ALTA OGER

Engage with commercial clients to strengthen relationships, focusing on improving customer satisfaction and retention rates. Analyze client coverage through routine reviews, providing tailored recommendations for enhancements as required.

Design and execute customer presentations and product demonstrations aimed at generating new business opportunities.

Oversee client risk exposure management and coordinate service delivery for account retention and development.

Facilitate communication by processing daily mail, emails, and phone calls from customers and producers to enhance business development efforts.

Assess client requirements to determine optimal coverage solutions and generate policy quotes.

• Managed processing of new business and renewals for commercial lines accounts, ensuring accuracy and compliance. Oversaw registry claims, rating, and issuance of medium to large-sized commercial lines accounts, including workers compensation. Fostered relationships with customers, insurance companies, and finance companies to streamline operations. Supervised surplus lines renewals and assigned risk workers compensation renewals to enhance service delivery.

• Processed new business, renewals, and changes for commercial lines accounts. Assisted with registry claims, rating, and issuing of medium to large-sized commercial lines accounts, including workers compensation. Communicated directly with customers, insurance companies, and finance companies. Handled surplus lines renewals and assigned risk workers compensation renewals.

• CSR for direct bill, agency and financed personal lines accounts. Account Representative for commercial lines accounts including the processing of New Business, Renewals, changes, registry, claims, rating & issuing of medium to large sized commercial lines accounts including Workers Compensation. Dealing directly with customers, insurance companies and finance companies. Processing of Surplus Lines renewals & Assigned Risk Workers Compensation renewals.

• CSR for direct bill, agency and financed commercial lines accounts. Duties included the processing of New Business, Renewals, changes, registry, claims, rating & issuing of small to medium sized commercial lines accounts including Workers Compensation. Dealing directly with customers, insurance companies and finance companies. Processing of Surplus Lines renewals & Assigned Risk Workers Compensation renewals.

• CSR for Direct Bill policies/accounts regarding all personal lines (auto, homeowners, boats, umbrellas, etc.) and small commercial lines accounts. As Project leader, delegated work assignments and provided updates to CSR's regarding changes in internal procedures and insurance company rating and guidelines. Involved in new CSR interviewing, hiring, training, evaluations and salary/bonus recommendations. Scheduled CSR's to ensure adequate office coverage. Contributed to the start up and development of a Small Business and Family Division to handle small commercial and personal lines accounts. Provided coverage for absent/vacationing CSR's.

• Trained and supervised the work performance of four customer service and support personnel. Oversaw and ensured quality of services provided to the employees of Hanover and Allmerica Companies (now Hanover Group). Coordinated billing for the employees through payroll deductions and processed all personal lines registry work, claims and policy transactions. Handled interviewing, hiring, evaluations, salary/bonus recommendations and discipline/firing. Performed CSR functions as needed in addition to managerial role. Promoted from Customer Service Representative (1984-1988)