Customer Service & Operations Professional in Insurance

Served as a primary point of contact for agencies, responding to policy questions, documentation requests, and routine service inquiries. Supported underwriters by processing policy changes, cancellations, reissues, and endorsements accurately and within service timelines. Verified application and policy data for accuracy and regulatory compliance, reducing service follow-ups and rework. Communicated clearly with internal teams and external partners to resolve issues and support timely policy issuance.

Provided daily service support to brokers and underwriting teams by entering policy transactions and responding to documentation requests. Generated and issued accurate policy documents, ensuring compliance with regulatory and contractual requirements. Assisted brokers with premium payments, wire transfers, and payment allocation questions. Maintained complete electronic policy files to support efficient service responses. Collaborated with underwriting, compliance, and operations teams to resolve service-related issues.

Delivered responsive customer service to brokers and underwriters supporting construction policies ranging from $5K to $1M+ in premium. Processed binders, endorsements, audits, renewals, and midterm service requests within established service-level agreements. Acted as a trusted liaison across multiple territories, ensuring timely resolution of inquiries. Worked proactively with underwriters to anticipate service needs for new and renewal accounts.

Responded to underwriter and broker inquiries regarding submission status and clearance decisions. Reviewed submissions for completeness and accuracy prior to underwriting review.

Delivered end-to-end client service throughout the buying and selling process, advising clients on pricing, market conditions, and transaction steps. Built lasting client relationships through responsiveness, trust, and clear communication.

Served as the primary service contact for approximately 100 client accounts and multiple brokers. Managed day-to-day policy servicing including invoicing, endorsements, renewals, and carrier communication. Responded to client and agent inquiries promptly while maintaining accuracy across a large book of business.