Experience

FedNat

• United States
• Insurance
• 1 - 100 Employee

• Underwriter

  • Aug 2019 - Jan 2023

  Sunrise, FL

• Underwriter III

  • Aug 2019 - Jan 2023

  Sunrise, FL Processed applications verifying construction features, updates, replacement cost and insurable interest, accepted or rejected incoming risks using the carrier underwriting guidelines, processed policy changes, reviewed inspections and took action when necessary, and issued carrier documents.



State Farm ®

• United States
• Insurance

• Office Manager

  • Jan 2009 - Aug 2019

  Poirt Charlotte, FL  Responsible for coaching, performance management, and career development of the team  Developed retention strategies  Develop strong relationships with customers and team members  Assess risks, anticipate challenges, and provide escalation management when necessary  Manage and improve operational processes, policies, and systems in support of the agency’s mission and to improve efficiency and quality Over 10 years experience in a fast paced, high inbound call environement.… Show more  Responsible for coaching, performance management, and career development of the team  Developed retention strategies  Develop strong relationships with customers and team members  Assess risks, anticipate challenges, and provide escalation management when necessary  Manage and improve operational processes, policies, and systems in support of the agency’s mission and to improve efficiency and quality Over 10 years experience in a fast paced, high inbound call environement. Run day to day operations of very successful insurance agency with a direct hand in building the business into the success of today. Responsibilities include tracking production, training and coaching personnel, managing team in retention of a 3500+ household book of business, customer relations, organize events, the management of professional documents, lead stand-up meeting every morning, organize and delegate work, oversee subordinates work, personnel management and reviews, conduct interviews, continually improve processes, onboarding of all new employees, manage calendars and email.

• Customer Care Lead

  • Aug 2007 - Dec 2008

  Port Charlotte, FL  Provide exceptional customer service and develop relationships with customers  Handle special projects/other related assignments as delegated by Agent  Connect with clients to provide complete insurance advice and spot potential sales and referral opportunities  Create and deliver certificates of insurance for business clients  Function autonomously with support of all facets of product line growth and development Provided exceptional service to book of business, dealing… Show more  Provide exceptional customer service and develop relationships with customers  Handle special projects/other related assignments as delegated by Agent  Connect with clients to provide complete insurance advice and spot potential sales and referral opportunities  Create and deliver certificates of insurance for business clients  Function autonomously with support of all facets of product line growth and development Provided exceptional service to book of business, dealing with multiple carriers in multiple lines of coverage. Verified policies issued as quoted, review and process change requests in the agency management system, resolve account discrepancies, processed underwriting requests, fielded incoming calls, managed office calendars, set appointments, created certificates of insurance for business clients. Advised policy holders of gaps of coverage and offered solutions.



Professional Services Division

• Professional Training and Coaching

• Office Manager/Software Implementation Assistant

  • Jun 2006 - Aug 2007

  Port Charlotte, FL  Deliver outstanding customer care to clients nationwide  Provide support for all stages of implementation process  Manage expense reporting for consultant  Accounts Payable, Receivable, General Ledger, and audits  Payroll and quarterly tax filings Assisted with all stages of the remote implementation of TimeSheets by Sage. Assisted in custom database builds, importing pay rules, set up of client employee lists, produced professional documents and client specific job aids… Show more  Deliver outstanding customer care to clients nationwide  Provide support for all stages of implementation process  Manage expense reporting for consultant  Accounts Payable, Receivable, General Ledger, and audits  Payroll and quarterly tax filings Assisted with all stages of the remote implementation of TimeSheets by Sage. Assisted in custom database builds, importing pay rules, set up of client employee lists, produced professional documents and client specific job aids. Helped develop and create on demand training using Camtasia and SnagIt for Sage Software. Show less