Dedicated and detail-oriented Service Operations Representative with over three years of experience at Orchid, specializing in policy-related aspects of the insurance industry. Committed to continuous learning and professional growth while actively seeking opportunities to acquire new skills and contribute to team success. Demonstrated ability to build strong relationships and effectively solve problems, enhancing administrative processes and operational efficiency. A natural leader leveraging independent decision-making skills and sound judgment to drive organizational success and reduce operational challenges.
Overview
6
6
years of professional experience
Work History
Service Operations Representative
Orchid Insurance
07.2022 - Current
Responds proactively and positively to rapid change.
Proficient at handling multiple phone lines & client interaction to ensure 100% customer satisfaction.
Consistently deliver exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Assist agents & insureds to ensure a correct resolution with any concerns
Effectively resolve escalated issues
Build bind report daily for processing
Main contact for binding Beazley policies in Service Ops
Communicate with Underwriters, Inspections, & Accounting regarding polices requests
Create & efficiently enter data into Excel spreadsheets
Proficient with all Microsoft Software
Proficient in Orchid Systems (Velocity, Policy Plus, Connect)
Work daily on Salesforce Cases
Strive to accurately & efficiently enter all past & present data making it easily accessible & organized.
Assist teammates as needed & provide tools for success
Partner with Accounting to determine if cash received can be applied
Bind all for carriers (Prop or Non-Prop)
Process all traction's such as Endorsements & Cancellations
Manage team members, ensure everyone has a proper agenda, & aid to their needs to ensure they operate at full capacity.
Print & organize plans for current & future projects
Send out plans to bidding subcontractors for future projects.
Quickly & efficiently enter data into Excel spreadsheets
Proficient with Microsoft Office
Communicate with subcontractors
Review building plans with clients
Collaborated with architects, subcontractors, & engineers to devise construction project details & solutions.
Submit permits to building department
Assessed multiple project plans, spoke with clients, or designers & visited job site to better understand project scope & client desires.
Managed large-scale construction projects within cost, quality and time constraints,
Complete Notice of Commencements for owners
Provide Wind Mitigation Reports to clients
Track Submittals from Architectural Firms
Build files when General Contractor is to meet with potential, current & past clients.
Strive to accurately & efficiently enter all past & present data making it easily acceptable & organized. (Computer & Paper).
Always made sure all team members had proper tools to ensure they were successful with each individual job.
Operations Manager
Keller Williams Realty
10.2019 - 10.2021
Build schedule to meet with potential, current & past clients
Quickly & efficiently enter data into Excel spreadsheets
Proficient with Microsoft, Google Suite & Docs, Zoom, Dotloop, & AppFiles.
Successfully coordinated workflow & schedules to ensure timely completion of tasks.
Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
Manage team members, ensure everyone has a proper agenda, & aid to their needs to ensure they operate at full capacity.
Collect information on clients & enter data into MLS.
Handle phone, social media, & client interaction to ensure 100% customer satisfaction.
Strive to accurately & efficiently enter all past & present data making it easily acceptable & organized. (Computer & Paper)
Always made sure all team members had proper tools to ensure they were successful. (Ex. Create: personalized signs for each individual, separate files for each agents individual clients, closing gifts for each agent to give to clients, team folders & hand written thank you cards, individual business cards for each agent)
Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.