Roseanna Moran
Phoenix,AZ
Summary
Results-oriented financial services expert with extensive experience in fraud prevention and adept multitasking skills in high-pressure environments. Results-driven Insurance Agent skilled in delivering tailored insurance product recommendations and facilitating client transitions. Strong background in compliance regulations and fraud prevention, contributing to operational integrity and enhanced customer satisfaction.
Overview
21
21
years of professional experience
Work History
Insurance Agent
Farmers
Highland
11.2023 - Current
- Executed risk management strategies to align with dynamic state regulations.
- Conducted front line underwriting to identify and mitigate fraud risks in insurance applications.
- Recommended products tailored to meet specific client needs and requirements.
- Facilitated transition of over 100 contracts to optimize risk pooling solutions.
- Negotiated effective solutions between company and clients within fast-paced environments.
Insurance Agent and Banking Specialist
USAA
Phoenix, AZ
07.2005 - 08.2023
- Facilitated service and sales of insurance contracts, aligning client needs with appropriate coverage as front line underwriter.
- Reviewed contracts for accuracy, appropriate coverage, and adherence to usage guidelines.
- Delivered tailored recommendations and solutions, enhancing client satisfaction in high-volume, fast-paced environments.
- Opened bank accounts and credit lines while ensuring compliance with anti-fraud guidelines.
- Audited calls for compliance in a senior advisory capacity, enhancing operational integrity.
- Developed and distributed monthly department-wide newsletters to share company news and foster corporate culture.
- Trained new employees and mentored peers, fostering skill development and knowledge transfer within the team.
- Participated in team initiatives to implement new working processes.
Education
Bachelor of Arts - Communications
Grand Canyon University
Phoenix, AZSkills
- Risk management
- Underwriting assessments
- Compliance regulations
- Fraud prevention
- Insurance product recommendations
- Customer relationship management
Accomplishments
- Idea implemented to facilitate more streamlined renters application at USAA
- Graduated Magna Cum Laude
Timeline
Insurance Agent
Farmers
11.2023 - Current
Insurance Agent and Banking Specialist
USAA
07.2005 - 08.2023
Bachelor of Arts - Communications
Grand Canyon University