Summary
Overview
Work History
Education
Skills
Timeline
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Magan Dowdy

Winston-Salem,NC

Summary

Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.

Overview

7
7
years of professional experience

Work History

Personal Lines Account Manager

Wilson Insurance Services
11.2024 - Current
  • Managed a portfolio of personal insurance accounts , providing customized coverage solutions to meet client needs.
  • Developed and implemented promotional strategies to increase customer base.
  • Met with customers to provide information about available products and policies.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Utilized CRM software to manage client relationships.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Identified potential risks in client businesses and recommended appropriate insurance coverage.

Quality Assurance Analyst

National General Insurance
01.2021 - 11.2024
  • Prepares test plans and scenarios for usability testing, executes test scenarios, approves project implementation and verifies the production output upon implementation
  • Verifies the accuracy of new states and products, rate revisions, projects, and production problem corrections to ensure a quality product.
  • Formulates the test strategy for testing through analysis of system requirements.
  • Works closely with the Business team to review requirements and ensure a comprehensive test plan.
  • Maintains familiarity with required vendor service reports per policy transaction, line of business and product, utilizing vendor test bed data to ensure accuracy of expected results in UAT analysis.
  • Provides automated testing of various insurance products.
  • Supported company in maintaining work environment focused on quality, communication, collaboration, integration, and teamwork.
  • Mentored and coached team members on QA topics and strategies.

Insurance Service Representative

National General Insurance
11.2018 - 01.2021
  • Fielded incoming phone calls up to 70 per day.
  • Created relationships with customers and agents.
  • Processed payments
  • Worked directly with customers and insurance agents processing policy changes.
  • Assist agent with product information, processing changes, quotes, and more.
  • Meet or exceed call quality metrics
  • Provide agents with back-office support.
  • Extensive knowledge of all personal and commercial lines, including but not limited to PPA, HO, Flood, EQ, and personal/commercial Farm Products across all 50 states.
  • Presented underwriting guidelines to licensed agents.

Education

Associates Degree - Science

Forsyth Technical Community College
Winston-Salem, NC
05.2023

Skills

  • Customer Service
  • Underwriting
  • Financial acumen
  • Policy administration
  • User Acceptance Testing
  • Property and Casualty Insurance
  • Leads prospecting
  • Software quality assurance
  • Policy writing
  • Client assessment

Timeline

Personal Lines Account Manager

Wilson Insurance Services
11.2024 - Current

Quality Assurance Analyst

National General Insurance
01.2021 - 11.2024

Insurance Service Representative

National General Insurance
11.2018 - 01.2021

Associates Degree - Science

Forsyth Technical Community College

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Magan Dowdy