Nicole Long

INSURANCE BUSINESS MANAGER

AAA TEXAS

Round Rock

02.2001 - 05.2018

Analyzed sales volume, retention and loss ratio trends to identify areas for improvement
Led a team of 20 agents in 3 separate locations achieving production goals with sales agents
Contribute ideas and feedback at weekly sales and training meetings.
Evaluated accuracy of data entered the agency management system.
Collect, analyze and validate agent commissions
Analyzed sales volume, retention and loss ratio trends to identify areas for improvement
Assessed employee performance and developed improvement plans and engaged in positive motivational techniques
Completed daily reports detailing branch activities
Exceeded deadlines by proactive managing both individual and team tasks
Evaluated leads obtained through direct referrals, lead databases and cold calling
Lead marketing campaigns and coordinated logistics for each event.
SENIOR CUSTOMER INSURANCE SERVICE REPRESENTIVE
Accurately communicate policy coverage details to customers
Effectively supported sales, marketing and administrative teams
Handled all paperwork and direct communication with underwriting and claims department
Developed reputation as an efficient service provider with high levels of accuracy
Scored in top 10% of employees in successful resolution of issues
Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot.
AUTO CLAIMS REPRESENTIVE
Evaluated claim evidence and analyzed damages to determine coverage
Communicated coverage and claim questions directly to policy holders
Drafted claim reports covering all phases of the investigation Reported directly to management on customer problems, field conditions, safety issues and policy problems
Documented all investigation activity, including suspicious and potentially fraudulent insurance claims
TEAM LEAD (ASSISTANT MANAGER)
Trained, coached, and mentor staff to achieve sales goals
Maintained up-to-date knowledge of product and service change
Managed workflow to exceed goals and daily reporting
Assessed employee performance and developed improvement plans
Supported the sales team in writing and closing contracts
Built relationships with customers and the community to establish long-term business growth
Coordinated events and marketing materials
INSURANCE SERVICE REPRESENTATIVE
Resolved customer issue in a timely manner
Communicated new product information to the sales team
Accurately explained policy details to customers
Achieved sales goals and service performance requirements
Facilitated communication between different teams within the organization through regular meetings.
Provided training sessions for employees on new software systems used in business operations.
Analyzed market trends and identified new business opportunities.
Ensured compliance with industry regulations and company policies.
Developed marketing plans for new products or services offered by the company.