• Reviewed various insurance loans to review errors and correct them• Made outbound calls to insurance agents to verify current insurance• Researched various documents to verify the most current information was on file• Reviewed multiple reports and queues to verify all accounts were updated within the expected time frame• Worked high priority reports• Maintained a high production and quality rate

• Responsible for all incoming mail- sort documents and letters to appropriate locations• Scanning, faxing, emailing and entering in information regarding client documentation• Verify and sort outgoing mail• Upload files into the system• Assist customer service representatives with servicing client accounts• Special projects as needed

• Provide support and assistance to customers regarding: Products and services• Research misapplied payments, Process credit memos, Update purchase orders, address and name changes• Work with internal departments to assist in resolving disputes on the behalf of the customer• Verified validity of account discrepancies by obtaining pertinent information and investigating• Performs administrative and clerical duties, such as, typing, proofing, filing and assembling correspondence for customers

Uses sales and selling techniques to build value in the product tailored to the customer, overcome objections & works to solve prospect or policyholder problems to convert leads into sales, all while understanding the customer`s perspective and keeping things simple.Closes auto and homeowners sales from the largest and most complex Strategic Partnerships though leads generated by a variety of sources including direct marketing campaigns and warm transfers.Foster a positive and personal connection with the customer during each interaction.Gathers critical risk information from prospect or policyholder to ensure an appropriate premium for the risk is guaranteed, working directly with underwriters within Choice Platform carriers to assess risk of varying complexity.Counsels prospects and policyholders on coverages, limits, and regulations, in an understandable and actionable way whether through Liberty Mutual or another carrier using the Choice Platform.Develops customized quotes based upon acquired risk information and the individual needs of the customer in conjunction with the best fit for the carrier.Ability to swiftly navigate the Choice Platform of different carriers, know and understand the handling protocols with each carrier as well as the financial stability rating associated with each carrier.Enlists supervisory assistance with complex prospect or policyholder inquiries or concerns.