SHARISE WIDGEON
Glen Allen,VA
Summary
Detail-oriented insurance professional with 8+ years in insurance operations, customer service, and claims support. Skilled in managing documentation, maintaining records, and coordinating with clients and internal teams. Experienced in workers' compensation and commercial insurance, with a solid understanding of medical terminology and case management processes.
Overview
10
10
years of professional experience
Work History
Commercial Underwriter
AgencyVa (Agentero)
11.2024 - Current
- Review and evaluate commercial insurance applications to assess risk exposure, eligibility, coverage requirements, and applicable underwriting guidelines.
- Reviewed detailed documentation, including financial information, loss runs, inspection reports, and application materials, to ensure informed underwriting decisions.
- Work with agents and brokers to obtain missing information, clarify requirements, resolve issues, and maintain consistent communication throughout the underwriting process.
- Manage multiple files and requests simultaneously while maintaining accuracy, productivity, and established service standards.
- Utilize multiple computer systems, underwriting platforms, databases, and electronic files to document activities and process applications.
- Review workers’ compensation and other commercial insurance risks while applying company and state-specific guidelines.
- Research and interpret company procedures, underwriting requirements, and regulatory guidelines to determine appropriate handling of individual cases.
- Identified discrepancies or missing information, following up with appropriate parties to ensure comprehensive data for underwriting.
- Communicated with insurance professionals and internal teams regarding time-sensitive requests, updates, and outstanding requirements to facilitate timely underwriting processes.
Insurance Agent
State Farm
Richmond, VA
01.2023 - 11.2024
- Responded to client questions and concerns while providing clear explanations of insurance products, policies, and procedures.
- Reviewed client information and risk characteristics to identify appropriate insurance solutions.
- Tracked insurance claims and followed up on claim-related matters to ensure timely resolution and enhance client satisfaction.
- Maintained detailed records and Excel spreadsheets to monitor sales, client activity, and business performance.
- Established and maintained professional relationships with clients from a variety of backgrounds.
- Maintained detailed records and Excel spreadsheets to monitor sales, productivity, client activity, and other business information.
- Managed multiple priorities while maintaining a high level of customer service and accuracy.
- Established and nurtured professional relationships with diverse clients to foster trust and improve service delivery.
- Performed extensive data entry, documentation, administrative, and record-maintenance activities.
Project Coordinator
Lumber Liquidators (Call Center)
Richmond, VA
06.2021 - 12.2022
- Coordinated multiple projects, ensuring accurate documentation throughout project lifecycle to support successful outcomes.
- Assessed project issues, researched solutions, and coordinated follow-up to resolve challenges efficiently.
- Scheduled project assessments and coordinated information between customers, project personnel, and internal departments.
- Scheduled project assessments and facilitated information flow between customers, project personnel, and internal departments to enhance communication.
- Maintained detailed records of customer interactions, transactions, comments, complaints, and project activities.
- Ensured documentation was maintained in accordance with company requirements and applicable safety regulations.
- Processed invoices and verified accuracy and supporting documentation.
Site Council Representative
Hiscox Business Insurance (Sutherland Global)
Chesapeake, VA
06.2019 - 06.2021
- Coordinated calendars, appointments, meetings, and facilities for staff and leadership, ensuring efficient use of time and resources.
- Prepared, reviewed, edited, and distributed professional correspondence and internal documentation.
- Prepared internal reports based on collected data, statistics, feedback, and staff information.
- Prepared internal reports synthesizing data, statistics, feedback, and staff information to inform decision-making.
- Reviewed and proofread documents to ensure accuracy before distribution.
- Coordinated multiple requests and deadlines while maintaining accuracy and professionalism.
- Utilized Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint, for daily administrative responsibilities.
- Developed training materials and communicated product updates, procedures, and system changes, enhancing employee understanding and compliance.
Licensed Insurance Advisor
Hiscox Business Insurance (Sutherland Global)
Chesapeake, VA
07.2016 - 06.2021
- Maintained Property & Casualty insurance licenses in 49 states.
- Resolved customer concerns, conflicts, and complex insurance-related issues through thorough research and tailored solutions.
- Interpreted contractual agreements and client information to identify and recommend appropriate insurance coverage.
- Managed a high volume of daily service requests while ensuring compliance with state and company requirements.
- Addressed client inquiries regarding documentation, policy requirements, and service needs to ensure clarity and satisfaction.
- Applied established procedures and guidelines to determine appropriate solutions and next steps.
- Maintained detailed client information and documentation within company systems.
- Demonstrated strong listening, communication, problem-solving, and customer service skills.
- Worked independently while collaborating with internal departments to resolve customer issues.
Education
Associate of Science - Accounting
Thomas Nelson Community College
Hampton, VirginiaSkills
- Workers’ Compensation
- Claims management
- Claims Tracking
- Risk Analysis
- Underwriting Process Coordination
- File & Records Management
- File management
- Data documentation
- Customer relationship management
- Document processing
- Insurance Policy Administration
- Database management
- CRM systems
- Salesforce
- SAP
- Microsoft Office Suite
- Customer Service
- Client communication
- Invoicing
- Administrative invoicing
- Appointment Scheduling
- Workflow management
- Time management
- Problem solving
- Team collaboration
- Risk Assessment Prioritization
Timeline
Commercial Underwriter
AgencyVa (Agentero)
11.2024 - Current
Insurance Agent
State Farm
01.2023 - 11.2024
Project Coordinator
Lumber Liquidators (Call Center)
06.2021 - 12.2022
Site Council Representative
Hiscox Business Insurance (Sutherland Global)
06.2019 - 06.2021
Licensed Insurance Advisor
Hiscox Business Insurance (Sutherland Global)
07.2016 - 06.2021
Associate of Science - Accounting
Thomas Nelson Community College