Heather Bischof
Apex
Summary
CPSR 440 Licensed as an Underwriting Assistant & Customer Service Representative, with more than 17 combined years of working with MGA's in commercial insurance and assisting new and existing customers with products and services in the customer service field that have strengthened new and existing business initiatives for organizations such as Southern Cross Underwriters and Verizon Inc./Alltel.
Overview
31
31
years of professional experience
Work History
Personal Lines Insurance Agent
Woomer Insurance
Apex
03.2023 - Current
- Consulted clients on personal insurance needs and coverage options.
- Processed policy applications and renewals efficiently and accurately.
- Built strong relationships with clients to enhance customer satisfaction.
Customer Service/ Office Administration
International Epoxies and Sealers, Inc.
San Antonio
01.2015 - 09.2022
- Company Overview: (U.S. Manufacturer of Adhesives, Sealants, Foams, Coating and Specialty Product)
- Answer phones promptly and respond to customer requests to provide superior customer service and satisfaction.
- Process sales order via email, fax or over the phone.
- Apply credit card payments to invoices.
- Process freight account receivables for accounts payable.
- Arrange and process all overseas paperwork for shipments.
- Process and distribute all invoices to clients.
- (U.S. Manufacturer of Adhesives, Sealants, Foams, Coating and Specialty Product)
Underwriting Assistant
Southern Cross Underwriters
Tampa
06.2005 - 01.2015
- Company Overview: (An MGA division of CRC Insurance, a leading wholesale broker)
- Assisted 7 underwriters with processing and amending policies per commercial client requests.
- Ordered inspections on policies and maintenance files as needed while handling brokerage correspondence and endorsement.
- Processed and calculated return premiums of cancellation policies.
- Handled incoming client calls and acted as liaison between insurance agencies and insurance companies.
- (An MGA division of CRC Insurance, a leading wholesale broker)
Alltel Sales Representative
Verizon/Alltel
Tampa
08.1995 - 06.2005
- Company Overview: (An American broadband, wireless and telecommunications company)
- Provided quality customer service with an in-depth knowledge of programming and configuring telecommunications products.
- Placed all orders for services, contracts and rate plans while ensuring sales and service issues are resolved.
- Implemented credit checks for new service.
- (An American broadband, wireless and telecommunications company)
Customer Service Representative
Verizon
Tampa
01.1995 - 01.2005
- Interacted with customers to provide answers to inquiries involving Verizon's products and services.
- Established new accounts and implement changes to existing accounts.
- Furnished and educated customer with updated information on new programs, products and services.
- Addressed and resolved customer problems and questions while interacting with numerous departments to resolve any issues on accounts.
- Reached daily quotas for selling, time management and call volume.
Skills
- Commercial Underwriting
- Proofing Inspections
- Customer Service
- Multi-Market Renewals
- Binding Accounts
- Order Processing
- Client Relationship with Retail Agents
- Implement Credit Checks
- Strong organizational skills
- Interpersonal skills
- Ability to work well under pressure
- Minimal supervision
- Windows XP
- Microsoft Word
- WordPerfect
- Excel
- Imageright
- AIM
- Expressnet
- Typing: 55 wpm
Areas Of Specialty
- Commercial Underwriting
- Proofing Inspections
- Customer Service
- Multi-Market Renewals
- Binding Accounts
- Order Processing
- Client Relationship with Retail Agents
- Implement Credit Checks
Benefit Statement
A detailed oriented Underwriting Assistant & Customer Service Representative with almost 7 years experience with MGA's in commercial insurance field plus 10 years experience in the customer service industry with the ability to thrive in a fast paced environment.
Professional Highlights
- Managed more than $1 million in client renewals while achieving 90% retention consistently.
- Established a customer satisfaction rating of 98% when most company representatives had a 90-92% customer satisfaction rating.
Timeline
Personal Lines Insurance Agent
Woomer Insurance
03.2023 - Current
Customer Service/ Office Administration
International Epoxies and Sealers, Inc.
01.2015 - 09.2022
Underwriting Assistant
Southern Cross Underwriters
06.2005 - 01.2015
Alltel Sales Representative
Verizon/Alltel
08.1995 - 06.2005
Customer Service Representative
Verizon
01.1995 - 01.2005