Shyla Dawn Lewis

Insurance Account Representative @State Farm

Conshohocken, PA, US

Communicate with current and potential clients to evaluate insurance needs and identify potential gaps in coverage to upsell products.• Collect necessary underwriting data for renewals and new business from the insured and submit them to the carrier.• Assist our carrier with policy change documentation by initiating changes in the shared system and then conducting frequent follow ups, if necessary.• Utilize tools and resources to determine dwelling coverage necessary to ensure the client is provided with adequate coverage.• Function as a liaison between claims and the insured to set proper service expectations.• Perform system audits to minimize errors and to assist with coaching new hires.