Experience

WS&P Insurance: Walthall Sachse & Pipes, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Customer Service Representative

  • Jun 2019 - Present



INSURICA

• United States
• Insurance
• 300 - 400 Employee

• Customer Service Rep

  • Sep 2012 - Jul 2019

  Manage new and renewal business submissions for quotes, processing and billing. Market renewal business when deemed necessary. Process policy changes/endorsements, audits, cancellations, related billings and certificates of insurance as needed. Handle daily communication with clients, companies and producers to service client needs in a timely manner. Manage new and renewal business submissions for quotes, processing and billing. Market renewal business when deemed necessary. Process policy changes/endorsements, audits, cancellations, related billings and certificates of insurance as needed. Handle daily communication with clients, companies and producers to service client needs in a timely manner.



Wortham Insurance

• San Antonio, TX

• Account Manager

  • Jul 2008 - Sep 2012

  Managed new and renewal business submissions for quotes, processing and billing. Marketed renewal business when deemed necessary. Processed policy changes/endorsements, audits, cancellations, related billings and certificates of insurance as needed. Handled daily communication with clients, companies and producers to service client needs in a timely manner. Managed new and renewal business submissions for quotes, processing and billing. Marketed renewal business when deemed necessary. Processed policy changes/endorsements, audits, cancellations, related billings and certificates of insurance as needed. Handled daily communication with clients, companies and producers to service client needs in a timely manner.



Bell Insurance Group

• Dallas, Texas

• Account Manager

  • 2006 - 2008

  Manage over 115 client accounts. Handle errors and omissions coverage as well as supporting property and casualty lines for Architects, Engineers, Attorneys, Accountants and Staffing Agencies. Handle daily communication with clients, companies and producer to service client needs in a timely manner. Process policy changes/endorsements, related billings and certificates of insurance as needed. Manage new and renewal business submissions for quotes, processing and billing. Manage over 115 client accounts. Handle errors and omissions coverage as well as supporting property and casualty lines for Architects, Engineers, Attorneys, Accountants and Staffing Agencies. Handle daily communication with clients, companies and producer to service client needs in a timely manner. Process policy changes/endorsements, related billings and certificates of insurance as needed. Manage new and renewal business submissions for quotes, processing and billing.