Personal Lines Account Manager and Licensed Insurance Agent

• Feb 2019 - Present

Personal Lines Account Manager and Licensed Insurance Agent

• Nov 2015 - Feb 2019

• Manage Personal Lines book of business • Calculate quotes using a comparative rater • Issue new business insurance • Communicate with mortgage companies upon new business • Take all incoming calls on requests for personal insurance coverage • Educate current and new clients on insurance options • Address customer inquiries and complaints each week • Follow up with customers on unresolved issues • Prepare ACORD forms • Process requests for evidence of insurance and mortgagee clause updates • Maintain relationships with clients, carriers, and underwriters • Issue endorsement requests from client • Resolve billing issues • Claims reporting • Manage a high volume of calls • Work with clients to ensure the accuracy of their policies and accounts • Process underwriting requests • Work with underwriting to resolve future cancellations, non-renewals, and reinstate policies • Process premium payments • Communicate with insurance carriers directly to solve issues and process endorsements

Account Manager and Licensed Insurance Agent

• May 2012 - Nov 2015

• Calculate quotes and educate current clients on insurance options • Evaluate the accuracy and quality of data entered into the agency management system • Address customer inquiries and complaints each week • Follow up with customers on unresolved issues • Prepare ACORD forms and obtain electronic signatures • Process requests for evidence of insurance and mortgagee clause updates • Maintain relationships with clients, carriers, and underwriters • Issue endorsement requests from client • Resolve billing issues • Claims reporting • Manage a high volume of calls • Work with agents to ensure accuracy of policies and accounts, as well as, handling requests from clients • Process underwriting requests • Work with underwriting to resolve future cancellations, non-renewals, and reinstate policies • Process premium payments • Communicate with insurance carriers directly to solve issues and process endorsements