Experienced in building long-lasting relationships with sales team members, customers and underwriters. Good communication, organizational and critical thinking skills.
Overview
15
15
years of professional experience
Work History
Middle Market Underwriting Technician
Hanover Insurance Group
11.2022 - Current
Collaborated with the underwriting team to develop strategies for improved risk management and loss prevention.
Maintained compliance with industry regulations and company guidelines in all underwriting activities.
Participated in ongoing training sessions to stay current on industry trends, best practices, and regulatory changes.
Collaborated with brokers and agents to gather necessary documentation for accurate risk evaluation.
Managed a diverse caseload of applications, ensuring thorough evaluation and timely completion of each case.
Personal Lines Account Manager
Realy Insurance & Associates
10.2016 - 11.2022
Oversaw all activities and transactions within personal lines department
Provided advice and counsel on personal lines matters
Serviced accounts on regular basis to maintain and increase revenue
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
Stayed in contact with carriers, underwriters and marketing personnel
Office Representative
State Farm
09.2014 - 10.2016
Take phone calls from client and properly direct them
Give quotes for fire and auto to clients
Walk through insurance benefits with clients
Responsible for calling and contacting clients who have past due accounts
Help clients find the best possible product that fits them and their needs
Customer Service Representative
WEA Trust
01.2011 - 01.2014
Take phone calls from members and providers
Find claims that were processed incorrectly and have them reprocessed correctly
Accurately document every one of my phone calls
Accurately give medical benefits to members and providers
Write letters to members/providers about denials of services using policy language
Call providers and work out solutions to make the member happy about the bill they have to pay
Billing Specialist Assistant
Belville-Fletcher Chiropractic
09.2009 - 09.2011
Prepare and submit clean claims to various insurance companies
Process payments from insurance companies; emphasis Medicare and Medicaid
Maintain strictest confidentiality; adhere to all HIPAA guidelines/regulations
Education
Some College -
Madison Area Technical College
Madison, WI
Diploma -
Oshkosh West High School
Skills
Persuasive Negotiations
Underwriter Collaboration
Conflict Resolution Techniques
Policy Renewals
Excellent Personal Service
Timeline
Middle Market Underwriting Technician
Hanover Insurance Group
11.2022 - Current
Personal Lines Account Manager
Realy Insurance & Associates
10.2016 - 11.2022
Office Representative
State Farm
09.2014 - 10.2016
Customer Service Representative
WEA Trust
01.2011 - 01.2014
Billing Specialist Assistant
Belville-Fletcher Chiropractic
09.2009 - 09.2011
Some College -
Madison Area Technical College
Diploma -
Oshkosh West High School
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