Shelia Johnson
Dallas,GA
Summary
Experienced individual providing high-quality administrative support to various departments. Highly organized and detail-oriented with great multitasking and task prioritization skills.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Underwriting Assistant I
Everest Insurance
08.2022 - Current
- Support underwriters in the delivery of an effective and efficient administration service.
- Process incoming submissions, including clearance, review of information received and data entry into systems to prepare account for rating and quoting
- Provides good customer service by responding promptly and courteously to all requests for information, working with underwriters to assess accounts for quoting and, binding
- Review and e-mail or fax quote and binder letters
- Prepare policies for policy issuance
- Review policies for accuracy and regulatory standards
- Maintain submission and policy files according to documented standards
Manage diary system to ensure that all necessary information is received within established timelines - Follow up of delinquent data
- Handle special projects and assignment as directed.
Underwriting Service Assistant
State Farm
06.2014 - Current
- Knowledge of Commercial, Business, Fleet and Personal Auto Lines
- Process endorsement, loss history reports, standard to mutual offers, reinstatements, payments, declaration pages, vehicle transfer and inspection reports
- Order MVR and other consumer reports to properly rate customers
- Issue applications for new and added vehicles on individual and multi-car policies
- Ability to evaluate new and renewal business in accordance with established guidelines in order to achieve goals of profit, rate and growth of company
- Actively participate in continuous improvement by fully engaging in team huddles, generating suggestions, following appropriate procedures and continuous process improvement of work principles, participating in problem solving activities, and utilizing continuous improvement tools to support the work of the team
- Utilization of state code manuals and company job aids to ensure correct forms are received by insureds
- Conduct training and side-by-side observations with employee teams/individuals through
- Team Resource Role
- Superior verbal and written communication skills to effectively communicate with management, underwriters, agents and insureds
- Strong initiative and eagerness to learn new things.
Customer Service Analyst
Protective Life Insurance Company
01.1999 - 11.2013
- Process service transactions by phone or email from customers
- Process transfers, surrenders, renewals and other related transactions for annuity accounts
- Heavy phone contact with agents and customers to maintain annuities
- Research files to provide accurate informative answers to customers inquiries
- Communicate with teammates, management, customers, agents and co-insured company employees for accuracy in maintaining annuity portfolios
- Implemented training for new employees and supervised a team of new employees and coached and rated phone calls for development and compensation
- Answered constant flow of customer calls with minimal wait times.
- Investigated and resolved customer inquiries and complaints quickly.
Education
Some College (No Degree) - Licensed Practical Nursing And Education
University of Alabama At Birmingham
Birmingham, ALNo Degree - Licensed Practical Nursing And Education
Bessemer State Community College
Bessemer, AL1994
Skills
- Attention to detail
- Customer Service Operations
- Data Entry
- Judgement and Decision Making
- Monitoring
- Multi-tasking
- Phone Skills
- Teamwork
- verbal
- Communication
- Training and development
Websites
Certification
Completion of Life Office Management Association Class 280, 290, 310 and ACS
Timeline
Underwriting Assistant I
Everest Insurance
08.2022 - Current
Underwriting Service Assistant
State Farm
06.2014 - Current
Customer Service Analyst
Protective Life Insurance Company
01.1999 - 11.2013
Some College (No Degree) - Licensed Practical Nursing And Education
University of Alabama At Birmingham
No Degree - Licensed Practical Nursing And Education
Bessemer State Community College
Completion of Life Office Management Association Class 280, 290, 310 and ACS
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