Cassandra Jones
@cassandrajones
I manage property and casualty insurance portfolios while helping clients understand coverage, claims, and policy options.
United StatesWhat I'm looking for
I've managed multi-million-dollar property and casualty insurance portfolios across Pinnacle Insurance Agency & Associates, Buna Mandell-Allstate, The Larry Payne Agency, and The McKinney Agency.
I help clients understand policy options, renew coverage, make policy changes, and navigate claims questions. I value direct customer contact and work to build retention through accurate, professional service.
I collaborate with underwriters and carriers on risk assessment, coverage, compliance, and policy issuance. Earlier, at Blue Cross of New Jersey - Sitel, I investigated, processed, and settled health insurance claims while reviewing documentation and updating CPT and ICD9 codes.
After taking a planned career break to raise my family, I'm seeking a long-term opportunity to apply more than 10 years of insurance experience, 20 years of customer service experience, and a commitment to helping others.
Experience
Work history, roles, and key accomplishments
Insurance Agent / Account Manager
Pinnacle Insurance Agency & Associates
Jan 2020 - Jan 2021 (1 year)
Managed multi-million dollar client portfolios, ensuring proper coverage, renewals, and compliance with state regulations. Educated clients on policy options, resulting in high retention and customer satisfaction rates.
Insurance Agent / Account Manager
Buna Mandell-Allstate
Jan 2019 - Jan 2020 (1 year)
Managed multi-million dollar client portfolios, ensuring proper coverage, renewals, and compliance with state regulations. Educated clients on policy options, resulting in high retention and customer satisfaction rates.
Insurance Agent / Account Manager
The Larry Payne Agency
Jan 2016 - Jan 2019 (3 years)
Managed multi-million dollar client portfolios, ensuring proper coverage, renewals, and compliance with state regulations. Educated clients on policy options, resulting in high retention and customer satisfaction rates.
Insurance Agent / Account Manager
The McKinney Agency
Jan 2014 - Jan 2016 (2 years)
Managed multi-million dollar client portfolios, ensuring proper coverage, renewals, and compliance with state regulations. Educated clients on policy options, resulting in high retention and customer satisfaction rates.
Claims Adjuster
Blue Cross of New Jersey - Sitel
Aug 2010 - Dec 2013 (3 years 4 months)
Investigated, processed, and settled health insurance claims according to company policies and state guidelines. Updated CPT or ICD9 codes and evaluated documentation for accuracy and compliance.
Infant Room Teacher
Mimi's Place Childcare
Aug 2007 - Mar 2009 (1 year 7 months)
Provided nurturing infant care in a safe and supportive environment. Built trusting relationships with parents through clear communication and reliability.
Education
Degrees, certifications, and relevant coursework
Pearson Vue
Licensed Insurance Agent, Insurance
Licensed Insurance Agent certification obtained in May 2015.
North Buncombe High School
High School Diploma, General Studies
2004 - 2007
High school diploma earned from North Buncombe High School from 2004 to 2007.
Asheville-Buncombe Technical Community College
Associate's Degree, General Studies
Earned an Associate's Degree from Asheville-Buncombe Technical Community College.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
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