Courteous and cordial, with a desire to take on challenges at a new company. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience. 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
30
30
years of professional experience
Work History
Property and Casualty Insurance Agent
Southwest Business Insurance Agency, Inc
Austin, Texas
10.2008 - Current
Coordinated with insurance agents and underwriters to facilitate policy adjustments.
Compiled and maintained accurate records of customer policies, transactions, and correspondence.
Corresponded with insured or agent to obtain information or inform of account status or changes.
Applied basic insurance underwriting knowledge to evaluate and analyze information.
Provided quotes on various types of insurance policies.
Responded quickly and accurately to inquiries from clients regarding their coverage plans.
Contacted underwriters and submitted forms to obtain binder coverage.
Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Customer service for all insurance lines
Provide a quote for sales agents to present to clients
Process payments, bind quotes, and update files.
Monitor renewals and rate increases to determine if the client needs to be re-shopped with other carriers
Policy writing, communication with underwriters, and sales agents
Document preparation of accords, applications, and COIs
Prepare health quotes, and present them to clients.
Run life quotes for the sales agent.
Data entry into our MS, EZLynx.
Foreclosure Processor
Guaranty Residential Lending, Inc
Austin, Texas
10.1996 - 01.2005
Monitor the foreclosure process to ensure compliance with various government and investor guidelines.
Review and approve the accuracy of the legal documentation submitted for recording to the legal court systems.
Calculate bidding instructions for the attorney for the auctioning of the foreclosure property.
Work with outside vendors and various departments to coordinate property preservation, loan removal, and written documentation for internal or external customers.
Initiated and oversaw the eviction process on properties within the prescribed investor and/or department guidelines.
Gather and prepare data to present to management regarding the escalated legal situation.
Prioritized and organized tasks to efficiently accomplish service goals.
Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
Insurance Supervisor
Guaranty Residential Lending, Inc
Austin, TX
10.1994 - 07.1996
Conducted performance reviews for staff members to identify areas of improvement.
Developed policies and procedures related to mortgage guidelines processes.
Overseeing all functions required to ensure the accurate and timely servicing of the Insurance department.
Training, supervising, and monitoring the team to ensure adherence to departmental standards for work quality and business conduct.
Managing the daily activities of direct reports to ensure compliance with company policies, investor guidelines, and loan contracts.
Maintained records of insurance carriers, coverages, and premiums.
Ensured compliance with federal, state, and local regulations about mortgage servicing.
Delivered prompt, knowledgeable solutions to address customers' loan service issues.
Conducted system analysis and testing to identify and resolve technical issues or inefficiencies.
Education
High School Diploma -
Goddar High
Roswell NM
05-1983
Skills
Texas General Lines Agent
Licensed in Property and Casualty, Life, Accident, and Health Agent
Timeline
Property and Casualty Insurance Agent
Southwest Business Insurance Agency, Inc
10.2008 - Current
Foreclosure Processor
Guaranty Residential Lending, Inc
10.1996 - 01.2005
Insurance Supervisor
Guaranty Residential Lending, Inc
10.1994 - 07.1996
High School Diploma -
Goddar High
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