Stephani Cordeiro

Surety Customer Service Agent at Cogswell Insurance Agency, LLC | Great Falls, Montana, United States

About Stephani Cordeiro

Stephani Cordeiro serves as a Surety Customer Service Agent at Cogswell Insurance Agency, LLC, where she leverages over 12 years of experience in the surety industry to provide exceptional support to both clients and bond executives. In her current role, Stephani is instrumental in the data entry process, utilizing Bond-Pro software to efficiently produce bonds, manage invoicing, and oversee renewals. Her meticulous attention to detail ensures that all transactions are processed accurately and promptly, which is crucial in maintaining client satisfaction and trust.

One of Stephani's key projects involves running monthly production reports, which not only track the agency's performance but also provide valuable insights that help in strategic decision-making. Her expertise extends to collaborating with underwriters to secure approvals for various commercial bonds, including notary bonds, vehicle ownership bonds, and city compliance licenses and permits. This collaborative approach not only enhances operational efficiency but also fosters strong relationships with underwriters and clients alike.

Stephani’s proficiency in Microsoft Word, QuickBooks, and Adobe Acrobat Pro complements her customer service skills, allowing her to navigate complex inquiries and deliver tailored solutions effectively. Her commitment to teamwork and time management further strengthens her ability to support the agency's objectives while ensuring that clients receive the highest level of service. With a background in surgical technology from the University of Montana, Stephani brings a unique perspective to her role, emphasizing precision and care in every aspect of her work. Her dedication to the surety industry and her continuous pursuit of excellence make her an invaluable asset to Cogswell Insurance Agency, LLC.

Stephani Cordeiro Work