Trisha Lewis
Great Falls,MT
Summary
Accomplished insurance professional with a track record for enhancing client satisfaction and retention through expert underwriting and personalized service. Skilled in industry regulations and relationship building, I've successfully implemented process improvements and maintained high compliance standards. Achieved notable efficiency in policy administration, demonstrating adaptability and a commitment to excellence.
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Personal Lines Account Manager
Leavitt Great West Insurance Services
11.2023 - 01.2025
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Provided ongoing support to colleagues experiencing higher workloads due to staff absences or fluctuations in business demands.
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
- Successfully managed complex client cases involving multiple policy changes, coordinating with various internal departments and external partners to ensure efficient resolution.
- Maintained up-to-date knowledge of industry trends and regulations, allowing for informed recommendations to clients regarding their insurance needs.
- Educated clients on insurance policies and procedures.
Personal Lines Team Coordinator
Leavitt Great West Insurance Services
09.2022 - 11.2023
- Directed monthly status meetings with agenda-setting, note-taking, and follow-up action items to ensure alignment among all stakeholders involved in ongoing projects.
- Built strong relationships with customers through positive attitude and attentive response.
- Set incentives and realistic targets associates could achieve.
- Worked with customer service representatives to handle escalated customer issues.
- Trained, motivated and guided on-boarding members.
- Implemented process improvements by evaluating existing workflows, identifying inefficiencies, and proposing actionable solutions.
- Implemented performance tracking systems to monitor individual progress and identify areas for improvement in realtime.
- Championed company culture/values ensuring team''s adherence to organizational guidelines/standards while maintaining high levels of morale.
- Provided ongoing support to colleagues experiencing higher workloads due to staff absences or fluctuations in business demands.
- Successfully managed complex client cases involving multiple policy changes, coordinating with various internal departments and external partners to ensure efficient resolution.
- Led training sessions for new hires, contributing to the development of skilled personal lines account managers within the company.
- Acted as a liaison between clients and claims adjusters, advocating for fair settlements while maintaining a professional and compassionate approach throughout the process.
- Developed strong relationships with underwriters, effectively negotiating coverage options and rates on behalf of clients.
- Assisted in the implementation of new company software, serving as a resource for colleagues during the transition period and helping to identify areas for improvement in system functionality.
Personal Lines Team Assistant
Leavitt Great West Insurance Services
10.2017 - 09.2022
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Provided ongoing support to colleagues experiencing higher workloads due to staff absences or fluctuations in business demands.
- Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Finalized sales and collected necessary deposits.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Met with customers to provide information about available products and policies.
911 Call Taker
Flathead Emergency Communication Center
07.2016 - 01.2017
- Demonstrated exceptional attention to detail when documenting each call, ensuring accuracy for future reference or legal proceedings.
- Enhanced caller experience by providing efficient and accurate information during emergency situations.
- Ensured consistency in call-taking procedures through thorough adherence to department protocols and guidelines.
- Expedited resolution of non-emergency calls by directing callers to the appropriate department or agency for assistance.
Operator
Montana One Call Center
10.2011 - 07.2016
- Maintained high-quality service standards by adhering to company policies and procedures during interactions with customers.
- Provided valuable feedback on software tools that led to improvements in user experience for both operators and clients alike.
- Assisted in developing new scripts and protocols to improve the effectiveness of the call center team''s interactions with clients.
- Streamlined call center operations for increased efficiency through effective call routing and queue management.
Flood Insurance Underwriter
National Flood Services
05.2008 - 07.2010
- Developed and maintained strong relationships with brokers to streamline underwriting process.
- Achieved high levels of customer retention through personalized service and attention to detail in policy creation.
- Reduced claim losses by applying expert knowledge in identifying potential risks and setting appropriate premiums.
- Provided expert advice on complex underwriting cases, leading to informed decision-making.
- Enhanced customer trust by ensuring transparent and fair underwriting practices.
- Maintained compliance with industry regulations and company guidelines during all underwriting activities.
- Reviewed policy documents before issuance, ensuring accuracy and conformance to approved standards.
- Enhanced customer satisfaction through timely communication and effective negotiation of policy terms.
Education
High School Diploma -
Flathead High School
Kalispell, MT05.2002
Skills
- Industry regulations
- Underwriting principles
- Insurance products
- Policy administration
- Product knowledge
- Relationship building
- Task prioritization
- Teamwork
- Organizational skills
- Adaptability and flexibility
Certification
- Property and Casualty License - Montana Department of Insurance.
- Life and Health Insurance License - Montana Department of Insurance.
- Flood Insurance Certification – Federal Emergency Management Agency (FEMA).
- Certified Insurance Service Representative (CISR) - The National Alliance for Insurance Education & Research.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
RemoteImportant To Me
Personal development programsCompany CultureWork from home optionHealthcare benefitsQuote
Be more concerned with your character than your reputation, because your character is what you really are, while your reputation is merely what others think you are.
John R. Wooden
Timeline
Personal Lines Account Manager
Leavitt Great West Insurance Services
11.2023 - 01.2025
Personal Lines Team Coordinator
Leavitt Great West Insurance Services
09.2022 - 11.2023
Personal Lines Team Assistant
Leavitt Great West Insurance Services
10.2017 - 09.2022
911 Call Taker
Flathead Emergency Communication Center
07.2016 - 01.2017
Operator
Montana One Call Center
10.2011 - 07.2016
Flood Insurance Underwriter
National Flood Services
05.2008 - 07.2010
- Property and Casualty License - Montana Department of Insurance.
- Life and Health Insurance License - Montana Department of Insurance.
- Flood Insurance Certification – Federal Emergency Management Agency (FEMA).
- Certified Insurance Service Representative (CISR) - The National Alliance for Insurance Education & Research.
High School Diploma -
Flathead High School
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