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Kimberly A. Thomas-Tague

LinkedIn Profile www.linkedin.com/in/thomasakimberly

Cheshire WA69LJ UK

 

PERSONAL STATEMENT

 

As a highly ambitious and motivated individual, I have a proven history of success and strong desire to exceed all expectations of my work. I have undertaken a variety of roles which have provided me a unique and transferable skill set which includes but is not limited to customer service, sales, client relationship building and technical skills.

 

WORK EXPERIENCE

 

Client Services Specialist – August 2012 to October 2012

HUB International – www.hubinternational.com

Phoenix, AZ, USA

 

As a Client Services Specialist, I was responsible for maintaining an assigned book of business with a mixture of “transactional” accounts and “High Net Worth” accounts generating more than $2,000 in total revenue per account.

Responsibilities:

 

  • Maintain 100% goal of account retention by regularly reviewing accounts for gaps in coverage or identify cost saving potential for the account holder in order to foster a continuing business relationship utilizing superior client service skills and demonstrating product knowledge.
  • Examine incoming policies for accuracy and submit to account holder with any changes in coverage or pricing fluctuations.
  • Employed necessary materials to ensure accuracy of work while maintaining HUB International business standards.

 

Insurance Services Administrator – September 2011 to August 2012

HUB International – www.hubinternational.com

Phoenix, AZ, USA

 

In the Insurance Services Administrator role, I was able to utilize past insurance processing and carrier experience to provide support to the Personal Lines department at HUB International in all aspects of transaction processing within HUB standards guidelines.

 

Responsibilities:

 

  • Submit account information to various insurance carriers for pricing while using insurance knowledge to reveal any incorrect information and identify any gaps in coverage or limits.
  • Participate in constant learning and educational opportunities with insurance carriers to share with colleagues.

 

Customer Service Representative – December 2009 to May 2011

Universal Insurance, LTD – www.univins.com

Phoenix, AZ, USA

 

As a Customer Service Representative (CSR), I employed my insurance experience to provide support to the Underwriting Programme Manager for renewal retention on expiring policies.

 

Responsibilities:

 

  • Contact existing customers regarding their expiring insurance coverage and discuss available savings, coverage options and possible changes in exposure to loss.
  • Contacted customers in cancellation status in an attempt to avoid cancellation due to non-payment of premium and work out payment options with customers to this end.
  • Worked closely with the Programme Underwriter in regaining or obtaining new accounts from prior customers and leads.
  • Created marketing materials for the insurance programme including dynamic presentations and flyers.

 

 

 

Agency Support Specialist – September 2008 to October 2009

Farmer-Leavitt Insurance Agency – www.farmer-leavitt.com

Phoenix, AZ, USA

 

In the Agency Support Specialist role, I brought my years of agency knowledge to provide support for nearly all facets of operation from onsite technical support, website planning, financial reporting and many other skills vital to supporting day-to-day operations function.

 

Responsibilities:

 

  • Assisted off-site IT in maintaining and backing up servers and setting up new employees with software and tools necessary to their success.
  • Worked to solve all on-site technical issues quickly and effectively; however, if not possible, worked as a liaison between staff and off-site IT to troubleshoot and resolve all issues in a timely manner.
  • Accumulated financial data from all insurance carriers and provided reports to management in order to calculate contingency and total year-to-date revenues with each carrier.
  • Worked with volunteer committee charged with the planning of the agency’s first website and communicated the committees input to Leavitt Group Marketing to create a website offering insurance information and information about the organization. Further provided analytics to the committee demonstrating areas of improvement.
  • Closely worked with Leavitt Group Marketing to institute the Leavitt Group’s foray into email marketing and provided critical research on the SPAM Act to assist in preventing the legal ramifications of unsolicited email marketing.

 

Personal Lines Customer Service Representative (CSR) – February 2007 to September 2008

Farmer-Leavitt Insurance Agency – www.farmer-leavitt.com

Phoenix, AZ, USA

 

As a Personal Line CSR, I was responsible for maintaining an assigned book of business as well as service all new business for the agency’s sole High Net Worth Sales Executive.

 

Responsibilities:

 

  • Regularly review accounts for gaps in coverage or identify cost saving potential for the account holder in order to foster a continuing business relationship utilizing superior client service skills and demonstrating product knowledge.
  • Examine incoming policies for accuracy and submit to account holder with any changes in coverage or pricing fluctuations.
  • Worked closely with the agency’s sole Personal Lines Sales Executive on presentations to large accounts, submit new business to insurance carriers and provide day-to-day servicing to her clients.

 

Personal Lines Processor – January 2006 to February 2007

Farmer-Leavitt Insurance Agency – www.farmer-leavitt.com

Phoenix, AZ, USA

 

While working in Personal Lines Processing, I provided sales support, worked on special projects essential to the success of the department, processed incoming mail and submitted endorsements to insurance carriers employing various methods of transmission.

 

Responsibilities:

 

  • Created marketing lists and corresponded by mail with customers to gauge servicing and product satisfaction as well as gather important marketing information for the completion of underwriting files and to discover cost savings.
  • Reviewed and processed incoming notices of policy cancellation and reinstatement, keyed this data into the system and provided the information to the account manager.
  • Submit account information to various insurance carriers for pricing while using insurance knowledge to reveal any incorrect information and identify any gaps in coverage or limits.
  • Participate in constant learning and educational opportunities with insurance carriers to share with colleagues.

 

 

 

Receptionist – September 2004 to January 2006

Farmer-Leavitt Insurance Agency – www.farmer-leavitt.com

Phoenix, AZ, USA

 

As a Receptionist, I cheerfully greeted incoming customers and business associates whilst answering busy multi-lined telephones and completing a wide variety of additional functions.

 

Responsibilities:

 

  • Opened and distributed mail to the office teams based on a review of the content of each mail item.
  • Assisted Commercial Lines department in the follow-up of ongoing claims and providing details as to the nature of the claim’s status.
  • Assigned daily downloads to the agency management database and advised account managers of any discrepancies in data entry to ensure correct download assignment.

 

 

EDUCATION

           

Property & Casualty License Training Course – Big I of Arizona, Phoenix, AZ, USA ▪ 2006

Property & Casualty License Obtained

CISR Designation Obtained

 

 

PERSONAL INTERESTS

  • Website design and Programming (HTML, CSS)
  • Recreational Photography
  • Writing

 

 

REFERENCES

 

Professional references and letters of reference are available upon