Randi M. Brooks
Coppell,Texas
Summary
Detail-oriented insurance professional with 3+ years of progressive experience at AAA Texas, transitioning from high-performing sales agent to Insurance Service Coordinator. Proven ability to evaluate risk, analyze insurance applications, and support underwriting decisions in alignment with company guidelines. Skilled in client service, policy processing, and cross-functional collaboration between Sales and Underwriting. Licensed in Property & Casualty and Life Insurance with a strong foundation in insurance operations, risk assessment, and regulatory compliance. Eager to leverage experience and analytical mindset in a full-time underwriting role.
Overview
3
3
years of professional experience
Work History
Insurance Service Coordinator
AAA Texas
11.2024 - Current
- Review and analyze new business applications and supporting documentation to ensure compliance with underwriting guidelines and risk tolerance levels.
- Recommend policy modifications or rejections per AAA’s product manuals; adjust risk attributes to bring submissions within acceptable thresholds.
- Coordinate corrections for identified policy errors and communicate final decisions to Sales Agents while maintaining strong interdepartmental relationships.
- Support underwriting operations by interpreting and applying risk management principles in a fast-paced service environment.
- Demonstrate advanced analytical, decision-making, and problem-solving skills alongside proficiency in Microsoft Office applications.
- Collaborate within team settings to ensure efficient task turnaround, accurate documentation, and smooth underwriting workflow.
Insurance Sales Agent
AAA Texas
04.2022 - 11.2024
- Sold auto, home, and life insurance policies, as well as AAA memberships, while providing personalized service to support client retention and growth.
- Collected, verified, and processed policy applications; referred non-qualifying risks to in-house underwriting and supported documentation accuracy.
- Conducted policy reviews, responded to underwriting inquiries, and maintained knowledge of rating factors, product rules, and system navigation.
- Prospected leads through warm calls and walk-in member engagement; identified insurance needs to drive cross-sell opportunities and business retention.
- Supported post-sale policy servicing, including endorsements, document collection, and issue resolution in compliance with underwriting guidelines.
- Maintained up-to-date licensure in Property & Casualty and Life Insurance while consistently meeting performance and quality standards.
Education
Bachelor of Science -
Business Administration
05.2025
Associate in Insurance - undefined
The Institutes
05.2025
Skills
- Underwriting Support & Risk Assessment
- Insurance Policy Processing
- Regulatory Compliance
- Customer Service & Effective communication
- Analytical Thinking & Problem Solving
- Insurance Systems: Guidewire, AIP, MRM, Microsoft Office Suite
- Multitasking & Workflow Management
- Team Collaboration
- Time Management & Organization
- Detail orientation
- Adaptability
Professional Development
- Texas Property & Casualty Insurance License, Active, 2022-01-01, Completed continuing education in 2024
- Texas Life Insurance License, 2024-08-01
- AAA Principles of Leadership Program, Completed internal leadership training to qualify for tuition reimbursement
- Bachelor of Science in Business Administration, Currently pursuing, Through AAA's tuition reimbursement program
- Associate in Insurance (AINS), Enrolled, Through AAA’s partnership with The Institutes; in progress
- AAA High Gear Leadership Program, Goal to enroll as part of long-term leadership and underwriting career path
- Career Engine 360 Training, Completed Microsoft Office trainings and all required compliance certifications
Timeline
Insurance Service Coordinator
AAA Texas
11.2024 - Current
Insurance Sales Agent
AAA Texas
04.2022 - 11.2024
Associate in Insurance - undefined
The Institutes
Bachelor of Science -
Business Administration
Similar Profiles
Sherry HarrisSherry Harris
B2B Membership Sales Manager at AAA TexasB2B Membership Sales Manager at AAA Texas
REEM YOUNESREEM YOUNES
Inside Sales Representative at AAA TexasInside Sales Representative at AAA Texas
JACKIE VELASQUEZJACKIE VELASQUEZ
Claims Service Representative at AAA TexasClaims Service Representative at AAA Texas
Lejdi MiminiLejdi Mimini
Corporate Financial Planning & Analysis Manager at Flowserve CorporationCorporate Financial Planning & Analysis Manager at Flowserve Corporation
Tabrez MirzaTabrez Mirza
Volunteer at MOMIN Community CenterVolunteer at MOMIN Community Center