John Mark

Processed insurance quotes and renewals for Homeowners (H03, Wind, Dwelling Fire, Renters) and Auto policies across multiple carriers, ensuring accuracy and compliance with
underwriting guidelines.
Utilized multiple carrier platforms, including PICA, Sagesure, Orion180, ICAT, Gulf State, SSUI,
and CRC for quoting, underwriting review, and policy updates.
Handled Flood Insurance quoting through Neptune, FloodRisk, and Rocket Flood.
Managed customer information and documentation using EZLynx for auto rating and AgencyZoom CRM for pipeline management and customer communication.
Supported agents by preparing comparative quotes, verifying coverage details, and ensuring complete and accurate submissions.
Maintained strong attention to detail to minimize errors, improve accuracy, and enhance client satisfaction.
Consolidated customer information and policies within AgencyZoom CRM for improved record management.
Managed renewal dates and tracked follow-ups through personal pipelines inside AgencyZoom.

Managing the day-to-day activities of the team.
Motivating the team to achieve organizational goals.
Developing and implementing a timeline to achieve targets.
Delegating tasks to team members.
Conducting training of team members to maximize their potential.
Empowering team members with skills to improve their confidence, knowledge, and communication skills.
Conducting quarterly performance reviews.

Provides information about products and services and handles customer issues relating to those products and services.
Clears out the customer's complaint, identifies the issue's root cause, chooses and explains the best solution.
Write clear and concise emails to prevent confusion.
Updating client information, processing orders, and resolving customer complaints.
Handle customer inquiries on all communication platforms used by the business.