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Click here or scroll down to respond to this candidateCandidate's Name
Street Address N. Sherman StreetLaGrange, IN Street Address
(Mobile) PHONE NUMBER AVAILABLEOBJECTIVE:To be of service: to my clients, to my employer and to my fellow co-workers. EXPERIENCE:April 2019 Present I Am My Own Me LLC416 N. Sherman StreetLaGrange, IN 46761*Started my own business as a Life Coach- A Wellness Program for Your Personal Development.- Self-Care at work.- Emotional Management.- Building Self Confidence and Self-Worth.- Self-Awareness through Self Leadership.- Self-Development through Personal Mastery.- Building a Healthy Mentality by Resetting your Mindset.- A Wellness Journey of Personal Growth and Personal Well Being. September 24, 1995 Present The David AgencyContact Person: 18W140 Butterfield Rd. Suite 100Lori Bowman (Personal Lines Manager) Oakbrook Terrace, IL 60181 1-630-592-5378 1-630-516-9000Account Technician/Processor*In the past 29 years with the agency I have done everything from- Answering the phones- Processing/data entry- Running mvr and clue reports- Quoting- Certificates of insurance- Transacting (billing)- Heavy customer service- Sales- Home closings- Cold calling- Renewal reviews- Account rounding- Strategic planning- Special projects- Book rolls- Having my own book of business*For the last 20 years I have been working from home with- Fax Advantage- Google Chrome- Ivans Download- Microsoft Edge- Microsoft Excel- Microsoft Outlook- Microsoft Word- Tam thru Applied Management Systems- Windows*As the Agency Processor I am responsible for- Running and processing the daily Communication Log.- Commissions in Suspense.- Claims in Suspense.- Policies in Suspense.- E-Docs in Suspense.- Checking company websites for claims, late pays, reinstatements, and other alerts and documents.- Printing and attaching new business declaration pages- Transacting/billing all direct bill commission statements for our personal lines and commercial lines department.- Transacting/billing all agency bill items for personal lines.- Attaching and processing daily mail for all personal lines accounts and all small business commercial lines accounts.- Attaching and processing all cancels, claims, late pays, renewals, new business, rewrite business, reinstatements for all of our personal lines accounts and all of our small business commercial lines accounts.- Confirming all endorsements have been received and processed correctly for all our personal lines accounts and all small business commercial lines accounts.- Running monthly expiration reports of all expired personal lines policies over 6 months, so that I can save the apps to history and remove the old cancelled/expired policies.- Run daily expiration reports of any policies with premium to confirm if they have renewed or expired, and then process them accordingly.- Attach and process faxes for all personal lines accounts and all small business commercial lines accounts.- Review the full client file for every new/rewrite business to make sure the client contact list is complete, and that the client detail screen has the proper address, heading, occupation, home telephone number, work telephone number, and email address.- Responsible for book rolls.- Monitor and implement agency procedures daily. This is done to maintain a complete and accurate client file.*I have worked with over 750 different insurance companies with the agency over the last 29 years.Below is a list of some of the companies that I have been familiar with, which includes their company websites, document retrieval and daily alerts processing.- Ace- Acuity- Affirmative- Aig- Allied- American Ambassador- American Collectors- American Modern- Andover- Assurant- Badger- Berkley- Blue Cross/Blue Shield- Chubb- Central Insurance- Condon and Skelly- Constitutional Casualty- Discover Property and Casualty- Economy Fire and Casualty- EMC- Encompass- Essex Insurance- Fidelity Insurance- Firemans Fund- Foremost- Fortis- Founders Insurance- G.A. Mavon- General Casualty- Grange Insurance- GMAC Insurance- Gowrie- Guardian Life- Hagerty- Hallmark Insurance- Hanover- Hartford- Harleysville- Hudson Specialty Insurance- Humana- Illinois Fair Plan- Illinois Founders- Indiana Insurance- James River Insurance Company- K & K Insurance- Kansas City Life- Lexington Insurance- Liberty Mutual- Mass Mutual- Mercury Insurance- Met Property and Casualty- Mid America- Milwaukee Insurance- National General- National Flood Program- Nationwide- NCCI- New York Life- Old Line Life- Ohio Casualty- Openly- Pacific Life- Pekin- Personal Umbrella.com (which used to be Navigator Insurance)- Progressive- QBE- RLI- Safeco- Safeway- Seneca- Society Insurance- St. Paul Insurance- Standard Mutual- Technology Insurance- Texas Mutual- Travelers- Travelers Flood- Unicare- United Healthcare- Utica- Vesta Fire Insurance- Voyager Indemnity Insurance- Wesco Insurance- West Bend- Wright National Flood- Zenith Insurance- ZurichACCOMPLISHMENTS:- Property and Casualty License June 1997- CISR Designation September 1999- Life and Health License April 2000- Employee of the Month February 2001- 5 Years of CISR Excellence 2004- 10 Years of CISR Excellence 2009- Indiana Producer License December 2009- Medical Billing and Coding 2018- Certified Life Coach 2019- Certified Counseling Practitioner 2020- Certified NLP Practitioner 2023GOALS:- Give more to my employer than I receive.- Always remember I have more to learn.- I love the work I do, and I want to continue to love what I do.- Make a daily difference, by the work I do, and by being of help and service to others. |
