Experience

Piedmont Triad Insurance

• United States
• Insurance
• 1 - 100 Employee

• Certificate Specialist

  • May 2017 - Mar 2019

  Issue all incoming certificate requests to send to customers along with applicable endorsements; Generate renewal certificates for upcoming renewal policies to send out to customers in advance

• Account Manager

  • Jan 2016 - Mar 2019

  Provide technical support to sales executives- analyzing client needs, coverage forms, and quotes; Complete applications to submit to eligible carriers for potential quotes; Order and issue binders, certificates, policies, endorsements, cancellations and other related items; Process all incoming mail and phone requests



TAPCO Underwriters, Inc.

• United States
• Insurance
• 100 - 200 Employee

• Policy Issuance Specialist

  • Jun 2013 - Nov 2015

  Issue and monitor policies according to carrier guidelines; Conduct ratings to ensure policy accuracy; Cancel and reinstate policies based on outlined company terms; Maintained a less than 1% error ratio

• Personal/Commercial Lines Underwriter

  • Oct 2011 - Jun 2013

  Underwrite and quote commercial risks based on carrier guidelines- analyze, evaluate and rate or decline risks; Work with over twenty carriers to process new business quotes and renewal information; Solidify relationships with carriers and provide customer services to hundreds of retail agents; Top 5 in call volume in the company