Stephanie Wallace
Charlotte,NC
Summary
Dedicated professional with a proactive approach and quick learning ability. Demonstrates strong work ethic and effective communication skills. Committed to contributing to team success and achieving organizational objectives.
Overview
39
39
years of professional experience
Work History
Swimmer Insurance Agency
Charlotte, NC
07.2007 - 09.2019
- Managed insurance policy renewals and updates for diverse client portfolios.
- Developed strategic initiatives to enhance customer service and satisfaction.
- Analyzed market trends to inform product offerings and coverage options.
- Collaborated with agents to resolve complex client issues efficiently.
- Conducted risk assessments to identify areas for policy improvement.
- Developed and implemented a comprehensive insurance program to minimize risk exposures.
- Negotiated with underwriters to obtain best terms for clients' insurance needs.
- Researched current market conditions in order to determine appropriate pricing structures for new products being offered by the company.
- Trained staff on proper procedures for handling customer inquiries about their insurance policies.
- Performed regular analysis of loss data to identify areas where additional coverage may be needed.
- Maintained records of all transactions related to the purchase and sale of policies.
- Conducted reviews and evaluations for cost-reduction opportunities.
Commercial Lines Insurance Manager
Pennbrook/CAIB Insurance Services
San Francisco, California
03.1981 - 02.2007
- Managed insurance policy renewals and updates for diverse client portfolios.
- Analyzed market trends to inform product offerings and coverage options.
- Developed strategic initiatives to enhance customer service and satisfaction.
- Trained and guided junior staff on compliance and regulatory standards.
- Collaborated with agents to resolve complex client issues efficiently.
- Conducted risk assessments to identify areas for policy improvement.
- Developed and implemented a comprehensive insurance program to minimize risk exposures.
- Negotiated with underwriters to obtain best terms for clients' insurance needs.
- Reviewed customer complaints regarding service issues or potential fraudulent activity.
- Responded promptly to inquiries from regulatory authorities regarding policy changes or other matters pertaining to compliance requirements.
- Ensured that all required documents were properly completed prior to issuance of policies.
- Conducted periodic reviews of policy forms and endorsements to make sure they are up-to-date.
- Researched current market conditions in order to determine appropriate pricing structures for new products being offered by the company.
- Trained staff on proper procedures for handling customer inquiries about their insurance policies.
- Monitored industry trends related to insurance products and services, providing feedback on new opportunities or threats.
- Performed regular analysis of loss data to identify areas where additional coverage may be needed.
- Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
- Conducted reviews and evaluations for cost-reduction opportunities.
- Created financial management mechanisms to minimize financial risk to business.
Education
High School Diploma -
Hogan High School
Vallejo, CA06-1975
Some College (No Degree) - Insurance And Risk Management
Insurance Programs
San Francisco, CASkills
- Risk assessment
- Policy negotiation
- Customer management
- Team leadership
- Effective communication
- Staff training
- Problem solving
- Verbal communication
- Service improvement
- Time management
- Critical thinking
- Troubleshooting
- Team management
- Customer relations
- Calm under pressure
Affiliations
- Just a few of my hobbies and passions, I love to plant flowers and sit out on my patio to watch the beautiful flowers and plants grow. I love going to my Water Aerobics classes, thrift shopping and most of all, I like meeting new people and striking up conversations about themselves and what things in their lives make them happy.
Timeline
Swimmer Insurance Agency
07.2007 - 09.2019
Commercial Lines Insurance Manager
Pennbrook/CAIB Insurance Services
03.1981 - 02.2007
High School Diploma -
Hogan High School
Some College (No Degree) - Insurance And Risk Management
Insurance Programs
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