QUALIFICATIONS PROFILE
Highly efficient personal lines customer service representative with experience not only in servicing all aspects of personal lines insurance from processing new business to servicing claims but is also able to maintain and grow a book of business through excellence in customer service.
?Licensed Property and Casualty / Life and Health Insurance agent for state of Connecticut; track record of skilled management for customer services /business support within insurance industry.
?Exceptional leadership skills with the ability to build positive and productive office teams; maintain top-notch interpersonal and business communications with a diverse demographic.
?Strong capacity to multitask in fast-paced business environments with efficiency and accuracy in time-sensitive environments with demanding clientele.
?Comprehensive knowledge of business logistics with superior organizational and analytical skills; focused on efficiency of administrative processes and clarity of communications.
?Talent for handling records management and information flow efficiently and with complete accuracy.
?Technical proficiencies include Microsoft Word, Excel, Outlook, AMS, ChoicePoint, and Applied Systems.
PROFESSIONAL EXPERIENCE:
Allstate Phillips Agency – Mystic, CT•••••
••••• to Present
Personal Lines Agent
Assisted client in all aspects of their personal insurance needs. Analyzed new client needs by tailoring coverage and policy’s to meet their needs. Processed new business applications from point of sale to delivery to client. Assisted clients in all aspects of policy’s changes from marital spin offs to vehicle change’s. Assisted and helped in resolving difficult billing issues also collected and electronically processed the payments. Assisted clients with claims reporting. Conducted annual renewal reviews to assure the client had no gaps in coverage and for the purpose of cross selling.
? Implemented renewal review process
? Reconciled daily payment report and made bank deposit
? Implemented a claim follow process to assure customer satisfaction
? Implemented follow up process on change request
Grover Insurance – Mystic, CT
••••• to •••••
Personal Lines Account Executive
Analyzed client insurance needs and recommended appropriate products or policy adjustments. Provide top level of customer service. Drove creation of new business through excellence in customer service and building strong referral base. Conducted due diligence on documentation to ensure accuracy and completeness of application, change endorsements and sale.
? Tracked industry trends and remained current on new products.
KELLY TEMP SERVICE/MPTN – Ledyard, CT
••••• to •••••
Administrative Assistant
Provide high levels of office support to the Director of Utilities (MPTN Utilities, Ledyard). Ensure accurate completion of documentation, handle workflow for routine and confidential information, and screen, filter, and re-direct incoming and out going calls / mail. Serve as primary liaison between office and external parties, communicating with tact, courtesy, and professionalism.
? Exceptional organizational skills interfacing with staff and managers across multiple departments.
SMITH INSURANCE GROUP – Niantic, CT
••••• to •••••
Personal Lines Standard Market Sales Specialist
Analyzed client insurance needs and recommended appropriate products or policy adjustments. Drove
Creation of new business through excellence in customer service and building strong referral base. Conducted due diligence on documentation to ensure accuracy and completeness of application and sale.
? Tracked industry trends and remained current on new products.
? Consistently meet or surpassed company and personal sales quotas.
SAVA INSURANCE GROUP, Waterford, CT
••••• – •••••
Personal Lines Standard Market Sales Specialist
Expertise representing and selling multiple lines of personal insurance. Provided assessment of client assets, liabilities, cash flow, and financial objectives to establish strategies for best insurance coverage. Superior ability to build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
? Skilled use of various software programs from different insurance companies.
? Reputation earned for increasing sales and referrals with customized personal attention to customers.
Licensed Property and Casualty Insurance Agent (since •••••)
Licensed Life and Health Insurance Agent (since •••••)
