PATTI ST CLAIR

Efficiency-Driven Professional Who Positively Impacts Profitability & Delivers Comprehensive Customer Service to Personal & Commercial Lines Customers

• State Farm Insurance, Concord, NC, Sales Agent, 05/01/24, Current, New business sales producer for personal and commercial lines in P&C, Life and Health. Book of business over 40 years with a $1,000,000 writing limit. Business retention, renewals, billing, claims, forms, service, field underwriting, transfers, mail, bank deposits and public interface in an office setting.
• Assurance IQ, Remote, NC, Independent Sales Agent, 01/01/24, 05/01/24
• Marsh McLennan Insurance, Remote, NC, Account Manager, Commercial Lines, 04/01/23, 12/01/23, Partnered with account executives, retaining and generating new business by leveraging strategic information and managing contract reviews and midterm changes. Delivered advice and assistance requiring technical and industry knowledge as well as client services to meet client needs and resolve any rising issues. Oversaw preparation for renewal and new business presentations. Analyzed utilization reports, carrier reports, and claims data/trends.
• American Collectors' Insurance, Remote, NC, Underwriter, Personal Lines, 01/01/23, 04/01/23, Compiled insurance, wrote endorsements, and renewed policies for classic and antique vehicle during mid-policy term. Rendered quick and informed decisions on writing/binding/endorsing/renewing policies while balancing customers' needs with the companies' strict carrier requirements for successful new business and repeat renewals.
• TTEC Holdings Inc / USAA, Remote, NC, Account Manager / Field Underwriter, 11/01/21, 01/01/23, Mobilized member care for billing and insurance needs for fast-growing technology and services company. Harmonized cross-selling for various product lines across auto, home, rental, and Voluntary Protection Programs (VPP). Networked with firms/agencies throughout the U.S. and with customers to grow customer loyalty. Developed sales tools, prioritizing activity based on opportunity. Spearheaded marketing strategy and producer training while planning/designing case management and offering a suite of insurance products and comprehensive training that invigorated selling efforts.
• Child Support Enforcement - Mecklenburg County, Charlotte, NC, Case Manager, 06/01/12, 11/01/21, Triaged 800 to 1000 child support cases from inception to emancipation, modifying cases and enforcing cases via court. Located non-custodial parents, establishing and enforcing orders. Re-directed clerks of court orders as well as other county referral orders. Attended court processes for maintaining orders and re-opening/closing cases as appropriate.
• Child Support Enforcement - Mecklenburg County, Charlotte, NC, Administrative Assistant, 06/01/11, 06/01/12, Coordinated front desk support, led telephonic court hearings, and enabled internal/external communication. Utilized ACTS software, managing appointments, notations, court dates, support orders, tax intercept petitions, court orders, and pay histories for agents.
• WH Meanor & Associates, Charlotte, NC, Executive Recruiter & Researcher, 09/01/06, 01/01/09, Prospected, networked, and built working relationships with team to research and source the best/most qualified engineering talent available with the help of unique top-of-the-line technology systems. Directed office operations and served as the primary point of contact for clientele. Oversaw networking, generating business growth as the link between candidates and the company, navigating current job openings, vetting and choosing well-suited candidates to push forward, and monitoring the marketplace for new talent.

• Piedmont Behavioral Health Care, Concord, NC, Public Relations Administrative Assistant
• Duke Energy Corporation, Charlotte, NC, Customer Service Representative
• Truliant Federal Credit Union Auto Buying Service, Winston-Salem, NC, Sales Consultant
• Orthopedic Specialists of North Carolina, Winston-Salem, NC, Assistant Office Manager
• Forsyth Cardiology, Winston-Salem, NC, Medical Reception