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Insurance - Client Representative Resume
Senior Management Executive Resume
DeGina
US-California-Los Angeles
Experience a Friendly Professional
I am seeking a challenging position with a strong company, where I can provide excellent customer service, professional diplomacy, and written and oral communication skills. I am certified in the following areas: OSHA 30, HazMat, Confined Space, Trenching & Shoring, CPR, Traffic Control and Construction Skills. I have been a California licensed Property & Casualty Insurance Broker-Agent since 2001
DEGINA C. LOGAN
LICENSED California Resident Insurance Producer - Fire and Casualty Broker-Agent, License #0D28629 May 2001 to May 2011
EXPERIENCE
07/2007 Present Insurance Sales Representative
Call on policyholders to deliver and explain policy; Analyze insurance program and suggest additions or changes; Calculate premiums and establish payment method; Customize insurance programs to suit individual customers; Sell various types of insurance policies to individuals on behalf of insurance companies; Interview prospective clients to obtain data about their financial resources and needs, the physical property to be insured, and to discuss any existing coverage; Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients; Explain features, advantages and disadvantages of various policies to promote sale of insurance plans; Contact underwriter and submit forms to obtain binder coverage; Ensure that policy requirements are fulfilled, including the completion of appropriate forms; Confer with clients to obtain and provide information when claims are made on a policy; Perform administrative tasks, such as maintaining records and handling policy renewals; Select company that offers type of coverage requested by client to underwrite policy; Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts; Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
08/2005 - 05/2007 Marsh Commercial Lines Entertainment & Media - Wrap-Up Administrator
Report to Program Manager for assigned business segments; Responsible for providing Client Advisors with information necessary to make sound underwriting decisions ; Provide support responsive to marketing, underwriting, retention and service goals; Assured all related support activities delivered in a manner consistent with department and expense management focus; Participate with Client Advisors and Underwriters in renewal and new business activities that support business unit growth and retention goals; Collaborate with Client Advisors and Underwriters to establish support needs for new and renewal policies; Participate in pre-renewal meetings to define assignments; Manage account documentation; Ensure accurate and timely servicing and billing of accounts; Calculate premiums, refunds, commissions, adjustments, and new reserve requirements for deductible fund; Communicate with companies, insured's, customers and internal departments; Provide information for regulatory compliance; Provide administrative support and other related services as needed; Participate in projects and assignments as needed.
03/2004 - 05/2005 Sander A. Kessler & Associates Commercial Lines Marketing Assistant
Update applications based on renewal schedules; Submit risks for non-admitted insurers; Resolve carrier subjectivities; Assimilate Loss Run Recaps; Forecast potential quotes; Create proposals and maintain marketing files; Prepare underwriting, pricing exhibits and schedules; Marketing, customer service and administrative support affecting brokers and insured's from initial submission through policy issuance and renewals; Identify and gather relevant account information to quote and/or bind the policy; create exhibits; Create proposals, compose agreement letters, process reinsurance contracts, policy changes, endorsements, and cancellations; researched and resolves issues; Responds to inquiries and questions; Processed statutory filings, proof of insurance, and certificates; input account information into system.
03/2003 - 12/2003 HUB International of California Commercial Lines Account Manager
Modify, update, and process existing policies and claims to reflect any change in amount of coverage or type of insurance; Process and record new insurance policies and claims; Review and verify data; Organize and work with detailed office records and maintain files for each policyholder; Examine letters from policyholders or companies, original insurance applications, and other company documents to determine if changes are needed and effects of changes; Correspond with insured or company to obtain information or inform them of account status or changes; Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts; Notify producer and accounting department of policy cancellation; Interview clients and take their calls to provide customer service and obtain information on claims; Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met; Process, prepare, and submit business or government forms.
05/2002 - 02/2003 Speare & Company Commercial Lines Customer Service Representative
Process new insurance policies, modifications to existing policies, and claim forms; Obtain information from policyholders to verify the accuracy of information on applications, related documents, and company records; Update existing policies and company records to reflect changes requested by policyholders and insurance company representatives; Proposals, certificates of insurance, invoicing and endorsements; Assisted with billing questions as customer service supervisor on escalation calls.
06/2001 - 05/2002 Temporary assignments Commercial Lines Service Representative
Process renewals and new business applications; Order Loss Runs and Motor Vehicle Reports; Create and follow-up suspense items; Process invoices, Certificates of Insurance and endorsements; Request Insurance Company Ratings: Calculate payroll to negotiate Workers Compensation premiums; Proofread policy proposals, process claims, and request quotes for renewals; Answering inbound calls.
05/2000 - 06/2001 Aon Risk Services Commercial Lines Jr. Insurance Administrator (OCIP)
Assisting customers and contractors with inquiries regarding insurance program; Review and update bid reports, payroll schedules, and OSHA requirements; Process declared projects and new business applications; Check policies, certificates of insurance, and endorsements; Handled incoming calls from call center; Answering questions for internal departments; Provided customer care with confidence as a service representative for the owner controlled insurance program.
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