Keisha Milon
Chicago
Summary
Adaptable professional with a quick-learning ability and a talent for adjusting to new environments. Skilled in rapidly acquiring new knowledge and applying it effectively. Driven by a passion for continuous learning and successfully navigating change.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Account Executive
Brown & Brown Insurance
Chicago
05.2014 - Current
- Prepares, processes, reviews and monitors Certificates of Insurance, Auto ID cards, Binders, Summaries of Insurance, audits, endorsements, renewal information request forms, insurance specifications, drafts of proposals
- Collect and analyze data, maintain records and databases, and preparespecialized reports using a variety of PC based software
- Invoicing/ Complete Premium Financing Agreement/Create Premium Allocations
- Issue Certificates & Auto ID cards
- Prepare Proposals
- Obtain Loss Runs & Flood Quotes
- Ensures policies follow coverages as quoted, proposed and bound
- Develop and maintain superior relationships with producers, brokers, and reinsurers
- Rate, quote, and bind risk based on acceptability, coverage, and pricing of middle and/or large or complex renewals and new business
- Prompt, accurate, and friendly customer service
Licensed Insurance Professional
State Farm Insurance
Chicago
05.2013 - 02.2014
- Establish client relationships and follow up with customers, as needed
- Prompt, accurate, and friendly customer service
- Provide service to include responding to inquiries regarding insurance availability, eligibility, coverage, policy changes, transfers, claim submissions, and billing clarification
- Create Auto ID cards, certificate of insurance, letter of experience, and evidence of insurance
- Maintain funding account daily
- Write up claims (Auto, Fire, Roadside)
- Communicate with customer via inbound and outbound calls and email
Customer Relationship Specialist
Allstate Insurance Company
Woodridge
09.2007 - 05.2013
- Provided an exceptional experience to customers in order to meet performance goals
- Reviewed and explained property and casualty claims daily
- Handled escalated customer calls and complaints
- Demonstrated a comprehensive understanding of specific company products in order to portray confidence and credibility to customers and assume ownership
- Met customer satisfaction and business performance goals
- Processed insurance transactions and prepared insurance forms/documents (identification cards, certificates, endorsements, schedule, etc.)
- Resolved policy investigations
Education
Associate of Applied Science -
University of Phoenix
Chicago, IL04-2014
Skills
- Oral & Written Communication
- Multitasking & Prioritizing
- Organizational, Planning, & Time Management
- Leadership & Team Building
- Proficient with Microsoft applications (Excel, Outlook, Word)
- Customer relationship management
- Premium financing
- Data analysis
- Risk assessment
Certification
- Property and Casualty License, 01/01/07, 01/01/27
- Notary Public, 08/01/17
Qualifications
Professional individual within various industries; unique blend of management, personal development, training, sales, and customer service skills. Passionate, driven, and goal-orientated professional with advanced skills in the following areas
Timeline
Account Executive
Brown & Brown Insurance
05.2014 - Current
Licensed Insurance Professional
State Farm Insurance
05.2013 - 02.2014
Customer Relationship Specialist
Allstate Insurance Company
09.2007 - 05.2013
Associate of Applied Science -
University of Phoenix