Agency Associate
CurrentI began my adventure with PFIA as a New Business Associate, which comprised of keying insurance applications and guiding them through the underwriting journey or the missing-key-items experience. I also had the opportunity to wear multiple hats by training to cover the receptionist and I even received my first bout of Agency while the sole Agency Associate went on maternity leave!February 2021, I was offered the role of Claims Associate. I enjoy learning new things, so I hopped across the office and took to a more customer-and-agent facing role, answering helpful questions and processing the occasional heartbreaking claim. It was a more in-depth process that emphasized the importance of role I had in the New Business Department- any mistakes in applications adversely affect the claims process!In May 2021, I was offered the role of Agency Associate and I accepted it immediately. This role so far has proven to be the most challenging- I track sales data for over 200 agents and answer all of their questions about commissions, sales numbers, and their contracts among other things. I am a go-to for the six regional managers based around the country and assist the Senior Vice President, Executive Secretary with weekly and monthly tasks. I also found my love for Microsoft Excel in this role. It's been an enjoyable journey as I venture towards more complex roles and discover my own potential!