1. TRISHA CHAVIS
25924 ARLINGTON ST. ROSEVILLE, MI 48066
SUMMARY OF QUALIFICATIONS
Dynamic business leader with extensive experience driving client services, account management, operations,
marketing service .Instrumental in launching new business products, growing strategic partnerships, and
development. Dedicated to cultivating high-performance teams and delivering exemplary client service. Solid
communication, collaborative, supervisory, and problem-solving skills.
AREAS OF EXPERTISE:
• Client Services Management • Team Leadership •More than 25 years Insurance Sales, Underwriting and Service•
Account Management • Process Improvements • Hiring & Development • Strategic Partnerships • Best Practices
Development • New Product Launches• System Development • Operations Oversight • Financial Reporting
September 2013 Present DialogDirect, Troy, MI
Integrated marketing solutions provider that helps businesses attract leads, increase sales and inspire consumers
through customer engagement solutions and direct marketing.
Manage operations and account management for SelectQuote Insurance Program Supervise 15-20 member
team in Troy, MI location
Consistently maintain sales and premium goals for client
Maintain QA scores averaging 95% for past 24 months, through process improvement,
Played lead role in launching additional campaigns and pilot programs for client.
January 2013 – September 2013 Dialogue Marketing, Troy, MI
Supervisory support of call center operations, direct supervision of up to 25 advocates in positions of Sales
and Underwriting for national life insurance client.
Monitored calls for quality assurance via recorded calls and live monitoring.
Provided regular feedback to staff regarding KPI’s.
Provided reporting to Management regarding team performance and action plans to improve.
September 2010 – January 2013-Dialogue Marketing – Troy, MI
CUSTOMER SERVICE REPRESNTATIVE
Performed Inbound and Outbound calls for several programs that include Medicare Insurance Sales, Life
Insurance Sales and Underwriting.
Assisted Supervisory staff with reporting and floor support as needed. Consistently exceeded sales, service
and quality assurance goals on a monthly basis.
2. September 2007 to September 2010-Cranbrook Loans – Clinton Township, MI
MORTGAGE LOAN OFFICER
Proactively solicited new residential and commercial mortgage business for multiple lenders.
Determined and advised mortgage products to meeting needs of customers and adhering to established loan
quality and production goals.
Utilized training materials, reference tools and other resources to provide accurate and up-to-date loan
program/policy information to both external customers and internal business partners.
Provides complete loan applications to fulfillment center partners.
Ensured exceptional customer experience by overseeing loan process from origination to close and
providing on-going communication to customers and business partners
.Exceeded monthly and annual production goals as established by Cranbrook Loans and various lenders.
Oversaw and ensured successful completion of all assigned Mortgage Loan Officer Training activities.
November 2001 to August 2007- Lubin, Schwartz & Goldman Insurance Partners
COMMERCIAL & PERSONAL LINES INSURANCE SALES AND UNDERWRITER
Dealt with clients, customers, and insurance companies to assure that the needs of the clients are being
Reviewed policy limits, and products to ensure clients had the maximum protection available to suit their
Routinely worked with clients and carriers solve and prevent customers from being underinsured, resolved
premium discrepancies, oversaw claims handling, policy endorsements as well as maintained detailed
schedules of all specialty policies for personal and commercial customers.
April 1988 to October 2001-McNish Group Insurance Agency-Troy, MI
COMMERCIAL & PERSONAL LINES CUSTOMER SERVICE REPRESENTATIVE/PRODUCER
Marketing insurance products to local businesses owners, obtaining expiration-dates, building customer
relationships, setting appointments to review coverage and account information, making suggestions and
finding solutions tailored specific to customer’s needs.
Verifying coverage, up and cross selling, payment processing, initiating claim process, assisting the agent
in various management and office functions.
Cross selling individuals from the commercial accounts to ensure their homes, vehicles, boats, planes,
jewelry, fine arts and various valuables were adequately insured.