Joanne Porter, CISR Elite

Experience

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  Western Cable Inc

  May 1995 - Sept 2000

  Bookkeeper, Office Manager

  My previous job position required an excellent knowledge of accounting principles which included banking, the use of Quick Books, reconcilliation, payroll, Accounts Payable and Accounts Receivable.Duties included all aspects of the business:•Accurately computing and updating the bi-weekly payroll for a small company.•Wiring, depositing money, and credit card authorizations.•Skill in using personal computer.•Managing and tracking inventory for a rapidly growing company•Programming of the phone system with a laptop computer and recording of voice entries. •Sales, which includes being familiar with a variety of different promotions and qualifications. •Computer inputting, processing and submission of claims to the corporate office of Echostar for payment. •Litigation of commissions with Echostar Corporate•Responsible for interviewing and screening applicants for job positions. Responsible for providing policy and benefit and wage information.•Extensive knowledge of Internet & E-mail.•Greeting customers and visitors•Executing the UPS on Line Shipping.•Accounts Receivable and Payable•Handling schedules for trade shows. •Creating radio ads and newspaper ads. Show less

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  State Farm Insurance Boulder, CO

  Sept 2000 - Feb 2013

  Licensed Insurance Agent

  Worked in State Farm offices and Licensed in the State of Colorado to sell Auto, Property & Casualty, Life & Health. ADA Certified. I have also specialized in Commercial Insurance for 5 of these 12 years. Adept in quoting and submitting through the ABS system, UAX and ASE and documenting in ABS and Prospector Plus. Meet with clients submitting their applications online and explain eligibility and benefits of products they need.Strengths:•Greeting and accommodating clients•Proven communication & sales skills•Able to multi- task & extremely organized•Detail-oriented•Familiar with underwriting requirements•Maintains accurate records in management system•Process new business, renewals, endorsement to, invoices and updates•Excellent phone and customer service skills•Proficient in online applications and computer literacy•Familiar with scanning, faxing and MS Office, MS Outlook and MS Excel.•Taking payments, credit card authorizations, daily deposits and reconcilliations. Show less

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  Insurance Associates, a Division of Arthur J Gallagher Risk Mgmt Services, Inc.

  Aug 2012 - Jul 2015

  Personal Lines Account Manager

  Proficient and Licensed Insurance Agent in Property/Casualty, and Life/Health Insurance.Able to run quotes through our EZlinks comparative rater. Some companies we are appointed with include Traveler's, Auto Owner's, The Hartford, Safeco, United Fire, Progressive, MetLife, Chubb and ASI. Experienced with working in Applied Tam Online and EPIC, agency management system.Excellent phone and communication skills. Discusses insurance product offerings with customers and promotes account rounding.Process new business, renewals, endorsement to invoices and updates. Show less

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  TrueNorth Insurance and Financial Services, Risk Management

  Jul 2015 - Aug 2020

  Personal Lines Account Manager, CISR

  Proficient and experienced Personal Lines Insurance Agent. Licensed for Property/ Casualty, Life and Flood Certified. Able to run comparative insurance quotes with many different companies in our rater. Companies include Auto Owner's, Travelers, Safeco, Chubb, Nationwide, Private Client, & Progressive.Processes new business, renewals, endorsements to invoices and updates.Excellent phone and communication skills.Discusses insurance product offerings with customers and promotes account rounding. Experienced with EPIC. Experience with book rolls. Show less