Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

PHYLLIS YORK

Summary

Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.

Overview

31
31
years of professional experience
1
1
Certification

Work History

Service Leader Role for Agency

Ted Marty & Associates
09.2014 - Current
  • Determine insurance needs for the customer and recommend appropriate coverage and Company placement amongst all carriers and brokers
  • Shared responsibility for the book of business of four producers; daily intake of calls, claims, certificates of insurance, processing of policy changes and including remarketing when necessary.
  • Knowledgeable in Vertafore AMS 360, Agency Revolution, Outlook, DocuSign, and Excel.
  • Supporting team members, helping individuals to reach their full potential, initiate process to overcome barriers so that the team can thrive.
  • Commercial Lines Account Representative
  • Agency Revolution Specialist for the Agency

Litigation Claim Representative

Sedgwick Claims Management Svcs.
09.2012 - 09.2014
  • Acting as company intermediary to evaluate customers’ claims and determining if the loss is covered and whether the claim should be compensated, collaborating with company attorneys if we were to proceed to court.
  • Investigate and process claims filed by policyholders, including interviews, statements, evaluations of body shop estimates, verification of policy coverage, obtaining police reports, hospital records, obtaining photos, and evaluating all information as to how the claim should be managed. Issue payments within company policy guidelines.
  • Claim Representative 1, Senior Claim Representative

Claim Representative 1

Liberty Mutual Insurance
09.1994 - 09.2012
  • Trainer for onboard hires
  • Senior Claim Representative
  • Litigation Claim Representative
  • Subrogation handler

Education

Diploma -

Loveland High School
Loveland, OH
06.1980

Skills

  • Team management
  • Exceptional communication
  • Coaching and mentoring
  • Financial acumen

Certification

  • Ohio Dept. Of Insurance - Resident Major Lines / Casualty, Property #1048171 November 2014- Present
  • Kentucky Dept. Of Insurance - Independent Adjuster #344319 Feb. 2018 – Present
  • Insurance Institute of America - Associate in Claims July 2005 - Present
  • Insurance Institute of America April 2006 - Present
  • American Educational Institute Inc. - Associate in Insurance Services (AIS) July 2013 – Present
  • American Educational Institute Inc. - Casualty Claims Law Specialist

Timeline

Service Leader Role for Agency

Ted Marty & Associates
09.2014 - Current

Litigation Claim Representative

Sedgwick Claims Management Svcs.
09.2012 - 09.2014

Claim Representative 1

Liberty Mutual Insurance
09.1994 - 09.2012

Diploma -

Loveland High School

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