Stephanie Glanzer
Amarillo,TX
Summary
Resourceful Licensed Insurance Representative known for high productivity and efficient task completion. Specialize in risk assessment, policy customization, and client relationship management. Excel in communication, problem-solving, and adaptability, ensuring seamless service delivery and client satisfaction.
Overview
19
19
years of professional experience
Work History
Licensed Insurance Representative
CX Insurance
Jacksonville, FL
03.2022 - Current
- Reviewed existing policies regularly to ensure they are up-to-date with current regulations and market conditions.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Developed appropriate quotes based on risk information.
- Provided consultations regarding coverage, policy limits, and other related information.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Interpreted policy language to ensure that all documents were accurately completed prior to submission to the carrier or broker.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Worked with cross-functional teams to achieve goals.
P&C Account Executor
Allstate Insurance Co
Amarillo, TX
09.2020 - 11.2021
- Delivered top-notch service by meticulously detailing documents to customers.
- Ensured accurate resolution of billing concerns during application and cancellation processes.
- Boosted client retention rates with annual assessments of policies, building trust and loyalty.
- Developed state-compliant property and casualty policy documents.
- Administered daily operations to ensure all policies submitted to underwriting were in compliance with company policy and state law.
- Maintained confidentiality on all client file data.
- Worked closely with team members to deliver policy requirements, develop solutions and deadlines.
P&C Account Executor
Allstate Insurance Co
Amarillo, TX
07.2011 - 02.2016
- Delivered top-notch service by meticulously detailing documents to customers.
- Ensured accurate resolution of billing concerns during application and cancellation processes.
- Boosted client retention rates with annual assessments of policies, building trust and loyalty.
- Developed state-compliant property and casualty policy documents.
- Administered daily operations to ensure all policies submitted to underwriting were in compliance with company policy and state law.
- Maintained confidentiality on all client file data.
- Worked closely with team members to deliver policy requirements, develop solutions and deadlines.
Non-Certified Substitute Teacher
ABO School District
Onida, SD
08.2005 - 05.2011
- Explained assignments and relayed information from lead teacher.
- Maintained accurate records of student attendance and performance.
- Assisted struggling students with classroom assignments with one-on-one tutoring.
- Communicated with head teacher to execute priorities for school day and ongoing lesson plans.
- Provided feedback on assignments or projects given by the regular teacher.
- Implemented school policies and procedures in the classroom.
- Established and enforced rules for behavior and procedures to maintain order among students.
- Addressed individual student needs and accommodated learning differences.
- Led or moderated classroom discussions and guided exploratory thought.
Education
Texas General Lines License
State of Texas
Skills
- Account management expertise
- Documentation skills
- Regulatory compliance
- Policy analysis
- Policy renewals
- Policy writing
- Policy adjustment
- Policy Billing
- Customer service
- Client retention
- Insurance sales
- Analytical problem solving
Timeline
Licensed Insurance Representative
CX Insurance
03.2022 - Current
P&C Account Executor
Allstate Insurance Co
09.2020 - 11.2021
P&C Account Executor
Allstate Insurance Co
07.2011 - 02.2016
Non-Certified Substitute Teacher
ABO School District
08.2005 - 05.2011
Texas General Lines License
State of Texas
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