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Skills

  • Collaboration with underwriting and claims teams
  • Deadline-Oriented Project Management
  • Knowledge of insurance regulations and compliance
  • Improving team processing efficiency
  • Team management
  • Problem resolution
  • Project organization
  • Client Communication and Support
  • Meeting underwriting standards
  • Customer satisfaction improvement measures

Work Experiences

  • Saved $10 by putting in place cost-cutting measures that addressed long-standing issues.
  • Existing policies were modified, updated, and processed by me.
  • Communicated with clients, distributed mail, and scanned documents as part of my administrative duties.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Conducted detailed compliance audits of 2 policies.
  • Assisted in the onboarding process for new policyholders.
  • Achieved results within 2016.
  • Achieved Outstanding Service Award for excellent customer service.
  • Accelerated claims resolution times.
  • Contributed to the rollout of updated policy software.

Summaries

  • Dedicated Insurance Clerk with strong math and communication skills.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the method business.
  • Excellent clerical, mathematical, and interpersonal skills.
  • Achieved a 25% improvement in customer satisfaction rates.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Excellent interpersonal skills with a track record of successfully interpreting and explaining method insurance policy details to customers.
  • Excellent communication and computer skills, as well as a thorough understanding of process insurance policies.
  • Achieved faster processing times.
  • Selling over 18 policies weekly and maintaining excellent relationships with customers and coworkers are two of my strongest skills.
  • Insurance Assistant with 8 years of experience, dedicated to providing personalized, courteous service.

Accomplishments

  • Worked closely with claims adjusters to resolve high-value claims, decreasing average processing time by 8 days.
  • Managed updates to 7 insurance policies, ensuring full regulatory compliance for Seattle insurance laws and standards.
  • Resolved 10 client inquiries per week, leading to a 60% increase in customer satisfaction.
  • Supported the claims department by training new staff on Workday system, improving team efficiency by 59%.
  • Streamlined data entry processes, helping reduce input errors on insurance documentation by 43% over 2022.
  • Led a cross-departmental effort to update and modernize company’s digital records, improving document retrieval speed by 49%.
  • Reconciled customer billing queries and issues, reducing outstanding disputes by 38% within 2016.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Supported client engagement through personalized communication strategies, contributing to 30% increase in renewals.
  • Established a conflict resolution process that reduced disputes between policyholders and company staff by 82%.

Affiliations

  • Rotary International
  • Society of Human Resource Management
  • American Society of Safety Professionals
  • National Association of Health Underwriters (NAHU)
  • Society of Women Engineers
  • Confederation of Insurance Agents & Brokers
  • Associate in Risk Management (ARM) Certification
  • Risk and Insurance Management Society (RIMS)
  • Designation of Certified Insurance Service Representative (CISR)
  • American Risk and Insurance Association (ARIA)

Certifications

  • Certified Insurance Wholesaler (CIW) from The National Alliance
  • Certified Public Accountant (CPA)
  • Associate, Life Management Institute (ALMI) Certification from LOMA
  • CompTIA Security+
  • Certified Professional Insurance Agent (CPIA) designation from the American Insurance Marketing & Sales Society
  • Microsoft Certified Systems Engineer (MCSE)
  • Society of Insurance Licensing Administrators (SILA) Certification
  • Associate in Reinsurance (ARe) Certification from The Institutes
  • Compliance and Risk Management Certification from the Professional Insurance Agents (PIA)
  • Property and Casualty Insurance License from process

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