Associate Underwriter

• May 2022 - Present

Personal Lines Account Manager

• Jan 2020 - May 2022

· Highly competent working in a fast-paced environment maintaining over 200 client records monthly and completing all updates on agency management systems · Analyze potential client requirements and prepare comprehensive plans that meet individual insurance needs and financial goals · Increased company sale and retention rate by 25% by ensuring follow-ups upon renewal is completed · Apply organization and time management skills when coordinating and responding to phone and email inquiries · Research and stay abreast of current insurance regulations to proactively inform clients of policy and fee updates

Training Specialist

• Sep 2018 - Jan 2020

· Assisted and coached team members on strategies to meet daily targets · Consulted user guides and manuals to research and implement solutions for client inquiries · Organized and maintained a solution log to provide support for team members · Monitored team growth and identified training needs by evaluating strengths and weaknesses · Assisted and coached team members on strategies to meet daily targets · Consulted user guides and manuals to research and implement solutions for client inquiries · Organized and maintained a solution log to provide support for team members · Monitored team growth and identified training needs by evaluating strengths and weaknesses

Client Support Representative

• Aug 2017 - Sep 2018

· Handled all client inquiries, giving detailed and personalized solutions to each client · Knowledgeable on all company products and promotions to increase sales · Consistently achieved excellent results in quarterly and yearly review · Handled all client inquiries, giving detailed and personalized solutions to each client · Knowledgeable on all company products and promotions to increase sales · Consistently achieved excellent results in quarterly and yearly review