TRACY OROSCO
TX
Summary
Experienced insurance representative with 9+ years of expertise in property and casualty insurance and account management. Adept in evaluating risk and loss potential with new and renewal business. Experience in building and managing relations with prospects and existing company accounts, marketing representatives, and company underwriters. Organized and dependable candidate who has shown success at managing multiple accounts and responsibilities with a positive attitude. Willing to take on added responsibilities and exceed goals. Presently seeking an underwriting role with a market-leading, high growth company that offers opportunities for advancement into senior level underwriting.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Personal Lines Manager-Insurance Agent
Mr. Insurance Agency
05.2016 - Current
- Maintained accurate up to date files of 400 clients monthly ensuring accurate details, risks, and exposures
- Daily task of remarketing renewals, change request, and issuance/cancellations
- Audit agent procedures and client management protocol
- Conducted interviews and employee training
- Researched company providers and compared coverage and premiums of competitors.
- Maintained knowledge of insurance companies procedures, laws, and underwriting guidelines.
- Quarterly meetings with marketing representatives to review sales and loss ratio.
- Maintained customer retention by analyzing and identifying customers needs.
- Registered customer information on database to enable tracking history and maintain accurate records.
Customer Service
Bouquets Unique Florist
08.2013 - 05.2015
- Perform office and retail service duties
- Serviced call-in and online orders
- Inform customers about care and maintenance of various flowers
- Resolved customer complaints while prioritizing customer satisfaction and loyalty
- Assisted with pricing questions and inventory availability
Assistant Manager
McAlister's Deli
08.2011 - 09.2013
- Maintained food, equipment, and inventory records
- Prepared schedules
- Conducted interviews
- Implemented promotions and incentives through sales
Education
Bachelors Of Arts - Communication Studies
Angelo State University
San Angelo, TX12.2014
Skills
- Applied-Epic System
- Adaptability
- Software Proficiency
- Detail Oriented
- Excellent Interpersonal Skills
- Problem Solving
- Account Retention
- Risk Management
- Product Knowledge
- Carrier Relations
- Policy Management Expertise
- Account Management
Certification
Property and Casualty Insurance License
Timeline
Personal Lines Manager-Insurance Agent
Mr. Insurance Agency
05.2016 - Current
Customer Service
Bouquets Unique Florist
08.2013 - 05.2015
Assistant Manager
McAlister's Deli
08.2011 - 09.2013
Bachelors Of Arts - Communication Studies
Angelo State University