Pamela Mondaine AINS, AIS
Pflugerville,TX
Summary
As a seasoned professional in the insurance domain, my expertise is anchored in a diverse and robust understanding of personal lines insurance and customer-centric service. Holding distinguished qualifications including an Associate in Insurance (AINS®) and Associate in Insurance Services (AIS), my academic and professional journey has been marked by continual learning and adaptation.
Overview
10
10
years of professional experience
Work History
Account Manager, Inside Sales
CoverTree Inc.
02.2023 - Current
- Determined needs, delivered solutions, focusing on the unique selling propositions of CoverTree's specialized insurance offerings.
- Collaboratively devised and executed strategic sales plans, underscoring the unmatched benefits of our offerings
- Consistently met and exceeded monthly and annual sales targets, contributing substantially to the company's growth trajectory.
- Translated client feedback into actionable insights, playing a crucial role in product enhancements and innovations.
Personal Lines Field Underwriter
Sensa Insurance
09.2022 - 02.2023
- Portfolio Management: Initially, conduct post binding reviews of all new business to ensure risks meet the desired profile and underwriting appetite requirements
- Renewal Management: Responsible for the timely and thorough review and processing of renewal business that fail the Renewal Pass Through process and acquire any additional needed information from appropriate sources as required
- Policy maintenance: Conduct on-going claims review to determine the impact on the portfolio and whether any specific underwriting actions are required
- Execute policy endorsements, adjust billing parameters, and dispatch the declarations page
Licensed Insurance Advisor
Insurance Supermarket
09.2021 - 03.2022
- Increasing revenue through sales strategies, which included pursuing out and capitalizing on new sales opportunities
- Selected Contributions:
- Capitalized on new sales opportunities through inbound and outbound calls, chat, and email
- Followed underwriting guidelines, processed policy endorsement, and customer requests, and accurately processed billing
Licensed Insurance Agent
Medigap 360
08.2020 - 09.2021
- Leveraged experience and functional knowledge to optimize customer service strategies
- Increased client retention through a focus on customer needs and market demands
- Exhibited resourcefulness by developing viable solutions to a variety of challenging issues
- Page 1 | 2
- Selected Contributions:
- Demonstrated leadership and communication skills while managing a new team of four licensed agents
- Exercised detailed analysis and judgment to customize and negotiate insurance programs for individual customers with a focus on covering target risk types
- Facilitated 16% increase in revenue in first six months.
Progressive Multi-Product Agent
04.2018 - 07.2020
- Established solid foundation for success by customizing insurance programs for individual customers designed to cover target risk types
- Selected Contributions:
- Exercised sound judgment and discretion while setting up clients with new policies; highly skilled in calculating premiums and establishing sound payment methods
- Generated energy and stability by promoting policy sales with persuasive, comprehensive explanations of plan features and advantages against competitor options
- Employed balanced, disciplined leadership and skill to achieve a top performance conversion rate of 35%.
Internal sales Agent
Credit Union Insurance Agency
11.2013 - 04.2018
- Contributed to the agency's financial health by achieving and exceeding monthly sales and retention objectives
- Selected Contributions:
- Demonstrated perceptiveness and determination by calling and following up on members with a focus on embracing upsell opportunities
- Ensured flawless execution by accurately and thoroughly completing and submitting insurance applications and documentation in alignment with company guidelines and policies
- Delivered key contributions toward success by transferring policies to new companies to retain of clients.
Education
Associate in Insurance (AINS) - Insurance
American Institute For CPCU
2022
Associate in Insurance Services AIS - Insurance
American Institute For CPCU
2022
Skills
- Risk Assessment
- Risk Evaluation
- Insurance Operations
- Agent Collaboration
- Critical Thinking
- Customer Relationship Management
- Data Verification
Timeline
Account Manager, Inside Sales
CoverTree Inc.
02.2023 - Current
Personal Lines Field Underwriter
Sensa Insurance
09.2022 - 02.2023
Licensed Insurance Advisor
Insurance Supermarket
09.2021 - 03.2022
Licensed Insurance Agent
Medigap 360
08.2020 - 09.2021
Progressive Multi-Product Agent
04.2018 - 07.2020
Internal sales Agent
Credit Union Insurance Agency
11.2013 - 04.2018
Associate in Insurance (AINS) - Insurance
American Institute For CPCU
Associate in Insurance Services AIS - Insurance
American Institute For CPCU
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