COnfidential Confidential

  • Policy Specialist
  • Texas, United States
  • Dec 07, 2017
Full time Insurance

Personal Summary

Multifaceted and results-focused professional, offering hands-on experience in
processing, review, and revision of policies within high-volume and pressure-driven
environments. Adept at identifying opportunities and providing quick and accurate
resolutions. Known for strong work ethic and commitment in accomplishing goals and
objectives toward the completion of assigned tasks. Effective team player, with
exceptional interpersonal and organizational skills in interacting with various
levels of professionals.

Work Experience

Policy Specialist
May 2016 - Jan 2017 CONFIDENTIAL

Facilitated quality control audit of all issued final title policies within high-
volume production environment, while ensuring the attainment of daily target
Developed daily pipeline for the entire team based on their specific skill sets
Coordinated with closing teams through email and phone and directly to lender for
quality assurance and overall accuracy of final title policy
Communicated with underwriters and loan officers to guarantee all documents are
legally implemented and aligned with all state and federal guidelines

Policy Service Specialist
Apr 2015 - Nov 2015 ASCS, Coppell, TX

Generated quotes for serviced auto, home, and watercraft insurance within a high-
volume call center environment
Conducted revision of policies and update of insured information, including addition
of vehicles and adjustment for home remodeling and upgrades
Carried out thorough policy reviews and cross-selling of additional packages and
Fulfilled collection of payments, as well as adjustment of payment schedule to fit
the needs of the insured

Mortgage Closer
Aug 2012 - Apr 2013 Bank of America, Addison, TX

Effectively organized pipeline queue of incoming signed documents and ensured
accuracy prior to approval for finalization
Performed audit and completion of forms as notary public


Associate of Science in General Studies
Jan 2012 - Jan 2014 Richland College