Aaron
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5+ Years Insurance Experience (Personal Lines Support, Insurance Quoting, Policy Endorsements)
Aaron brings a strong balance of technical insurance knowledge and customer-facing communication, making him a reliable support professional for personal lines operations. His long-term experience within a major U.S. insurance carrier environment enables him to manage policy changes, state-specific requirements, and customer guidance with confidence.
EMPLOYMENT SUMMARY
• Quoting & Risk Comparison: Performed market research and risk assessments to deliver detailed quotes and coverage comparisons for Auto, Home, PLUS (Umbrella), and Personal Articles Floater (PAF) policies.<br>• Policy Issuance & Binding: Managed the end-to-end policy lifecycle, from educating clients on complex insurance terms (deductibles, exclusions, and limits) to final binding and DMV requirement reviews.<br>• Mortgagee & Lienholder Management: Executed precise updates to mortgagee and lienholder information, including adding new lenders, modifying existing loan details, and deleting outdated interest holders to ensure continuous escrow compliance and accurate Evidence of Insurance (EOI) delivery.<br>• Account Administration & Endorsements: Processed mid-term policy changes and endorsements, such as driver/vehicle updates and coverage limit adjustments, while maintaining strict regulatory compliance.<br>• Documentation & Compliance: Facilitated real-time delivery of essential documents including EOIs, Certificates of Insurance (COIs), and digital ID cards to satisfy legal and lender requirements.<br>• Retention & Growth Strategy: Conducted proactive renewal reviews and identified cross-selling opportunities for high-value asset protection (PAF) and supplemental liability (PLUS).<br>• Claims & Service Coordination: Acted as the primary point of contact for claims intake and transfers, while coordinating third-party services for roadside assistance and glass repair.
EMPLOYMENT HISTORY
ASSESSMENT RESULTS
DISC PERSONALITY RESULT
EF ENGLISH TEST RESULT
COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)
Can understand and use familiar everyday phrases and answer basic questions about personal details.
Can have very short social exchanges and give information on familiar and routine matters.
Can briefly describe past events and future plans, give reasons for opinions and use the language when traveling.
Can communicate confidently in a variety of academic and professional environments.
Can use the language flexibly and effectively for social, academic and professional purposes.
Can interact with ease and can differentiate their shades of meaning.
