Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline

Xiaoling Zhu

Levittown,New York

Summary

Detail-oriented Personal Lines Underwriter focused on reducing risks while promoting services and increasing division revenue. Well-versed in personal lines products. Skillful analyzing, evaluating and reporting on all decisions with accuracy and efficiency. Over 7 years of experience in Insurance area.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Personal Lines Underwriter

C&M First Services Inc
01.2020 - 09.2022
  • Answered customer questions via telephone, email and web chats.
  • Applied knowledge of standard criteria to approve or reject applications.
  • Met with customers, agents and brokers to negotiate coverage, price and service delivery.
  • Tracked progress of all outstanding insurance claims.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.

SERVICE REP & UNDERWRITING ASSISTANT

J&S COVERAGE INC
03.2019 - 12.2019
  • Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively.
  • Maintained productivity and quality standards at all times.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Reviewed stop-loss reporting to customer accounts and complied with policies and procedures for release of information.

Customer Service Representative

JW AGENCY, INC
01.2015 - 02.2019
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Calculated quotes and educated potential clients on insurance options.
  • Evaluated accuracy and quality of data entered into agency management system.

Education

BBA - Accounting

St.Mary's University , San Antonio, TX
12.2014

Skills

  • Customer Satisfaction
  • Hazard Analysis
  • Scheduling Databases
  • Insurance Knowledge
  • Property and Casualty Products
  • Customer Follow-Up
  • Insurance Coverage Review
  • Agent Support
  • Quotes and Sales
  • EPIC
  • Office Microsoft

Certification

Property & Casualty License

Languages

Chinese (Mandarin)
Native or Bilingual
English
Full Professional

Timeline

Personal Lines Underwriter - C&M First Services Inc
01.2020 - 09.2022
SERVICE REP & UNDERWRITING ASSISTANT - J&S COVERAGE INC
03.2019 - 12.2019
Customer Service Representative - JW AGENCY, INC
01.2015 - 02.2019
St.Mary's University - BBA, Accounting

Similar Profiles

CREATE PROFILE
Xiaoling Zhu