive recruitment practices aimed at underrepresented populations.
  • Attracted and recruited students by communicating job placement information via phone and email.
  • Enhanced communication within the admissions office by creating regular reports detailing recruitment efforts, trends, and projections to share with colleagues and management.
  • Maximized enrollment working closely with students and parents to boost conversion rates of prospective students to 90%.
  • Provided exceptional customer service to all inquiries from prospective students, parents, and educators seeking information about the institution and its programs.
  • Increased student enrollment by conducting informative and engaging campus tours for prospective students and their families.
  • Explained admissions procedures and courses offered to potential students.
  • Contributed to a positive work environment within the admissions office through active collaboration with colleagues on various projects and initiatives.
  • Utilized data-driven tracking system and recruitment processes to find optimal candidates for interviews and employment opportunities.

Sales Manager

Spectrum
08.2014 - 12.2017
  • Optimized territory management plans by analyzing data on customer demographics, preferences, and buying patterns.
  • Compiled and analyzed data to determine approaches to improve sales and performance.
  • Established and cultivated solid business relationships with new or existing customers.
  • Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
  • Negotiated contracts with vendors and suppliers, ensuring the best pricing and terms for company profitability.
  • Organized promotional events and interacted with community to increase sales volume.
  • Assisted in recruiting top talent for the sales team, contributing to a high-performing work environment.
  • Streamlined sales processes for improved efficiency, resulting in higher conversion rates.
  • Collaborated with marketing teams to create targeted promotional campaigns, driving customer engagement and sales growth.
  • Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
  • Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
  • Built relationships with customers and community to establish long-term business growth.
  • Boosted marketing, reviewed pricing strategies and expanded distribution channels to increase sales revenue.
  • Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.
  • Recruited and hired top-level talent to add value and expertise to sales department.
  • Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
  • Implemented CRM systems for better tracking of leads, improving follow-up processes and communication within the team.
  • Drove sales by developing multi-million dollar contract sales.
  • Increased profit margins by effectively controlling budget and overhead and optimizing product turns.
  • Attended industry shows, conventions, and other meetings with primary mission of expanding market opportunities.
  • Analyzed market trends to identify new business opportunities, leading to expansion into profitable territories.
  • Led a successful sales team by providing motivational coaching and performance-based incentives.

Education

Bachelor of Science in Business -

University of Phoenix
07.2020

Skills

  • Risk Assessment Knowledge
  • Insurance Policy Sales
  • Insurance Program Analysis
  • Claims Processing
  • Investigation Management
  • Policy investigations
  • Call center experience
  • System implementation
  • Staff Development
  • Project Planning
  • MS Office
  • Repair Cost Estimation

Certification

Property & Casualty License

Personal Information

Work Permit: Authorized to work in the US for any employer

Timeline

Licensed Insurance Agent

RealPage
03.2022 - Current

Insurance Agent

AIS Insurance
04.2021 - 03.2022

Loan Officer

Titan Mutual Lending
02.2019 - 04.2021

Admissions Representative

NTMA TRAINING CENTERS
12.2017 - 03.2019

Sales Manager

Spectrum
08.2014 - 12.2017

Bachelor of Science in Business -

University of Phoenix

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Nathaniel Ellis