Personal Insurance Account Manager

• Oct 2018 - Present

Senior Customer Service Representative/ Office Manager

• Oct 2012 - Oct 2018

 Practice all aspects of customer service with an emphasis on building customer relationships, Assist personal lines producers with all of their business needs, Process company downloads,Re-quote renewals as needed, Assist in training new personnel, Help clients through the claims process, Complete Carco Inspections, Take payments; make deposits, Cross sell personal lines products to existing customers, Write new business as needed to walk-in/call in-customers, Process all incoming mail, Assist other Marshall & Sterling branches as needed, Complete company training programs to further my knowledge of different companies products and underwriting guidelines, Complete continuing education classes for my NY Brokers license , Meet with company marketing representatives to build relationships and gain knowledge on carrier changes Show less

Agency Underwriter

• May 2006 - 2012

Selected as assigned underwriter for Weichert Realty; Johnson Insurance, Nipponkoa and TD Banknorth. Emphasized professional relationship building with assigned agents. Addressed customer experience issues / concerns. Provided technical underwriting support to team members. Kept up to date with regulatory changes, PLUM bulletins and other ongoing training. Processed all reordered inspections; processed referrals from processing with regards to Inspections; assisted with processing renewals and arns for various states; took telephone calls on the Agent line; processed agent’s new business submissions. (Homeowners, Personal Umbrella, Personal Articles Floater, Automobile and Dwelling Fire). Served on the Usability Team; reviewed information in live publish and provided feedback. Show less

Customer Service Agent and Sales

• Jan 2000 - May 2006

Process prospect referrals from TD Bank. Quote and issue new policies for customers that call or come into the office. Visit TD Bank locations to collaborate with the tellers and managers to obtain ideas to better serve our customers. Answer phones Assist walk in Customers Drive to customer’s homes to complete property inspections Complete Carco Inspections Process in coming mail/ changes Count the money drawer, make deposits, send checks to carriers; process claims for customers. Show less

Customer Service Agent

• Jan 1994 - Jan 2000

Answered telephones. Assisted walk in customers. Issued and serviced new business policies. Completed Carco Inspections. Processed mail coming into office; counted money drawer, made deposits, sent checks to carriers; processed claims. Answered telephones. Assisted walk in customers. Issued and serviced new business policies. Completed Carco Inspections. Processed mail coming into office; counted money drawer, made deposits, sent checks to carriers; processed claims.