Sophia Carter
Sanford,FL
Summary
To obtain a position that will utilize, challenge, and enhance analytical skills while offering new learning opportunities
Extensive customer service experience, with demonstrated success and accomplishments Within the insurance field. Excellent interpersonal and communication skills – able to relate well at all levels. A highly motivated self starter, capable of working independently or as part of a team. Work well under pressure, exhibit effective decision making and problem solving. Well organized, able to adjust well in a fast paced environment Effectively manages multiple priorities and projects.
Overview
26
26
years of professional experience
Work History
Account Manager - National Account
The Hartford Insurance
02.2008 - Current
- Commercial Market Insurance Industry Experienced Account Manager
- Responsible for supporting Underwriter in sales acquisition process through a variety of services that may include account coordination, new business and renewal policy essential services, report ordering, preliminary classification of new business and data collection.
- Communicate with customers to obtain needed and required underwriting information and resolves problems.
- Review and analyze loss runs, loss controls reports
- Boosted client satisfaction by effectively managing and resolving account issues.
- Developed long-lasting client relationships by providing exceptional customer service and support.
- Streamlined account management processes, improving overall efficiency and productivity.
- Enhanced communication between departments for more effective problem-solving and collaboration.
- Coordinated efforts across teams to ensure seamless delivery of products and services to clients.
- Monitored service after sale and implemented quick and effective problem resolutions.
- Mentored new account managers, fostering their professional growth and skills development within the company.
- Maintained detailed records of all account activities, ensuring accurate reporting for upper management review purposes later on.
- Developed and maintained strong working relationships with professionals within assigned territory
Senior Service Consultant – National Account
THE HARTFORD INSURANCE COMPANY
06.2003 - 02.2008
- Review client documents for database input
- Review/analyze loss details, financial request
- Follow up on policies to be issued Provide accurate and timely ratings of new and renewal quotes for Commercial lines Workers’ Compensation, Automobile, General Liability and Garage lines of business
- Apply discounts and surcharge where necessary and recap premium
- Utilize analytical and critical thinking skills to communicate detailed information clearly and accurately, both verbally and written.
Account Coordinator - Risk Management Division (RMD)
THE HARTFORD INSURANCE COMPANY
03.2001 - 06.2003
- Utilize experience in customer service, computers, research, office support and problem solving
- Consistently meet difficult deadlines with accurate results
- Perform policy issuance for both Major and National accounts
- Prepare contracts, filings, policies and subsequent transactions
- Maintain all data entry into systems for premium and loss billing
- Provisionally Book accounts
- Provide account specific direction for internal audits including Premium Coding, Claim Coding and Premium Audit.
UnderwriterAssistant – Commercial Affinity Specialty Programs
THE HARTFORD INSURANCE COMPANY
02.1999 - 03.2001
- Perform underwriting functions including but not limited to data accumulation, risk analysis, risk evaluation, determining the course of action and implementing the proper procedures
- Rate all lines of coverage, Worker's Compensation, Automobile, General Liability, Umbrella
- Policy Issuance
- Process policy endorsement, cancellations and renewals
- Take ownership and proactive in dealing with presale and postsale issues and/or problems.
Data Analyst – Hartemp
THE HARTFORD INSURANCE COMPANY
09.1997 - 02.1999
- Perform extensive research and analysis of discrepancies during the conversion to a new information system (National Accounts Database)
- In-depth understanding of the business objective, established workflow procedures, eliminating discrepancies quickly and effectively
- Responsible for interpreting and entering data
- Trained other individuals in all areas of this major conversion.
Education
Bachelor of Science - Marketing
University of Phoenix
Atlanta, GA05.2008
Skills
- Goals and Performance
- Customer Relations
- Account Servicing
- Problem solving
- Multitasking
- Product knowledge
- Active listening
- Time management
- Adaptability
- Organizational skills
- Relationship building
- Effective communication
- Customer service
- Employee Mentoring
Timeline
Account Manager - National Account
The Hartford Insurance
02.2008 - Current
Senior Service Consultant – National Account
THE HARTFORD INSURANCE COMPANY
06.2003 - 02.2008
Account Coordinator - Risk Management Division (RMD)
THE HARTFORD INSURANCE COMPANY
03.2001 - 06.2003
UnderwriterAssistant – Commercial Affinity Specialty Programs
THE HARTFORD INSURANCE COMPANY
02.1999 - 03.2001
Data Analyst – Hartemp
THE HARTFORD INSURANCE COMPANY
09.1997 - 02.1999
Bachelor of Science - Marketing
University of Phoenix
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