Insurance Sales Agent
Content
Career Highlights 9-years+ experience in Administrative/Customer Relations Licensed Life, Accident and Health Agent Licensed Fire and Casualty Agent CISR Designation Able to perform complex duties Possess excellent communication and organizational skills Enjoy working independently or with others Learn quickly and follow directions completely Computer & Internet Friendly Type 50-60 wpm and Ten-key by touch Professional Accomplishments The Solutions Group San Antonio, Texas Program Manager May 2007-December 2010
Called Current and Former clients to sell multiple lines of insurance products including Personal Lines, Business Package Policies, General Liability, Umbrella , Commercial Property, Inland Marine, Employment Practices Liability Insurance, Errors & Omissions and Directors and Officers Insurance Evaluated and implemented streamlined methods to improve efficiency in marketin g and selling products Performed all changes requested by Clients & Underwriters Corresponded with Internet, Multi-Line phone system, and fax Used Risk Analysis to evaluate exposure for products to be quoted Collected funds to secure insurance via faxed check or credit cards Proven Sales Record (Excel Worksheets available upon request) Remotely accessed work computer from Laptop when away from office. Renewal Services Called current clients 90 days prior to renewal to continue their business Collected applications, financial statements and loss runs for quotes and sent information to underwriters at different companies for the best price Presented quotes and went over coverage with client to see which quote may bene fit their company the most Collected all signed forms and payment to bind policies Serviced clients throughout the year with Loss runs requests, Additional Insure d requests, and any claims processing Nationwide Insurance Sept 2006-May 2007 San Antonio, Texas Commercial Service Center Representative Answered calls regarding Nationwide/Allied commercial products such as Business Package Policies, General Liability, Umbrella, Commercial Property, Inland Mari ne, Workers Compensation & Billing Performed all changes requested by Agents, Clients, & Underwriters Quoted all Commercial Insurance Corresponded with Lotus Notes, Intranet & Multi-Line phone system State Farm Insurance September 2002 to July 2006 Saratoga, California Licensed Fire & Casualty Agent/CSR LSA 4 CA Licence#0D93086
Answered incoming calls and work with clients directly to make changes on polic ies or resolve misunderstandings Input claims taken directly from insured or adverse Provided Quotes for Auto, Home, Commercial & Liability Insurance Completed all necessary underwriting research to bind quotes promptly and accur ately Corresponded with Underwriting and Claims Adjusters via phone, fax, Outlook & I ntranet Accounted & Deposited all incoming checks Cascade General & Amstar E & S June 2001 to August 2002 Promoted: Commercial/General Insurance Support Policy Setup, including editing policies, adding forms, performing rating & cor responding to agents Completed Surplus Lines Association Filings Corresponded with Carriers using Microsoft Outlook and Visioneer Fax Software Assisted Underwriters and CSR s with mail-out & policy declines Input A/P, A/R, & Commission for Accounting Dept. Claims & File Clerk Organized & Accounted for all policy files (10,000+), on & off site, for 10 und erwriters Processed all claims directly from clients or agents Liaison between adjuster & Agents involved in claims Requested & forwarded loss run reports Ordered all supplies Gathered and sent all post parcels including world wide shipping Performed troubleshooting & minor repair on all office equipment or coordinated repairs
U.S. ARMY
November 1990 to March 1993 DD-214 Upon Request
Honorable Discharge
Called Current and Former clients to sell multiple lines of insurance products including Personal Lines, Business Package Policies, General Liability, Umbrella , Commercial Property, Inland Marine, Employment Practices Liability Insurance, Errors & Omissions and Directors and Officers Insurance Evaluated and implemented streamlined methods to improve efficiency in marketin g and selling products Performed all changes requested by Clients & Underwriters Corresponded with Internet, Multi-Line phone system, and fax Used Risk Analysis to evaluate exposure for products to be quoted Collected funds to secure insurance via faxed check or credit cards Proven Sales Record (Excel Worksheets available upon request) Remotely accessed work computer from Laptop when away from office. Renewal Services Called current clients 90 days prior to renewal to continue their business Collected applications, financial statements and loss runs for quotes and sent information to underwriters at different companies for the best price Presented quotes and went over coverage with client to see which quote may bene fit their company the most Collected all signed forms and payment to bind policies Serviced clients throughout the year with Loss runs requests, Additional Insure d requests, and any claims processing Nationwide Insurance Sept 2006-May 2007 San Antonio, Texas Commercial Service Center Representative Answered calls regarding Nationwide/Allied commercial products such as Business Package Policies, General Liability, Umbrella, Commercial Property, Inland Mari ne, Workers Compensation & Billing Performed all changes requested by Agents, Clients, & Underwriters Quoted all Commercial Insurance Corresponded with Lotus Notes, Intranet & Multi-Line phone system State Farm Insurance September 2002 to July 2006 Saratoga, California Licensed Fire & Casualty Agent/CSR LSA 4 CA Licence#0D93086
Answered incoming calls and work with clients directly to make changes on polic ies or resolve misunderstandings Input claims taken directly from insured or adverse Provided Quotes for Auto, Home, Commercial & Liability Insurance Completed all necessary underwriting research to bind quotes promptly and accur ately Corresponded with Underwriting and Claims Adjusters via phone, fax, Outlook & I ntranet Accounted & Deposited all incoming checks Cascade General & Amstar E & S June 2001 to August 2002 Promoted: Commercial/General Insurance Support Policy Setup, including editing policies, adding forms, performing rating & cor responding to agents Completed Surplus Lines Association Filings Corresponded with Carriers using Microsoft Outlook and Visioneer Fax Software Assisted Underwriters and CSR s with mail-out & policy declines Input A/P, A/R, & Commission for Accounting Dept. Claims & File Clerk Organized & Accounted for all policy files (10,000+), on & off site, for 10 und erwriters Processed all claims directly from clients or agents Liaison between adjuster & Agents involved in claims Requested & forwarded loss run reports Ordered all supplies Gathered and sent all post parcels including world wide shipping Performed troubleshooting & minor repair on all office equipment or coordinated repairs
U.S. ARMY
November 1990 to March 1993 DD-214 Upon Request
Honorable Discharge
