Tracey Durden
Palatka,FL
Summary
Detail-oriented Insurance Professional with demonstrated success in Property and Casualty Insurance businesses. Excellent business and industry awareness and understanding of industry trends impacting business growth and opportunity. Works creatively in fast-paced environment to maintain demanding timelines.
Overview
23
23
years of professional experience
Work History
Senior Underwriter
Travelers Insurance
Knoxville, TN / Remote
07.2005 - Current
- Reviewed and evaluated customer's applications to determine eligibility for insurance coverage.
- Maintained detailed records of underwriting decisions and processes.
- Ensured compliance with all applicable laws, regulations, and guidelines related to insurance underwriting activities.
- Provided guidance and support to junior staff members in the underwriting process.
- Evaluated claims data from previous policies to identify trends or patterns that may indicate a higher level of risk associated with certain types of policies.
- Developed relationships with brokers, agents, and external partners who may refer potential customers.
- Investigated discrepancies between application information provided by customers versus third-party sources.
- Entered and maintained risk information in various information systems.
- Solicited and evaluated insurance applications to approve or decline risks based on company guidelines.
Insurance Service Representative
Travelers Insurance
Knoxville, TN
07.2004 - 07.2005
- Provided customer service by answering inquiries and providing accurate information regarding insurance policies.
- Created new accounts, processed policy changes, cancellations, and renewals for customers.
- Researched and resolved customer complaints in a timely manner.
- Developed strong relationships with clients by responding promptly to requests and concerns.
- Coordinated with underwriters to ensure accuracy of documentation prior to issuing policies or making changes to existing ones.
- Advised clients on the best type of coverage based on their individual needs.
- Processed changes in insurance policies and periodically reassessed client needs.
- Answered insurance-related questions and discussed product offerings with prospective customers to meet unique needs.
- Educated customers on new insurance products and services relevant to their needs.
- Coordinated with insurance agents and underwriters to facilitate policy adjustments.
- Conducted policy reviews and renewals, ensuring customer satisfaction and retention.
Account Manager
TIS Insurance Services
Knoxville, TN
05.2001 - 07.2004
- Provided consultations regarding coverage, policy limits, and other related information.
- Assisted in the preparation of client proposals and presentations.
- Managed customer relationships through regular communication and follow-up activities.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Provided customers with information regarding plan features, pricing, and availability.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Developed relationships with new clients through cold calling and referrals from existing customers.
Education
Associate of Arts - Business Management
Central Florida Community College
Ocala, FL12-2006
Skills
- Risk Management
- Sales Support
- Microsoft Office
- Insurance knowledge
- Building strong relationships
- Quoting and pricing policies
- Portfolio Management
- Influencing business growth
Timeline
Senior Underwriter
Travelers Insurance
07.2005 - Current
Insurance Service Representative
Travelers Insurance
07.2004 - 07.2005
Account Manager
TIS Insurance Services
05.2001 - 07.2004
Associate of Arts - Business Management
Central Florida Community College
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