Experience

Assurity

• United States
• Insurance
• 200 - 300 Employee

• Assistant Supervisor

  • Aug 2021 - Present

  Coordinate all training and monitoring phone activity.  Create training schedules for new associates.  Conduct all team training and keep guidelines current.  Monitor phone activity and assist when needed.  Provide consistent coaching and feedback for growth and improvement.  Keep track of daily workflow to ensure established customer service standards are met.

• Contracting Specialist

  • Feb 2019 - Sep 2021

  Accountable for new agent contracts and appointments; and to provide customer service internally and externally.  Helped updated guidelines for multiple procedures within the department. Learned multiple functions early on and kept numbers above department level.  Volunteered to be on a committee working on engagement. Provide help to peers for additional tasks when needed.



Nationwide

• Insurance
• 700 & Above Employee

• PL Underwriting Screener, Remarketer

  • Jun 2014 - Dec 2018

  Charged with providing detailed knowledge of remarketing business, developing business relationships, and delivering overall customer service excellence to the regions. Cultivated confidence through leaders by strategic training, mentoring, and proactive management.▪ Streamlined and updated, the company’s manual / guidelines from three different former programs to an updated format with documentation supporting the new system. This occurred by learning the new system.▪ Created a simplified system when analyzing the new guideline information which saved time and money.▪ Improved cross-departmental communication by creating a chat / Skype group for departments to utilize when imperative questions needed answers quickly. This saved time, confusion, frustration and improved accuracy, creative team effort, and quick resolutions. Show less

• PL Underwriting Screener

  • Jun 2010 - Jun 2014

  Hired to verify eligibility and proper classification of assigned personal lines risks, serviced Agents accurately the first timeand acted as a resource to peers via mentorship, motivation, and engagement. Efficiently troubleshoot issues to solve problems and responded to inquiries promptly. Proactively volunteered to assist absent co-workers creating loyalty while completing tasks for operational efficiency.▪ Formed a team of Underwriters from each region and discussed unnecessary guidelines that were no longer needed for an Underwriter’s approval to pass. Updating existing guidelines saved the company time and money.▪ Joined a proactive team of professionals to assist the company with launching a new system. ▪ Assisted in offering suggestions on departmental needs, strategized with other professionals’ ways to improve system bugs that needed fixing, and trained the department on how to use the new system. Show less

• Remarketing Senior

  • Jun 2005 - Jun 2010

  Led an energetic work environment by inspiring team members with promotional benefits and goals and created memorable experiences when meeting / exceeding company expectations. Consistently met and exceeded the service levels of the Des Moines Office (DMO) region and managed workflow with confidence. Built effective relationships that encouraged team members to have positive attitudes enabling growth and development with successful coaching and mentorship.