Experience

Admiral Insurance Group (a Berkley Company)

• United States
• Insurance
• 200 - 300 Employee

• Insurance Clearance Specialist

  • Jun 2018 - Present

  Provides general operational support to the department primarily the processing of submissions and other client related correspondence for new and renewal accounts.Responsibilities include: Submission entry/clearance, Responsible for file documentation, Review of submissions for completion and accuracy, Sends requests for additional information as required for incomplete submissions, Adherence to clearance protocol, Provides administrative support to Manager as needed for special projects or assignments



Allstate

• United States
• Insurance
• 700 & Above Employee

• Insurace Agent

  • Jun 2017 - Present

  • Cross-selling existing customers with other Allstate products• Generating quotes and policies that are custom to the needs of each individual customer• Providing excellent customer service• Bonding Polices and making recommendations to customers to best service their needs and promote our services• Relationship building in face and over the phone with customer, staff and stakeholders• Solicits for new business via telephone, networking, and other lead sources• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty• Provide accurate and appropriate information in response to customer inquires• Maintained computerized customer database; importing, exporting necessary data daily to run accurate reports



CSAA Insurance Group, a AAA Insurer

• Insurance Customer Service Associate

  • Feb 2015 - Jun 2017

  •Provide quotes on premium changes for an existing insurance policy•Complete necessary insurance documents (cancellation requests, lien holder statements, loss payee, requests for additional information, etc.)• Process policyholder billing inquiries (Discretionary power within defined threshold)•Respond to and resolve policy holder concerns and inquiries•Maintain a high level of service with policyholders and meet performance targets as measured by quality assurance scores (underwriting accuracy and adherence to regulatory requirements), customer transaction satisfaction, likelihood to renew and refer (Net Promoter Score), etc. applications •Maintain awareness of all available insurance products and services and proactively promote them to customers•Use active listening skills to identify opportunities for generating interest in additional insurance products and self-service payment options to positively impact policyholder retention•Continuously seek to improve individual performance as part of contributing to the broader team’s success•Demonstrate clear and concise verbal and written communications



WW Grainger

• Inventory Associate Team Lead

  • Jul 2005 - Jan 2015

  •Demonstrated ability to think strategically and engage in continuous process improvement•Certified on forklift, order picker, tugger, double lift, and pacer• Team lead over off site operations including but not limited to cycle counts, audits and daily operation•Excellent communication and PC skills, including Microsoft applications •Working knowledge of warehouse receiving, stocking, and inventory best practices include, but are not limited to unloading, put-away, sorting, labeling, picking, replenishing, auditing, shipping, etc...•Designated troubleshooter and conflict negotiator, chosen to identify and resolve diverse order/client concerns while building a loyal client base in a competitive marketplace•Earn corporate recognition for analyzing and improving warehousing and inventory management systems to exceed all productivity and service quality objectives•Proven professional, adept at prioritizing and completing multiple assignments within strict budgetary/time restrictions and customer/technical specifications•Major responsibilities is to safely perform assigned warehouse functions utilizing established processes, procedures and tools while meeting performance expectations for productive, quality, safety and attendance. • Oversees training for all offsite employees•Trained and certified in DOT and Hazmat regulations