IVP-80 

OBJECTIVE: To secure a remote Personal Line position selling & servicing mid-market &high-net-worth clients 

PROFESSIONAL BUSINESS SKILLS:

• Professional, warm and friendly
• Communicates with customers in a clear, pleasant and professional manner
• Good conflict-resolution and complaint-resolving skills
• Team Player that can work independently 
• Planning and organizational skills that balance work and responsibilities in a timely manner

 IT SKILLS             Proficient with Sagitta, Image write Microsoft, Excel, Power Point, Outlook

                            Internet Savvy, rate, quote and write policies with over twenty carrier portals 

LANGUAGES      Fluent in English and Albanian, conversational Spanish

Customer Service Representative

• Deliver pleasant and professional day-to-day Personal Line customer support
• Maintain account retention by analyzing policies always ensuring our clients are properly covered.
• Analyze renewal information including coverage, limits, loss history and exposures
• Review coverage wordings for each renewal and make enhancements where possible
• Bind coverage, create and submit carrier binders/documents
• Gather information from prospective clients
• Identify customers’ needs, answer questions, cross-sell and expedite requests
• Quote and issue policies
• Produce high-quality quotes & close sales
• Place business with over 25 carriers and wholesalers via direct negotiating and carrier portals
• Issue endorsements, cancellations & Acord forms
• Provide guidance on any additional product lines
• Follow up with insureds on company requirements, reinstatements, new business quoting
• Work closely with underwriters at various companies
• Process invoices and methods of payment for clients
• Take First Claim reports and provide status updates

For additional information or to obtain a resume on this Insurance Professional...

Contact Fred Gorman at 1-631-588-4200 Between 8AM & 9PM or Email Fred@GormanPersonnel.com

Or Terry Sanders day or evening call -516-496-4573 or email arielpc@optonline.net