Clarissa Bowman
Norfolk
Summary
Dynamic insurance professional with a proven track record at Penn National Insurance, excelling in policy analysis and problem-solving. Adept at building client relationships and implementing cross-selling strategies, I thrive in fast-paced environments, ensuring compliance and enhancing client satisfaction through tailored solutions. Committed to achieving departmental goals and delivering exceptional service.
Overview
15
15
years of professional experience
Work History
Underwriting Associate
Penn National Insurance
Lebanon
07.2021 - Current
- Effectively communicating with underwriters, agents, clients, and other departments, both verbally and in writing
- Prioritizing tasks, managing deadlines and handling several tasks simultaneously in a fast-paced environment
- Entering data efficiently and accurately into underwriting systems and maintaining proper records
- Identifying discrepancies in applications or policies and working with underwriters to resolve them
- Conducting background research on applicants, such as reviewing financial data, to aid in risk assessment
- Working closely with underwriters and other team members to meet departmental goals
- Evaluated insurance applications for risk assessment and policy approval.
- Analyzed underwriting guidelines to ensure compliance and consistency.
Personal Lines Account Manager
Strickler Insurance
Lebanon
01.2018 - 07.2021
- Build strong relationships with clients, addressing concerns, and ensuring satisfaction with their insurance coverage
- In-depth understanding of personal lines insurance products e.g. auto, home, renters, umbrella, boats, flood, floaters and motorcycle
- Resolving client issues related to coverage, claims, or billing, and providing tailored insurance solutions
- Identifying opportunities to cross-sell or upsell additional coverage and ensuring clients have the appropriate level of protection
- Developed tailored insurance solutions to meet unique client needs effectively.
- Reviewed policy renewals and made necessary adjustments based on client changes.
Processor Specialist
CNA
04.2016 - 12.2017
- Handled policy transactions that include policy issuance, policy change endorsements or renewals within the Commercial Dept
- Participate in quality and productivity reviews
- Responds to policy service requests from underwriters, agents, and brokers for commercial products such as general liability, property insurance, and professional liability insurance
- Maintained detailed records of all processed claims and communications.
Personal Lines Agent
John Yurconic Agency
11.2012 - 04.2016
- Process applications, change requests, payments and related transactions via TAM and Applied
- Build relationships with clients to ensure proper coverage
- Quote and underwrite new and renewal business
- Maintain data accuracy and exceed quarterly goals
Customer Service Rep
The Hartford
11.2010 - 11.2012
- Answer inbound calls for AARP auto and home insurance regarding billing, claims endorsements and rewriting policies
- Serve as a first person contact to resolve policyholder problems and customer inquiries
- Work well in team-based environment & upheld current call center metrics
Education
Associates - Liberal Arts
Community College of Philadelphia
Philadelphia, Pa12.2003
Skills
- Underwriting guidelines
- Policy analysis
- Insurance product knowledge
- Cross-selling strategies
- Problem solving
- Time management
- Claims handling
- Policy administration
- Organizational skills
- Analytical thinking
- Teamwork
Timeline
Underwriting Associate
Penn National Insurance
07.2021 - Current
Personal Lines Account Manager
Strickler Insurance
01.2018 - 07.2021
Processor Specialist
CNA
04.2016 - 12.2017
Personal Lines Agent
John Yurconic Agency
11.2012 - 04.2016
Customer Service Rep
The Hartford
11.2010 - 11.2012
Associates - Liberal Arts
Community College of Philadelphia