Amber Burgess

Oversees the servicing of a designated book of business as relating to marketing, claims, and administration

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Researches issues' root cause, implements, and resolves policy related issues

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Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance

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Recommends and implements potential enhancements or improvements to processes, products, and/or policies

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Develops financial models and reports for Client and more senior staff, provides interpretation and implication of analysis, as well as recommendations

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Conducts, creates, and interprets benefit benchmarking studies, design plan comparison reports, and Client marketing materials

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Interprets Clients' current coverage plan and identifies and recommends opportunities to expand lines of coverage

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Engages in Client strategy meetings to manage insured expectations for upcoming term

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Develops and presents plan and renewal terms to Client

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Participates in negotiations with carriers for new and renewal quotes

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Interprets and evaluates plan offerings to ensure adequate coverage for Client's identified risk tolerance

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Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors

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Identify new markets for submission and seeks quote requests

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Identifies gaps in coverage or cross-sell opportunities and provides related recommendations to supervisor/Producer

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Researches and understands industry trends and Carrier product offerings, emerging trends

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Understands governmental compliance/regulations to educate Clients

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Mentors and trains junior-level staff

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Performs other responsibilities and duties as needed

Services designated book of business as relating to marketing, claims, and administration

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Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions

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Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier

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Gathers and compiles exposure information from the Client, including compiling loss-run schedules and client stratifications

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Requests and collects quotes (new and renewal) from carriers

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Audits quotes, binders, and endorsements and makes requests for changes as needed

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Processes audits and creates audit analysis for Client

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Receives policy, then updates and completes policy check to ensure completeness

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Updates specifications, application, and summary information to reflect changes during the year

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Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff

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Binds coverage under direction of the Unit Manager/Account Executive

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Informs Client of any and all changes that may affect insurance premiums or coverage

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Gathers and compiles information for new business opportunities

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Inputs Client information into data management system, ensuring accuracy and completeness

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Generates materials for Client presentations and meetings

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Creates and sends compliance communications as needed

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Issues and processes Client invoicing

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Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies

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Researches industry trends and governmental regulations

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Performs other responsibilities and duties as needed

The core responsibilities of an Account Administrator is to provide customer service to internal and external customers while supporting a team of Account Managers as well as answer customer inquiries, process service requests and coordinate renewal paperwork