Tara Baker
Burton,Texas
Summary
Experienced professional with over 20+ years in the insurance business working with property, casualty and commercial insurance. I am goal driven, results-oriented and driven to succeed. Self-motivated, collaborative, natural leader committed to perpetual learning and continuous improvement. Passionate about serving others, creating a positive impact, and challenging the status quo in a relentless pursuit of excellence. Providing efficient service, managing agency relationships, education, creating formal presentations and adapting to specific software. Knowledgeable in supporting a team in creating, executing plans and tactics related to changes that capitalize on employee commitment and minimize employee resistance.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Commercial Assistant Account Manager
The Nitsche Group
Giddings, TX
03.2024 - Current
- Editing proposals/annual exposure reviews
- Pulling/editing ACORD forms
- Issuing Certificate of Insurance
- Adding/deleting drivers, vehicles, equipment, locations
- Filing correspondences
- Processing cancellations
- Adding locations to properties
- Issuing ID cards
- Invoicing
- Updating/comparing spreadsheets
- Following up on endorsements with carriers
- Creating/editing templates.
Internal Sales Representative II
Germania Insurance Company
Brenham, Tx
01.2021 - 10.2023
- Managing agency relationships
- Counseling and advises local chapter officers on system changes, guidelines and coverages
- Communicating changes to assigned agents
- Conducts virtual classes on Guidewire system, guidelines, coverage
- Creating training resources for agents
- Training Sales Representatives on upcoming features/enhancements
- Providing feedback to management from agents, customers and employees
- Chairperson/Administrator of Errors and Omissions program
- Subject Matter Expert (SME)
- Working with several departments on questions/comments/concerns from agents on system
- 4DX Champion and 4DX Leader for Sales team
- Analytics Committee member
- Voice of the Agent Committee
- Attended and provided training materials for several projects
- Working with agencies on retirement
- Testing several enhancements/projects
Internal Sales Representative I
Germania Insurance Company
Brenham, Tx
08.2019 - 01.2021
- Managing agency relationships
- Counseling and advises local chapter officers on system changes, enhanced coverages, rates and training
- Communicating changes to assigned agents
- Conducts virtual classes on Guidewire system, guidelines and coverages
- Creating training resources for agents
- Training Sales Representatives on upcoming features/enhancements
- Providing feedback to management from agents, customers and employees
- Chairperson/Administrator of Errors and Omissions program
- Subject Matter Expert (SME)
- Working with several departments on questions/comments/concerns from agents on system
- 4DX Champion and 4DX Leader for Sales team
- Analytics Committee member
- Voice of the Agent Committee
- Attended and provided training materials for several projects
- Creating Annuity training video for Life department
- Working with agencies on retirement
- Testing several enhancements/projects
- Attended Project Management Basic Principles training
- Created a quarterly promotion giveaway for agents
- Updating a help page for easier access for agents to find training references
Change Management Advocate I
Germania Insurance Company
Brenham, Tx
01.2018 - 08.2019
- Pulling call metrics for Support Teams
- Customer Success Team Lead
- Assisted/created Weekly Tips for Agents
- Created/assisted with communication to employees/agents
- Managed team mailbox
- Facilitated meetings
- Training new agent’s on system
- Created training documentation for several projects
- Training Sales Representatives on new system
- Facilitated Agents Focus Group meetings
- Researching issues from system
- Onsite Agent visits
- Communicated enhancements to team members
Change Management Advocate I
Germania Insurance Company
Brenham, Tx
01.2017 - 01.2018
- Pulling call metrics for Support Teams
- Customer Success Team Lead
- Assisted/created Weekly Tips for Agents
- Created/assisted with communication to employees/agents
- Managed team mailboxes
- Facilitated meetings
- Training new agent’s on system
- Created training documentation for several projects
- Training Sales Representatives on new system
- Facilitated Agents Focus Group meetings
- Writing Advantage Class
- Researching issues from system\
- Onsite Agent visits
- Learning Salesforce
- Communicated enhancements to team members
- Gathering requirements and created GAP Analysis for departments and agents
- In-person training with agency force
- Created instructions for Google Chrome
- CMO strategic planning sessions
- Assisted Triage team during implementation of system and gathered/compiled workflow details
Technical Support Representative
Germania Insurance Company
Brenham, Tx
01.2010 - 01.2017
- Add/Delete users from system
- Answer technical questions
- On-call technical support
- Installing/troubleshooting/testing of applications
- Re-imaging and upgrading laptops
- New employee training
- Ordering spare Aircards
- Creating How To instructions for claim adjusters
- Creating instructions for Avaya phone software for employees
- Assisted with several project
- Creating How To instructions for VPN software
- Conducted training classes for all laptop users in building on Cisco AnyConnect software
- Created weekly report metrics for Technical Support calls
Help Desk Analyst II
Germania Insurance Company
Brenham, Tx
03.2005 - 01.2010
- New Employee Training
- Answer customer calls
- Add/delete users from systems
- Reset passwords on applications
- Manage department mailbox
- Troubleshooting Aircards and Blackberries
- Relocating users from one desk to another
- Installing applications, troubleshooting and testing applications
Mailroom Representative I
Germania Insurance Company
Brenham, Tx
02.2004 - 03.2005
- Deliver mail to departments
- Sort mail into different department stacks
- Inserted invoices, declarations and renewals into envelopes to be mailed to customers
- Printing post cards for agents
- Changing toner in department printers and working on printer issues
Education
Six Sigma White Belt Certification
12.2022
Conflicts of Interest Certification
12.2021
Prosci Certification
12.2018
Help Desk Institute Certification
12.2004
Veterinary Assistant
Blinn College
College Station, Texas12.2003
Brenham High School
Brenham, Texas05-2002
Situational Leadership: Building Leaders Certification
Skills
- Organizational Skills
- Customer Service Skills
- Leadership Skills
- Time Management Skills
- Flexibility Skills
- Marketing Skills
- Communication Skills
- Training Resource Skills
- Collaboration Skills
- Technical Skills
- Teamwork Skills
- Presentation Skills
- Time management skills
- Tech-Savvy
- Excellent phone etiquette
- Administrative Support
- Work Coordination
- Professionalism
- Active Listening
- Problem-solving abilities
- Attention to Detail
- Self Motivation
- Continuous Improvement
- Team Leadership
- Microsoft Office
Certification
- Help Desk Institute Certification, 2004
- Prosci Certification, 2018
- Conflicts of Interest Certification, 2021
- Six Sigma White Belt Certification, 2022
- Situational Leadership: Building Leaders Certification, 2021
- Situational Leadership: Building Leaders Certification, 2022
Timeline
Commercial Assistant Account Manager
The Nitsche Group
03.2024 - Current
Internal Sales Representative II
Germania Insurance Company
01.2021 - 10.2023
Internal Sales Representative I
Germania Insurance Company
08.2019 - 01.2021
Change Management Advocate I
Germania Insurance Company
01.2018 - 08.2019
Change Management Advocate I
Germania Insurance Company
01.2017 - 01.2018
Technical Support Representative
Germania Insurance Company
01.2010 - 01.2017
Help Desk Analyst II
Germania Insurance Company
03.2005 - 01.2010
Mailroom Representative I
Germania Insurance Company
02.2004 - 03.2005
Six Sigma White Belt Certification
Conflicts of Interest Certification
Prosci Certification
Help Desk Institute Certification
Veterinary Assistant
Blinn College
Brenham High School
Situational Leadership: Building Leaders Certification
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