Underwriting Service Assistant with over 2 years experience completing policy transactions with high level of quality. Detail oriented and dedicated to improving productivity to provide remarkable customer service.
Overview
13
13
years of professional experience
Work History
Underwriting Service Assistant- PL Fire
State Farm
12.2021 - Current
Enhanced underwriting efficiency by streamlining workflow processes and procedures.
Organized workload efficiently using time management skills to meet or exceed productivity targets consistently.
Processed policy changes promptly, resulting in increased customer satisfaction and retention rates.
Managed a high volume of data entry tasks, maintaining exceptional attention to detail and accuracy within tight deadlines.
Disaster Relief Specialist
Small Business Administration
06.2021 - 11.2021
Provided detailed information regarding SBA's disaster loan program
Assisted borrowers with information regarding questions about loan closing and disbursement process.
Kept case files updated, accurate and aligned with requirements.
Licensed Insurance Agent
TTEC
08.2019 - 05.2021
Collaborated with underwriters to obtain favorable policy terms for clients while mitigating risk exposure for the company.
Entered customer payments into system.
Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
Obtained underwriting approval by completing application for coverage.
Administrative Assistant
American Dawn
07.2013 - 07.2019
Supported executive staff through scheduling meetings and preparing crucial documents.
Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
Entered customers payment into database
Personal Banker
Citibank
12.2010 - 04.2013
Improved customer satisfaction by providing personalized banking solutions and exceptional service.
Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
Insurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State FarmInsurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State Farm