DOC-65

OBJECTIVE: A quick learner, ability to problem solve, extremely reliable and organized seeks insurance opportunity 

SKILLS SUMMARY

• Customer service oriented with proven ability to work independently or as a team player
• Processed client and company requests, binders, schedules, certificates, billing, endorsements, etc.
• Outstanding analytical skills, good problem solver
• Skilled at communicating, multi-tasking and focused
• Capable of working in a fast-paced environment and completing assignments on time
• Consistently exceeds expectations
• Computer savvy, familiar with Applied EPIC & Tam system, and working with carrier webs

Account Specialist 

• Began my employment with Brokers Facilities in September 2019 Remco purchased them in January of 2020
• Assist underwriters with day to day underwriting support including, expediting requests, policy preparation, binders, endorsements, and certificates
• The position involves considerable certificate processing
• It does not involve quoting, billing or working with spread-sheets

Insurance Broker                                                                               

• Bound new coverage and renewed existing policies.
• Serviced commercial trucking accounts
• Developed and implemented insurance programs for clients
• Determined client’s market compatibility and pricing
• Corresponded and visited with clients and carriers to conduct business.
• Participated in new business presentations and produced new business
• Processed client and company requests, binders, schedules, certificates, billing, endorsements, audits, etc.
• Attended meetings to resolve insurance problems
• Checked and processed new lines, renewals, and endorsements.
• Collected premiums
• Versed in a variety of rating programs via internet
• Record client/insurance company transactions via Applied Tam