Adaptable Customer Focused Insurance Professional
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Adaptable team player with deep understanding of industry principles and seven years of combined industry experience. Seeking a successful organized company to join with opportunities for growth and engagement.
Miller Carlisle Insurance- January 2026-Present
Conduct account review conversations with insureds to identify any potential concerns with current coverages and if identified find a way to resolve those issues by either updating the current policy or remarketing the account to a different carrier.
Identify cross sale opportunities.
Act as the first point of contact for clients between and the carrier. Help to manage the customer relationship and expectations between both parties.
Process endorsements and help to resolve billing issues. Process and generate necessary documentation requests such as EOI, Invoicing, cancellations, binders, etc.
Assist with policy audits and inspection recommendations.
Members 1st Insurance Services January 2025-January 2026
Identify new insurance opportunities (Cross Selling and remarkets)
Collaborate with colleagues and provide training when necessary.
Provide accurate quotes and supplemental information.
Develop relationships with clients and prospective clients. Also continuing to foster and grow carrier relationships as well.
Served as the main point of contact for all client inquiries and issue resolution.
Managed a high-volume workload while maintaining attention to detail and meeting tight deadlines
Pa Insurance Producer License in Property/Casualty as well as Life, Accident and Health.
