Patrick Zachary
Warner Robins
Summary
With a strong background in risk assessment and policy development, I bring a wealth of expertise to the table. My success lies in building strong relationships with colleagues, managers, and various departments to foster a collaborative and team-oriented environment. As an organized and reliable candidate, I excel at managing multiple priorities with a positive attitude. I am always willing to take on additional responsibilities to ensure the achievement of team goals. With over 20 years of experience as an insurance underwriter and onboarding specialist, I have earned an excellent reputation for problem-solving and consistently improving departmental outcomes.
Overview
21
21
years of professional experience
Work History
Agency Onboarding Specialist
GEICO
08.2024 - Current
- Coordinated background checks, and documentation requirements to expedite hiring timelines and reduce potential delays in bringing independent agencies.
- Worked closely with independent agents and principals, answering questions and addressing various concerns during onboarding process.
- Created smooth onboarding processes to help new independent agents adjust to company policies, procedures and processes.
- Streamlined processes by developing efficient task workflows and checklists for independent agents.
- Managed multiple onboarding projects simultaneously, ensuring timely completion while maintaining high-quality standards.
- Led professional and thorough orientation sessions, introducing new agencies to key onboarding steps.
- Leveraged technology platforms to streamline administrative tasks associated with the onboarding process.
- Liaised with IT department to streamline technology onboarding, ensuring new independent agents had immediate access to required systems and software.
Insurance Underwriter
GEICO
04.2016 - 08.2024
- Carried out day-day-day duties accurately and efficiently.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Worked on many internal projects including GPUP review and remediation
- Assisted with the transition to Work From Home in March 2020
- Scheduled and conducted job shadows for applicants to the Underwriting Department
Regional Systems Coordinator
GEICO
06.2019 - 01.2020
- Participated in system development life cycle from requirements analysis through system implementation
- Monitored and tested application performance to identify potential bottlenecks, develop solutions, and collaborate with developers on solution implementation.
Internet Service Representative
GEICO
10.2014 - 04.2016
- Surpassed performance goals by approaching interactions with resourcefulness, organization and customer-centric solutions.
- Helped in the development of handling for the Internet Chat program
- Maintained productivity and quality standards at all times.
Telephone Claims Adjuster
GEICO
01.2014 - 10.2014
- Answered customer questions regarding deductibles.
- Prepared summaries of damage, payments and policy coverage.
- Examined claims forms and other records to determine insurance coverage.
- Verified insurance claims and determined fair amount for settlement.
- Conducted comprehensive interviews of witnesses and claimants to gather facts and information.
- Negotiated settlement agreements to resolve disputes.
- Reviewed police reports, medical treatment records and physical property damage to determine extent of liability.
Internet Service Representative
GEICO
10.2009 - 01.2014
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Developed Template Chooser and maintained document
- Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively.
Retention Specialist
GEICO
01.2007 - 10.2009
- Utilized knowledge of customer experience to create specialized plans for customer retention.
- Reviewed successes and failures to learn from previous mistakes.
- Utilized advanced skills in solving problems and making accurate decisions to implement strategies that brought about immediate results through calibration and coaching sessions
- Assisted in the development of the "Most Likely to Reissue" project.
- Developed the Late Payment Project
Customer Service Representative
GEICO
07.2004 - 01.2007
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Responded to customer requests for products, services and company information.
- Recommended products to customers, thoroughly explaining details.
Education
Bachelor of Arts - Psychology
SUNY Buffalo State
Buffalo, NY05.2001
Skills
- Insurance Knowledge
- System Information
- Accuracy Verification
- Conducting Risk Assessments
- Efficient case handling
- Systems Analysis
- Handling Quality
- Multiple Systems Knowledge
- Proficient in necessary Microsoft programs
- Software knowledge
- Performance tracking
- Cross-functional coordination
- Decision-making
Timeline
Agency Onboarding Specialist
GEICO
08.2024 - Current
Regional Systems Coordinator
GEICO
06.2019 - 01.2020
Insurance Underwriter
GEICO
04.2016 - 08.2024
Internet Service Representative
GEICO
10.2014 - 04.2016
Telephone Claims Adjuster
GEICO
01.2014 - 10.2014
Internet Service Representative
GEICO
10.2009 - 01.2014
Retention Specialist
GEICO
01.2007 - 10.2009
Customer Service Representative
GEICO
07.2004 - 01.2007
Bachelor of Arts - Psychology
SUNY Buffalo State
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