Valerie Green
Boerne
Summary
Experienced professional seeking a challenging position within a professional company where I can leverage my talents, education, and experience to contribute to organizational success and the betterment of the community.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Personal lines Underwriter
Nationwide
01.2022 - Current
- Reviews individual risks for acceptability and handles those within authority based on company underwriting guidelines and standards
- Supported agents with subject matter expertise in risk evaluations.
- Evaluated applications to determine insurance coverage and appropriate risk classifications.
- Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
- Strengthened agency relationships through regular contact on underwriting matters, promoting profit and new business growth, renewal retention, and service capabilities.
Insurance Service Representative II
Nationwide
11.2020 - 01.2022
- Applies personal lines insurance knowledge to help assist members with policy changes, billing, and premium changes
- Provide exceptional member services through inbound calls, emails, and other contacts inquiring about insurance products and policies
- Demonstrates leadership with members to provide a complete an accurate solution
- Navigates multiple computer systems, and the ability to multitask to engage customer interaction
Member Solutions Senior Specialist (Licensed Agent)
USAA Banking and Insurance Solutions
10.2014 - 09.2020
- Provide exceptional member services and/or facilitates product sales through various communication channels
- Influences team members through peer coaching and finding challenging opportunities for them
- Demonstrates leadership with members to meet their goals, needs, and secure the future of their finances
- Deepens member relationships through needs assessment and solution offerings from USAA products and services
- Demonstrates diversity and integration skills while working with different people, personalities, and needs
- Demonstrates outstanding organizational skills, flexibility, attention to detail and the ability to multitask
- Increased efficiency and performance by monitoring team member productivity and providing feedback.
Client Relations Consultant
AIRROSTI
08.2013 - 07.2014
- Provided exceptional customer service heightened by professional and effective interaction with a diverse group of individuals
- Obtained the necessary customer information while educating them about other services through excellent communication skills
- Effectively managed time, with limited supervision, successfully identified the immediate need for musculoskeletal care to significantly reduce recovery time for patients and prevent unnecessary procedures
- Excellent written and verbal communication skills supported a consumer driven solution that quickly created advocacy with patients and athletes
- Obtained the necessary patient information and educated a diverse group of individuals about the available services, demonstrating excellent organizational and interview skills
- Maintained understanding of industry trends affecting clients, issuing recommendations regarding communication strategy.
Teacher
PINNACLE MONTESSORI ACADEMY
08.2011 - 08.2013
- Interpersonal relationship with a multitude of levels to include children, parents, family, and administrators/ professionals required strong communication skills and independence
- Responsibilities for interviewing parents and family to ensure a 'good fit' for the Academy with face-to-face interviews
- Children's behavior and social development required strong organizational skills
- Supervision of children included ensuring a safe, clean, and proper environment
- Responsibilities for record searching related to Federal and State requirements to include strong computer and analytical skills to search for the most current requirements
- Developed and implemented classroom routines to address varying student needs.
Administrative Claims Representative
ALTERNATIVE CLAIMS MANAGEMENT
08.2002 - 09.2009
- Processed new claims into data system, billing, invoice, and processed reimbursement claims requested by clients
- Conducted research to obtain pertinent data related to the claims with outstanding results
- Investigated and documented all parties involved in the accident, analyzed police reports and crash photos to determine liability
- Utilized outstanding written communication, statistics, and databases to obtain necessary additional information
- Managed a portfolio of over 300 claims consistently while negotiating on behalf of clients Internal
- Worked independently and reported third party claims to auto insurance companies
- Worked productively in fast-moving work environment to process large volumes of claims.
Education
Bachelor of Arts - Interdisciplinary Studies
University of Texas At San Antonio
12.2010
Skills
- Self-motivated
- Well organized
- Innovative problem solver
- Leadership skills
- Interacting with diverse groups
- Communicating with diverse groups
- Excellent Microsoft Office skills to include Word, Excel, PowerPoint, and Access
- Training and mentoring
- Industry trends
- Skills in managing and querying databases, including knowledge of Python, R, and SQL
Certification
Texas Pedagogy and Professional Responsibilities Certification, Passed, 03/2011
Google - Data Analytics
Certifications Licenses Courses
- Licensed Agent-Property and Casualty
Timeline
Personal lines Underwriter
Nationwide
01.2022 - Current
Insurance Service Representative II
Nationwide
11.2020 - 01.2022
Member Solutions Senior Specialist (Licensed Agent)
USAA Banking and Insurance Solutions
10.2014 - 09.2020
Client Relations Consultant
AIRROSTI
08.2013 - 07.2014
Teacher
PINNACLE MONTESSORI ACADEMY
08.2011 - 08.2013
Administrative Claims Representative
ALTERNATIVE CLAIMS MANAGEMENT
08.2002 - 09.2009
Bachelor of Arts - Interdisciplinary Studies
University of Texas At San Antonio
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