favorite this post Talent Acquisition Coordinator, Insurance Agent, Real Estate Administr hide this posting unhide

Computer Systems Skills: The Agency Manager, AMS360, Special Agent, Collaborative Edge Software, Win Rater quoting software, Microsoft word,some Excel, ET file barcode scanning, direct email scanning, UPS and Fed Express shipping software, web order screens.

Summary of Qualifications:

Customer Retention/Problem solving.
Ability to work as a team player or independently.
Communicate and follow-up effectively.
Take on new tasks as needed with positive attitude.
Willing and able to learn new procedures and systems.
Basic knowledge of French and German.

Chas F. Hartshorne Insurance Agency, Wakefield, MA- October 2017 to December 2017 -- Merger to:
Hartshorne and Curley Insurance Agency, Wakefield, MA December 2017 to May 2018

Barry & McHugh Insurance Agency, Inc. Winchester, MA April 2017 to October 2017

Soderberg Insurance Services, Lynnfield, MA Dec. 4, 2006 to January 2017
Customer Service Representative
Walk-in customers, problem solving, achieved customer retention by analyzing policies, applying credits, updating MSB cost estimators.
Shopped other carriers with greater discounts and credits resulting in great customer satisfaction. Quoting home and auto with bang for your buck, process RMV1 transactions, RMV3's,registry paperwork.
Quickly arrive to the root of the problem with fast resolve.
Binders, process auto and homeowner's renewals
Win Rater insurance policy quoting software for home, auto, dwelling fire, umbrella, and flood.
Replacement cost estimators to be sure home insured to value or not over insured.
Facebook testimonial: Alex Hasham reviewed Soderberg Insurance/Joan Dillon -- 5 star
I have used Soderberg Insurance Broker Agency for over 20 years. Not only do I always receive outstanding customer service, their ability to provide valuable and cost saving services is bar-none. Recently I worked with Joni who not only completed a deep dive on my insurance policies but was able to save me a substantial amount of money with competitive offerings. A true retention ability and I am happy to have them on my side!

Cape Ann Insurance Agency-Gloucester, MA. Aug 2005 to March 2006
Customer Service Representative - Full Service Insurance Agency
Service high traffic walk-in customers, process new business applications in a timely manner.
Review policies to review for credits, look to save money on premiums. Resolve billing issues.
Issue plates and registration renewals,
Take claims over the phone and process to appropriate Insurance Company

Dadgar Insurance Agency, Woburn, MA Feb. 2005 to June 2005
Commercial Lines Underwriting Assistant
Process endorsements, audits for Commercial lines, Issue Certificates of Insurance,
Call/email/memo to customers regarding "recommendations" of compliance to Insurance Carriers.

Century 21 DeAN Group-Real Estate, North Andover, MA Nov. 2004 - Dec. 2004
Real Estate Administrative Assistant - Short Term Temporary Position
Process purchase and sales documents.,
Calculate sales commissions,
Line up showings for properties for residential and rentals and condominiums,
Computer System used was specialized computer system to meet the needs of the real estate industry, MLS system

Lambers CPA Review-North Andover, MA Sept. 2000 - Oct. 2003
Sales Assistant-Reporting directly to owner of company
Explain the materials and take phone orders from potential CPA students worldwide,
Shipping orders and mail,
Send out sample tapes and demos along with sample literature,
Duplication of CD Roms, and DVD's
Took credit card payments and authorized via the web

Insurance Staffing Group, Lynnfield, MA-
Temporary and permanent placements made in Western Massachusetts, Connecticut, New Jersey and New York from office administration to CEO.

Stafford Technologies, Windham, NH-Placements made for Crystal and Brio programs.

Kelly Services, Inc. North Andover, MA-Temporary placement for light industrial and office administration.

Education: Bachelor of Science Degree, Salem State College, Major in Geography with a minor in Travel and Tourism.
  • it's ok to contact this poster if you are a potential employer or other principal. Principals only. Recruiters, please don't contact this job poster.
  • do NOT contact me with unsolicited services or offers

post id: 6667160862


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