Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
37
37
years of professional experience
Work History
Underwriting Service Assistant
State Farm Insurance Company
08.2020 - Current
Serves as a technical and procedural resource to assist in resolving policy/policyholder concerns
Partners with Underwriters to service Agency and Agency Leadership concerns and/or handles business
partners inquiries
Communicates with Policyholders, Agents, Claims, Legal, or business partners via various communication
media, including email, IM, chat, and phone
Maintains and updates policyholder records
Performs general mail desk responsibilities
Provides assistance by performing a variety of service and support functions
Customer Service Representative
Liberty Mutual Insurance Company
06.2019 - 06.2020
Provides excellent customer service by responding promptly to all inbound customer calls regarding personal lines policies, limited by geographic area and line.
Listens to customers’ requests and inquiries.
Works to retain policyholders who inquire about canceling through open listening, policy review of customer issues, and escalation to the appropriate team if necessary.
Builds rapport with each customer.
Processes policyholder transactions accurately and within Customer Response Center established time standards.
Interprets policy contracts to insured based on knowledge of Personal Insurance auto products.
Identifies, understands and interprets customer needs to implement resolutions and makes recommendations for coverage enhancements.
For features or products outside of auto, escalates the policyholder to the appropriate team.
Understands aspects of billing systems as it pertains to policy coverage.
Identifies and communicates transactions and impact to policy premium.
Evaluates and makes decisions regarding exceptions to payment plan and fees.
Makes alternate payment arrangements with customers and interacts with billing system to reflect arrangements.
Places policy in follow-up and ensures adherence to arrangements specified.
Manages and utilizes time effectively to ensure department meets required service levels for improved customer satisfaction results.
Utilizes on-line reference materials to provide confident, accurate, and efficient information.
Develops and maintains product, procedural and technical systems knowledge.
Completes licensing and continuing education requirements.
Utilizes technical systems, effectively and efficiently, including desktop, call center specific phone systems and the internet.
Supports and participates in office or department programs and contests.
Performs additional duties as assigned.
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Local Office Manager
State of Arizona (DES)
08.1996 - 04.2004
Managed an office with a staff of 40 employees responsible for making determinations for federal and state welfare programs.
Ensured applications were processed timely according to federal and state guidelines.
Monitored daily reports ensuring timely completion of applications.
Completed case audits on supervisors to ensure policy and procedures were applied correctly and quality was met.
Conducted weekly unit meetings to ensure office goals were being met.
Conducted office training on new policy. Conducted root cause analysis session for office improvement
Participated on interview panels for new hires. Completed new hire paperwork
Completed monthly employee evaluations to keep staff aware of their performance.
Resolved customer complaints and promoted quality customer service.
Unit Supervisor
State of Arizona (DES)
12.1991 - 08.1996
Supervised a unit of 7 eligibility interviewers and 1 clerk who carried a caseload of 100-150 clients each. Payroll data entry.
Monitored reports for timeliness
Completed case audits for case accuracy.
Held unit meeting/training.
Resolved client complaints and promoted quality customer service.
Ensured applications were timely completed by each worker.
Trained new clerical staff on timesheets input.
Trained CSR on answering busy switchboard taking messages and ensuring proper routing of calls.
Eligibility Interviewer
State of Arizona (DES)
11.1988 - 12.1991
Completed face to face interviewers with customers applying for federal and state welfare programs.
Monitored and maintained a caseload of 100-150 to ensure timely completions of changes and case renewals.
Gathered requested verification needed to make a timely eligibility decision, explain benefits that were available, the process and timeframes it took to receive benefits.
Input information into the computer system ensuring correct benefit amounts were paid to eligible clients.
Handled inbound calls in a courteous manner to resolve customer issues and provided quality customer service.
Processed inside and outside timekeeping data by the required deadline
Applied company policy and government regulations to process cases
Communicate with internal and external customers and entities via phone and other communication channels.
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Education
Associate of Arts - General Studies
Maricopa Community Colleges, South Mountain Community College
Phoenix, AZ
Skills
Document review
Policy analysis
Organizational skills
Adaptability and flexibility
Decision-making
Problem-solving
Timeline
Underwriting Service Assistant
State Farm Insurance Company
08.2020 - Current
Customer Service Representative
Liberty Mutual Insurance Company
06.2019 - 06.2020
Local Office Manager
State of Arizona (DES)
08.1996 - 04.2004
Unit Supervisor
State of Arizona (DES)
12.1991 - 08.1996
Eligibility Interviewer
State of Arizona (DES)
11.1988 - 12.1991
Associate of Arts - General Studies
Maricopa Community Colleges, South Mountain Community College
Senior Assistant Underwriter-Auto-Fire-Complex at STATE FARM INSURANCE COMPANYSenior Assistant Underwriter-Auto-Fire-Complex at STATE FARM INSURANCE COMPANY