Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Susan Chamberlain

Susan Chamberlain

Surprise,AZ

Summary

Achieved consistent 8.4 percent growth in quarterly sales and compliance metrics, demonstrating commitment to excellence in sales practices.

Overview

30
30
years of professional experience
1
1
Certification

Work History

Independent Insurance Agent

Insurance Professionals of Arizona
Surprise, AZ
06.2024 - Current
  • Developed tailored insurance solutions to meet clients' unique needs and preferences.
  • Educated clients on coverage options, enhancing understanding and informed decision-making.
  • Streamlined claims processes, improving client satisfaction and reducing response times.
  • Mentored new agents, fostering a collaborative environment and promoting best practices.
  • Conducted regular training sessions on policy updates, enhancing team knowledge and compliance.
  • Implemented strategies to improve retention rates, strengthening long-term client relationships.
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
  • Worked closely with other team members to optimize sales strategies and achieve regional goals.

Insurance Agent

USAA Insurance
Phoenix, AZ
02.2017 - 03.2026
  • Developed and maintained strong client relationships to assess insurance needs and provide tailored solutions.
  • Analyzed policy options and provided clients with comprehensive coverage recommendations aligned with their goals.
  • Facilitated claims processing by guiding clients through documentation requirements and ensuring timely submissions.
  • Educated clients on policy features, benefits, and exclusions to enhance understanding and informed decision-making.
  • Collaborated with cross-functional teams to drive initiatives aimed at improving customer satisfaction ratings consistently.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.

Customer Assistance Specialist

JPMorgan Chase
Phoenix, OR
03.2012 - 01.2016

Loss Mitigation Specialist primarily working with FHA, USDA and VA.

• Responsible for managing the customer experience throughout the default modification process

and afterward.

• Responsible for gathering and perfecting documents and submission to Underwriting.

• The primary contact for customer and approved third parties (including but not limited to

attorneys).

• Liaison between the customer and other Chase departments including all internal

modification departments and underwriters.

• Perform to a standard of excellence and remain successful in a deadline en

Sales & Service Representative

Allstate Insurance
01.2002 - 01.2004
  • Responsibilities included dealing directly with existing clients and addressing billing, coverage, and other concerns. I was responsible for writing 40% of the agency's new business, while directly assisting the agent to maintain the existing book of business.

Rating Specialist

Swift Transportation
01.1996 - 01.1999
  • Responsibilities included rating truck route.

Education

Computers

Glendale Community College
Glendale, AZ
05.2009

Skills

Assisted in leading teams to achieve project goals Supported inventory management processes to optimize stock levels Aided in training initiatives and research activities

Demonstrated exceptional verbal and written communication skills to facilitate effective collaboration

Assisted clients in selecting appropriate insurance policies to meet their needs Supported team members in achieving sales targets through effective communication Provided ongoing customer service to ensure satisfaction and retention

Assisted customers with inquiries and issues to enhance satisfaction Provided support in resolving product-related concerns Facilitated communication between customers and service teams

Executed insurance sales strategies to drive revenue growth

Assisted customers in identifying product needs and preferences Supported sales team in achieving monthly targets through effective communication Contributed to maintaining organized inventory and product displays

Executed cash handling procedures to ensure accurate financial transactions

Insurance sales

Sales

Certification

  • Insurance Producer License
  • Property & Casualty License

Timeline

Independent Insurance Agent

Insurance Professionals of Arizona
06.2024 - Current

Insurance Agent

USAA Insurance
02.2017 - 03.2026

Customer Assistance Specialist

JPMorgan Chase
03.2012 - 01.2016

Sales & Service Representative

Allstate Insurance
01.2002 - 01.2004

Rating Specialist

Swift Transportation
01.1996 - 01.1999

Computers

Glendale Community College