I have experience in the insurance industry, I have developed a strong skill set in handling both Personal and Commercial lines policies.
This experience has provided me with a deep understanding of the insurance landscape in the US market and the ability to effectively communicate and meet the needs of clients from diverse backgrounds.
I am proficient in working with various CRM systems specifically designed for insurance, including Applied epic, QQ catalyst, and AMS 360. These platforms have allowed me to streamline processes and efficiently manage customer information, policies, and claims.
Skills Set:
Able to learn quickly, demonstrate flexibility and persistence.
Dependable, analytical and hardworking.
Can work well both independently and as a team.
Great attention to details.
Ability to resolve minor problems quickly and effectively.
Total Years of Working Experience: 1 year
Insurance: 1 year
Underwriting: 1 year
Work related experience:
Assessing and managing risk for quoting process
Insurance Policy Servicing
Processing Commercial and Personal Policies
Quoting/Remarketing
Submission/Filling up Application forms
Policy Change/Endorsement
Downloading documents like Policy Dec page, Agency Commission Statements, Invoices and Notice of Cancellation in Carrier's Website.
Proficient in using CRMs such as:
AMS360
Google Suite
Microsoft Office Apps
PDF Editors
