Trinita Washington
Assistant Account Manager of PestSure Association at PestSure- Claim this Profile
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Topline Score
Bio
Credentials
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TX General Lines Agent License - P&C
Texas Department of InsuranceAug, 2019- Nov, 2024
Experience
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PestSure
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United States
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Insurance
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1 - 100 Employee
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Assistant Account Manager of PestSure Association
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Sep 2018 - Nov 2021
• Conduct proactive file maintenance – forward files as needed • Completed first draft applications (questionnaires) • Processed and issued renewal forms (structural boards, WC posting notices, etc.) • Completed proposal • Audit/file/scan/update policy spreadsheets • Processed and sent endorsements to insureds • Run and send out monthly installment invoices • Processed and invoiced audits • Set Up policy binders • Vehicle Verifications for Sedgwick • Conduct proactive file maintenance – forward files as needed • Completed first draft applications (questionnaires) • Processed and issued renewal forms (structural boards, WC posting notices, etc.) • Completed proposal • Audit/file/scan/update policy spreadsheets • Processed and sent endorsements to insureds • Run and send out monthly installment invoices • Processed and invoiced audits • Set Up policy binders • Vehicle Verifications for Sedgwick
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Progressive Insurance
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Dallas/Fort Worth Area
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Claims Processor
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Nov 2015 - Sep 2018
Conduct proactive file maintenance – forward files as needed Run reports for adjusters for state of TX – mvr, background checks, carrier requests, etc Greet customers and assist with paperwork exchange for claims processing and completion Download recorded statements and/or request transcription of statements Process mail, FedEx and all packages Supervise the maintenance of office areas, equipment, and facilities Order office and breakroom supplies Request… Show more Conduct proactive file maintenance – forward files as needed Run reports for adjusters for state of TX – mvr, background checks, carrier requests, etc Greet customers and assist with paperwork exchange for claims processing and completion Download recorded statements and/or request transcription of statements Process mail, FedEx and all packages Supervise the maintenance of office areas, equipment, and facilities Order office and breakroom supplies Request medical bills from providers Request Iron Mountain file requests Show less Conduct proactive file maintenance – forward files as needed Run reports for adjusters for state of TX – mvr, background checks, carrier requests, etc Greet customers and assist with paperwork exchange for claims processing and completion Download recorded statements and/or request transcription of statements Process mail, FedEx and all packages Supervise the maintenance of office areas, equipment, and facilities Order office and breakroom supplies Request… Show more Conduct proactive file maintenance – forward files as needed Run reports for adjusters for state of TX – mvr, background checks, carrier requests, etc Greet customers and assist with paperwork exchange for claims processing and completion Download recorded statements and/or request transcription of statements Process mail, FedEx and all packages Supervise the maintenance of office areas, equipment, and facilities Order office and breakroom supplies Request medical bills from providers Request Iron Mountain file requests Show less
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At Institute of Dallas
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Dallas/Fort Worth Area
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Assistant Director Of Admissions
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Mar 2013 - Apr 2014
Managed inquiries to achieve prompt contact and performance activity weekly goals Utilized Art Institute approved recruitment policies/formats; makes prompt and effective contact with inquiries and redirects unqualified candidates based upon incompatible career goals. Secured new inquiries by directly cold calling a minimum of 25 calls daily Scheduled and conducted interviews, pursues qualified candidates for enrollment, and achieved enrollment and start rate… Show more Managed inquiries to achieve prompt contact and performance activity weekly goals Utilized Art Institute approved recruitment policies/formats; makes prompt and effective contact with inquiries and redirects unqualified candidates based upon incompatible career goals. Secured new inquiries by directly cold calling a minimum of 25 calls daily Scheduled and conducted interviews, pursues qualified candidates for enrollment, and achieved enrollment and start rate goals Accurately and completely portrayed Institutes educational programs, expected outcomes, student services, and financial consideration to students, parents, and educators Consistently conducted follow-up, monthly at minimum, with all applicants to ensure successful matriculation and assists other personnel and departments with data collection and problem solving Participated in appropriate recruitment and enrollment activities including: open houses, regional presentations, training sessions, orientation programs, career days, etc Accurately setup demos to present to students Conducted all activities in accordance with the highest ethical standards and adhered to all state and federal accreditation as well as University rules and regulations regarding student recruitment Show less Managed inquiries to achieve prompt contact and performance activity weekly goals Utilized Art Institute approved recruitment policies/formats; makes prompt and effective contact with inquiries and redirects unqualified candidates based upon incompatible career goals. Secured new inquiries by directly cold calling a minimum of 25 calls daily Scheduled and conducted interviews, pursues qualified candidates for enrollment, and achieved enrollment and start rate… Show more Managed inquiries to achieve prompt contact and performance activity weekly goals Utilized Art Institute approved recruitment policies/formats; makes prompt and effective contact with inquiries and redirects unqualified candidates based upon incompatible career goals. Secured new inquiries by directly cold calling a minimum of 25 calls daily Scheduled and conducted interviews, pursues qualified candidates for enrollment, and achieved enrollment and start rate goals Accurately and completely portrayed Institutes educational programs, expected outcomes, student services, and financial consideration to students, parents, and educators Consistently conducted follow-up, monthly at minimum, with all applicants to ensure successful matriculation and assists other personnel and departments with data collection and problem solving Participated in appropriate recruitment and enrollment activities including: open houses, regional presentations, training sessions, orientation programs, career days, etc Accurately setup demos to present to students Conducted all activities in accordance with the highest ethical standards and adhered to all state and federal accreditation as well as University rules and regulations regarding student recruitment Show less
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Adecco
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Dallas/Fort Worth Area
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Recruiter
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Jul 2012 - Dec 2012
Answered inbound/outbound calls, interviewed, hired, trained, mentored, coached, and evaluated performance of hourly associates Followed up with Clients, Recruiters, Managers, and Business Branches when requested Handled customer concerns with a professional consultative approach Operated office switchboard and handled all incoming and outgoing communications Reviewed weekly payroll submissions, approvals, and inquires Completed unemployment files sent to TALX… Show more Answered inbound/outbound calls, interviewed, hired, trained, mentored, coached, and evaluated performance of hourly associates Followed up with Clients, Recruiters, Managers, and Business Branches when requested Handled customer concerns with a professional consultative approach Operated office switchboard and handled all incoming and outgoing communications Reviewed weekly payroll submissions, approvals, and inquires Completed unemployment files sent to TALX -Texas Administered backgrounds, drug tests submittals, and reference research via NexisLexis, Hire Right and Choice Point systems Show less Answered inbound/outbound calls, interviewed, hired, trained, mentored, coached, and evaluated performance of hourly associates Followed up with Clients, Recruiters, Managers, and Business Branches when requested Handled customer concerns with a professional consultative approach Operated office switchboard and handled all incoming and outgoing communications Reviewed weekly payroll submissions, approvals, and inquires Completed unemployment files sent to TALX… Show more Answered inbound/outbound calls, interviewed, hired, trained, mentored, coached, and evaluated performance of hourly associates Followed up with Clients, Recruiters, Managers, and Business Branches when requested Handled customer concerns with a professional consultative approach Operated office switchboard and handled all incoming and outgoing communications Reviewed weekly payroll submissions, approvals, and inquires Completed unemployment files sent to TALX -Texas Administered backgrounds, drug tests submittals, and reference research via NexisLexis, Hire Right and Choice Point systems Show less
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Allstate Appriasal
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Greater Chicago Area
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Customer Service Account Manager
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Aug 2010 - May 2012
Managed multi-line phone system in support of 3 offices Managed appraisal process from start to finish Worked closely with business owners Responsible of finding competent appraisers to complete orders, followed-up with appraisers and clients Handled customer complaints with professional and consultative approach Responded to clients as it relates to inquiries, changes and completion of appraisals and claims Managed multi-line phone system in support of 3 offices Managed appraisal process from start to finish Worked closely with business owners Responsible of finding competent appraisers to complete orders, followed-up with appraisers and clients Handled customer complaints with professional and consultative approach Responded to clients as it relates to inquiries, changes and completion of appraisals and claims
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Allstate Insurance
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Greater Chicago Area
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Senior Customer Insurance Professional
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Apr 2005 - Jul 2009
Assisted customers with various policy changes, requests, and complaints Hired, trained, mentored, coached, and evaluated performance of hourly associates Provided basic customer service for a high volume of primarily routine inbound telephone calls with the objective of extending contact to sell new or additional products and/or services while providing customer satisfaction and retention Well-versed in governmental, commercial compliance and regulations related to… Show more Assisted customers with various policy changes, requests, and complaints Hired, trained, mentored, coached, and evaluated performance of hourly associates Provided basic customer service for a high volume of primarily routine inbound telephone calls with the objective of extending contact to sell new or additional products and/or services while providing customer satisfaction and retention Well-versed in governmental, commercial compliance and regulations related to billing, and accounts receivable management Show less Assisted customers with various policy changes, requests, and complaints Hired, trained, mentored, coached, and evaluated performance of hourly associates Provided basic customer service for a high volume of primarily routine inbound telephone calls with the objective of extending contact to sell new or additional products and/or services while providing customer satisfaction and retention Well-versed in governmental, commercial compliance and regulations related to… Show more Assisted customers with various policy changes, requests, and complaints Hired, trained, mentored, coached, and evaluated performance of hourly associates Provided basic customer service for a high volume of primarily routine inbound telephone calls with the objective of extending contact to sell new or additional products and/or services while providing customer satisfaction and retention Well-versed in governmental, commercial compliance and regulations related to billing, and accounts receivable management Show less
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Education
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Northern Illinois University
Bachelor of Business Management -
Kaplan University
Paralegal Certificate, Paralegal