Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.
Overview
21
21
years of professional experience
1
1
Certificate
Work History
Client Services Representative
Acrisure LLC dba Laris Insurance agency
10.2018 - Current
High-volume client engagement through phone and email
Research, administer, and confirm policies and endorsements
Run MVRs and determine driver eligibility
Issue COI, EPI, and other documentation for proof of insurance
Engage various carriers for submissions, issuing policies, and endorsements
Quote and process client funding through third-party finance companies
Work closely with agents, producers, and account managers in managing and maintaining a book of business
Proficient in AMS, EPIC, Microsoft Office Suite, and navigation of various carrier platforms and portals.
Enhance client satisfaction by providing timely and accurate information on products and services.
Owner/Manager
ATB Services Company
10.2002 - 12.2012
Developed and executed business plan
Managed 40+ employees in 4 separate departments; Data Entry, Customer Service, Client Management and Administrative Staff
Successfully responded to and was awarded 3rd party administrative contracts with 36 cities in 14 states
In 2009 the Colorado Springs Economic Development Corporation recognized ATB Services as one if the fast growing small businesses in Colorado Springs
In 2011 ATB Services was acquired by our largest competitor, PMAM Corporation of Irving, TX.