Premier Service Representative

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12/2021 Premier Service Representative @ NEA IVANTAGE BROKERAGE

● Service Exclusive Allstate agents by managing/retaining their book of
business
● Assist with admitted and non-admitted carriers/brokers collection of
data for the renewal policy process
● Services the existing policies including change requests, cancellation
requests, loss run requests, generating COI’s, etc.
● Manages multiple online systems and resources
● Documents essential information regarding telephone interaction
● Assist with agency bill (premium financing) and direct bill policies
● Collaborated with Premier Placement Specialist to assist agent with
market direction

11/2020 - 12/2021 Processing Support @ NEA IVANTAGE BROKERAGE

● Prioritized incoming emails from agents, carriers and third parties
● Processed change requests, cancellation requests, reinstatement
requests, certificates of insurance, renewals and undeliverable mail
● Clarified brokerage market direction based on risk characteristics
and information provided

4/2019 - 11/2020 Commercial Lines Senior Associate @ NEA IVANTAGE BROKERAGE

● Managed multiple online systems and resources
● Managed policies, and processed binder for agents
● Mentored new hire classes
● Increased retention by speaking with agents, highlighting the
features and benefits of Northeast brokerage products
● Resolved escalation calls for agents/staff
● Mentored team members to understand and apply basic process,
procedures, and guidelines
● Performed system documentation as it relates to service inquires
and follow-up on existing policies in force
● Clarified brokerage market direction based on risk characteristics
and information provided
● Initiated investigation of system problems

10/2017 - 4/2019 Allstate Business Insurance Agency Contact Center Associate @ ALLSTATE

● Analyzed routine/complex billing questions
● Provided navigation with market direction, classification and
coverages
● Collaborated with the Business Insurance Specialist sales leads
● Managed multiple online systems and resources
● Documented essential information regarding telephone interaction
● Analyzed information and business need to determine appropriate
resolution
● Initiated investigation of system problems
● Communicated essential information to agents and support staff
● Delegated request to appropriate areas and followed -up with agents
● Resolved escalation calls for agents/staff
● Processed reassignment of agent numbers
● Mentored new hire classes