HONEY GRACE DIEGO

- Evaluated insurance applications to assess risk and determine coverage eligibility, adhering strictly to company underwriting guidelines. - Reviewed applicant documentation and rendered underwriting decisions based on established policies and procedures. - Processed invoices and binders, ensuring timely distribution of policy documents to agency partners. - Managed email correspondence, responding promptly to inquiries from agents and insurance companies. - Prioritized multiple accounts and deadlines while maintaining a high level of accuracy and attention to detail. - Provided accurate quote pricing for insurance policies.

- Managed email correspondence, prepared and distributed invoices and insurance binders to agency partners, and issued policy declarations and insurance policies. - Executed precise data entry and document filing procedures.

- Led a team of Customer Retention Representatives, ensuring the consistent achievement of all customer retention goals, managing hourly, daily, and monthly targets, and driving efficiencies and overall performance levels. - Coached and mentored a team of Customer Retention Representatives responsible for assessing customer situations prompting disconnects, resolving concerns, retaining customers, and delivering best-in-class service; identified top performers and those needing additional support for focused development. - Provided timely guidance, coaching, and constructive feedback to agents to strengthen specific knowledge areas and enhance skill improvement. - Cultivated people-management acumen by effectively guiding diverse learning styles; collaborated with the team to develop action plans for achieving monthly KPIs, focusing on retention, sales, and customer service experience.