Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Underwriter
Just Insure
01.2024 - Current
Evaluate and maintain existing policy information to ensure data is current, accurate, and appropriately price for renewal
Communicate with clients to gather necessary information, resolve inquiries, and assure smooth underwriting process
Remain informed on underwriting procedures, industry, norms, corporate policies, guidelines, rules, and compliance standard.
Analyzed credit, income, compliance, title documents, and appraisals during underwriting process.
Provided professional services and support in a dynamic work environment
Service Representative Property & Casualty
Horace Mann Insurance Companies
07.2023 - 01.2024
Use critical independent analysis and judgment to investigate and problem solved customers inquiries via phone email and chat
Maintain compliance within every interaction by adhering to all applicable company and state rules and regulations
Exceed individual, customer service and quality goals by executing the customer experience service model.
Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively.
Operated in dynamic, high-volume environments to provide skilled assistance to more than 75 customers each day
Policy Specialist
GEICO, Government Employees Insurance
01.2021 - 07.2023
Handled high volume of inbound calls from policyholders, providing exceptional customer service and support regarding insurance policies, claims, billing inquiries, and policy changes
Assist customers in understanding policy terms, premiums, and available insurance products, resulting in increase retention by 20%
Resolve customer complaints and concerns effectively, maintaining customer satisfaction rating of over 95%.
Collected, arranged, and input information into database system
Personal Banking Representative
BMO Harris Bank-Buffalo Grove, IL
11.2018 - 12.2020
Accurately document client request using group tracking system
Insured all standards for documenting request/issues were met
Achieved sales targets by cross-selling banking products such as savings accounts, credit cards
Actively listen to clients request/concerns and diagnose clients service needs to resolve clients request in timely manner while, breaking down strategic problem and analyzing, data and information to provide insight and recommendations.
Account Management Specialist
US Bank-Overland Park, KS
03.2016 - 10.2018
Facilitated balance transfers for cardholders, managing process from initiation to completion
Conducted financial assessments and credit checks to determine eligibility for balance transfer offers
Utilized CRM systems and financial software to track transfer requests, ensuring accuracy and compliance with transfer accounts.
Provided account oversight, validating practices and verifying contract compliance.
Evaluated pending service calls daily for assigned customers and worked with appropriate branches.
Kept detailed records of daily activities through online customer database
Education
Associate of Applied Arts - Business Administration
Johnson County Community College
12.2020
Skills
Attention to detail
Leadership
Organization and time management
Financial services
CRM Software
Microsoft Excel
Caseload Management
Analyzing data
Policy renewal
Customer Service
Client Retention
Account Management
Certification
Property & Casualty License
Timeline
Underwriter
Just Insure
01.2024 - Current
Service Representative Property & Casualty
Horace Mann Insurance Companies
07.2023 - 01.2024
Policy Specialist
GEICO, Government Employees Insurance
01.2021 - 07.2023
Personal Banking Representative
BMO Harris Bank-Buffalo Grove, IL
11.2018 - 12.2020
Account Management Specialist
US Bank-Overland Park, KS
03.2016 - 10.2018
Associate of Applied Arts - Business Administration