Tracy A Daudt
Becker,United States
Summary
- =30-plus years' experience in the independent agency side.
- Enjoy helping clients with their insurance needs & educate them on protection vs price.
- Worked many years starting with personal insurance and then moved to Commercial Lines with still servicing a personal lines book.
- Looking for a new opportunity with a well-established organization to add to the current team of helping clients.
- Always working toward being organized and handle problems that arose with a positive attitude.
Overview
39
39
years of professional experience
Work History
Commercial & Personal Lines CSR-Account Manager
Aspen Agency LLc
01.1997 - 06.2023
- Answered phones, emails from clients and carriers, processed or requested changes to policies, processed renewals and new business policies, certificates, took payments and claims from clients
- Updated management system for changes and renewals with correct information and premiums
- Miscellaneous tasks: handled writing up early Friday scheduled for past 12 years for all staff, backed up in accounting, trained in new personal lines employees.
- I still wrote and serviced my personal lines book of clients but my primary job for past 15 years was Commercial Lines. Aspen Agency was bought July 1, 2022, so name was changed to Aspen Insurance Group
Personal Lines CSR
Twin City Group Insurance Agency
06.1984 - 01.1997
- Answered many calls from clients and carriers, processed changes, filing, took payments and reported claims.
- Assisted producers in quoting their new business accounts to find the best fit for client's needs.
- Did end of the day printing and distributed to appropriate people.
- Issued policies and changes on CNA & St. Paul Companies systems for packages written with them.
Education
CISR Designation - Insurance
The National Alliance
Minnesota08.2020
Life & Health Insurance License -
The National Alliance
Minnesota1998
Property & Casualty Insurance License -
The National Alliance
Minnesota1985
Skills
- Applied (TAM) Management System
- Paperport
- Partner XE
- On-line rating systems
- On-line Endorsement processing
- Hawksoft Management System
Timeline
Commercial & Personal Lines CSR-Account Manager
Aspen Agency LLc
01.1997 - 06.2023
Personal Lines CSR
Twin City Group Insurance Agency
06.1984 - 01.1997
CISR Designation - Insurance
The National Alliance
Life & Health Insurance License -
The National Alliance
Property & Casualty Insurance License -
The National Alliance
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