Annie Ames

Experience

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  CSAA Insurance Group, a AAA Insurer

  Oct 1999 - Nov 2006

  Insurance Specialist

  Effectively handled more than 70 auto insurance customer service calls per day in call center environment. Completed most membership sales in contests. Promoted to Team Lead and assisted managers with supervising team. Worked in Quality Assurance monitoring calls for accuracy and excellent service and provided feedback to employees. Answered customer and employee calls on Help Desk to assist with processes and escalations.

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  IntelliQuote

  Jul 2007 - Nov 2018

  Case Manager

  Completed insurance applications by phone and explained approval process to customers. Manage up to 200 cases and communicated with insurance companies and customers by phone and email to obtain requirements for underwriting. Used critical thinking to solve problems and expedite approvals. Trained new employees and completed testing to assist the IT department with new processes and software. Assisted Supervisor with escalations and communication with vendors and insurance companies. Have placed over 10,000 life policies. Show less

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  Partners Advantage Insurance Services, LLC

  Jan 2019 - May 2021

  Contracting and Licensing Specialist

  Contract Life and Health Agents with top Insurance Carriers. Receive and process requests for agent contracting from internal and external sources. Communicate with carriers and agents on status of contract requests by phone and email to expedite processing. Obtain all documents to complete the process and make sure they are in good order including application, continuing education documentation and, licenses. Document all systems with agent hierarchies, commission levels, contact information and attachments using Surancebay (Sure LC), Sales Force, and Agency Integrator, and Excel. Show less

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  EHealth, Inc.

  May 2021 - now

  Account Manager, Small Business