
Results-driven insurance professional with three years of experience in personal lines insurance, specializing in policy management, claims support, compliance auditing, and customer service. With a proven ability to manage high-volume administrative tasks with exceptional accuracy, including policy processing, documentation, data entry, and client communications.
A personal lines insurance policy manager with 3 years of experience, working directly with policyholders, assisting them with processing secured payments, and answering general questions while actively listening to better understand our members' needs. Additional duties would include reviewing renewal declarations, submitting adjustments/modifications to underwriting, and negotiating payment terms. Policy adjustments to internal systems to live-update replacement costs.
Assist members in addressing concerns and implementing relevant solutions. While negotiating and processing payment plans.
Developing training manuals and working with the board to develop new departmental procedures additionally leading a team of 10+ agents, conducting regular one-on-one coaching's with agents setting expectations, monitoring goals.