Danielle Steljes, CIC

Experience

• 

  Sally Brooks Insurance and Financial Services INC.

  Jun 2011 - Nov 2017

  Customer Service Specialist

  As a customer service specialist I assist all levels of service-related issues including customer complaints and help retain customers. I comprehensively look into policies to analyze how to update or correct policies to become more accurate and research policies and accounts in detail to determine the cause of premium changes. While in this role I obtained my North Carolina Property and Casualty insurance license and became bank certified. When I obtained my bank certification I was able to originate (purchases and refinances) vehicle loan applications. During the course of a month I was able to originate the target volume for the entire agency’s promotion. Show less

• 

  Vannoy Fraser Fir Farm

  Dec 2014 - Dec 2016

  Wreath and Sales Representative

  As a seasonal wreath and sales representative I am responsible for hand making Fraser fir wreaths with the trimmings from the trees. I welcome all customers and assist the customers in finding the perfect Christmas tree by the size, shape and fullness.

• 

  State Farm Insurance Corporate South

  May 2017 - Aug 2017

  Bank Analytical Intern

  As a bank analytical intern I am supportive of remediation for internal and regulatory findings and other policy deviations. I have maintained, tracked and monitored artifact repositories and other libraries associated with department governance. Another responsibility, I have provided assistance with bank compliance risk change reviews (CRCR) and maintained stakeholder lists and schedules to review in weekly meetings. I am responsible for researching and evaluating emerging data to create key performance indicators (KPI) reports. I have created templates and other documentation within Information Technology (IT) Risk Management. To complete this work I utilized these applications: Archer, Microsoft SharePoint, OneNote, Excel and other proprietary systems. I have performed testing controls to detect and mitigate risk during annual reviews. Specifically, I was tasked to complete testing for thirteen business areas. Show less

• 

  State Farm Insurance

  Dec 2017 - Dec 2018

  Claims Specialist- WCCS Local, Weather & Cat. Proximity

  As a fire claims specialist I am responsible for handling insurance claims for Fire Company filed by policyholders. Plans and schedules investigations needed to process claim, interviews claimant, and investigates claims while providing remarkable customer service.Primary Duties Include:-Investigate and process insurance claims filed by policyholders efficiently and effectively.-Interview claimants to gather necessary information.-Handle and process all weather related fire claims, including residential and commercial properties.-Handle property claims involving damage to buildings and structures, such as hail or wind damages to roofs, wind blown fences or interior damages related to the damages caused by weather.-Inspect property damage to determine extent of damages.-Verify that coverage applies through an insurance policy.-Evaluate damages to establish compensation amount.- Take and examine photographs.-Evaluate all information to determine how claim should be handled.-Settle claim with claimant. -Issue payout amounts for covered policy damages. Show less

• 

  Enterprise Rent-A-Car

  May 2019 - Apr 2020

  Management Trainee

  • Assists with providing excellent customer service to customers throughout the entire rental car process• Educates customers on Enterprise protection products available for purchase• Delivers rental vehicles to our business partners • Assists with returning rental vehicles, ensuring vehicles are clean, ready and safe for the next customer• Assists with backend business work which includes: overdue vehicles, missing vehicles, updating deposits held down for extending reservations, damaged vehicle claims, moving vehicles to the body shop for repairs, follows up with insurance companies and business accounts for payments on directly billed contracts Show less

• 

  Selective Insurance

  May 2020 - now

  • Supportive of the renewal and new business underwriters by processing any endorsement requests received• Assists with monitoring the endorsement mailbox and issues endorsements on all types of policies within my authority• Handles the residential limitation exclusion renewals rating and issuing for the Southwest Region• Handles the conditional error renewal policies under $10,000 for the Southwest Region• Assigns pre-renewal policies to the designated underwriter to set auto renewals in the system• Handles billing adjustments on new business policies• Assists renewal underwriters with driver schedules for their renewal policies Show less

  • Underwriter

    Sept 2021 - now

  • Underwriting Technical Assistant

    May 2020 - Sept 2021