Tara Ross
Fort Worth,TX
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
4
4
years of professional experience
2007
2007
years of post-secondary education
1
1
Certification
Work History
Agency Operations Technician
State Farm
Richardson
02.2024 - Current
- Assist agents and Agency Team Members (ATMs) with licensing issues, ensuring compliance with State Farm policies and regulations.
- Manage policy transfers across agent’s business books, ensuing accurate processing and seamless transitions for customers.
- Collaborated with teams to educate staff on compliance protocols and best practices.
- Created marketing materials including brochures, posters, flyers.
- Assisted agents and agent team members with marketing compliance, social media content and creating campaigns.
- Troubleshoot agent inquiries related to ECRM, and submit Service Now tickets.
Underwriting Assistant
State Farm
Richardson, Texas
06.2022 - 02.2024
- Processed insurance applications for accuracy and completeness.
- Collaborated with underwriters to assess risk factors in policies.
- Assisted in gathering necessary documentation from clients and agents.
- Utilized company software to track application statuses and updates.
- Assisted with new business processing, renewals, endorsements, cancellations and reinstatements.
- Performed data entry functions to track information such as payments, account updates
- Handled escalated complaints with professionalism and empathy.
Education
Associate of Arts - Liberal Arts
Tarrant County College
Fort Worth, TX 08.2021 - 12.2024
P.L. Dunbar High School
Fort Worth, TXSkills
Control D reports
Policy Transfers (Unix, LPV Systems, CIA tool)
Ability to work independently and as part of a team
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Desktop Support: Troubleshooting, technical support, and printers
Insurance Platforms: ECRM, OSC, ABS, Workday, Service Now
Certification
- Level Up 1.0
- Level Up 2.0
Accomplishments
- Completed Level Up 1.0
- Completed Level Up 2.0
- Agent Recognition-Remarkable Ovation
Timeline
Agency Operations Technician
State Farm
02.2024 - Current
Underwriting Assistant
State Farm
06.2022 - 02.2024
Associate of Arts - Liberal Arts
Tarrant County College
08.2021 - 12.2024
P.L. Dunbar High School