Wallace Eason
Westlake,TX
Summary
Personable, enthusiastic, and innovative professional with experience in providing excellent customer service and positive client experiences.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Associate, CS&S Core Service
Charles Schwab
10.2022 - Current
- Educate clients about investment strategies, trading tools, market mechanics, and retirement choices.
- Engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution
- Innovate though continuous improvement ideas and creative problem solving, helping to “challenge the status quo”
Property and Casualty Underwriter
STATE FARM INSURANCE
08.1992 - 05.2022
- Provided multiline underwriting, risk selection, and approval authority on agency policy submission changes, applying each state's rules and regulations Provide passionate service to agency/staff virtually in all 50 states
- Tops in production goals 3 consecutive years resulting in agent/client satisfaction
- Handled complex cases with multiple risk factors through team collaboration
- Submitted multiple innovative ideas improving underwriting efficiencies
Education
Bachelor of Science in Business Administration -
Liberty University
Lynchburg, VA01.1991
Skills
Excellent Customer Service
Collaboration
Communication
Innovation
Problem-Solving
Researching
Accomplishments
Q4 '23 Excellence in Service Winner - OSAT 98%
Apr. '24 OSAT 95.4%
Q1 '24 Attitude of Gratitude winner
Jan. '24 Westlake Core Superstar - lowest wrap 8 secs
Feb. '24 Westlake Core Superstar - lowest wrap 7 secs
Microsoft Search Focus Groups
Numerous CI submittals 2024
Leadership Experience
CPCU Society Dallas Chapter Governor (Dallas Ft Worth/OK) 2020 – 2023
· Served and provided advice/mentor chapter leaders for development, strengthen member recruitment & retention
CPCU Society Dallas Chapter President 2018-2020
· Achieved Circle of Excellence Platinum Award for chapter performance (2018-2020)
· Increased chapter growth - membership +25% volunteering/engagement +300%
Certification
- P&C Insurance License, since 2007
- Chartered Property Casualty Underwriter CPCU Designation, since 2007/ AINS since 1994
Volunteer Experience
Fellowship Church - Greeter, Newcomers Ministry
Hobbies
Organize/Play competitive men's and coed softball 18+ yrs
Enjoy other recreational sports like cornhole, tennis, ping pong, etc.
Enjoy personal decorating and giving others fee tips
Timeline
Associate, CS&S Core Service
Charles Schwab
10.2022 - Current
Property and Casualty Underwriter
STATE FARM INSURANCE
08.1992 - 05.2022
Bachelor of Science in Business Administration -
Liberty University
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