Amber Milella
Plano,IL
Summary
Experienced High Net Worth Insurance Associate successful at managing high value discreet caseloads in fast-paced environments. Organized, driven and adaptable with excellent planning and problem-solving abilities. Collaborates with others to develop professional networking relationships.
Overview
7
7
years of professional experience
1
1
Certification
Work History
HIGH NET WORTH INSURANCE ASSOCIATE
MARSH MCLENNAN
05.2022 - Current
- Enhanced customer satisfaction by efficiently addressing and resolving insurance-related inquiries.
- Streamlined policy issuance process for faster service and improved client retention rates.
- Expanded company''s client base through effective networking and relationship-building strategies.
- Collaborated with underwriters to evaluate risk factors and negotiate proposals.
- Conducted thorough research on industry trends, helping stay competitive in market.
- Experience in family office sector providing tailored insurance solutions and exceptional service to meet their unique requirements.
CUSTOMER SERVICE ASSOCIATE
CRASH CHAMPIONS
07.2021 - 05.2022
- Responded to customer calls and emails to answer questions about products and services.
- Developed and updated databases to handle customer data.
- Managed high volume of inbound calls while maintaining professional demeanor under pressure.
- Served as liaison between customers and other departments within the organization, such as tow companies, impound lots, insurance companies, ensuring seamless coordination.
- Claims handling with various insurance companies.
CUSTOMER SERVICE SPECIALIST
STATE FARM
12.2020 - 07.2021
- Assessed customer needs and recommended suitable insurance policies.
- Collected premiums and issued accurate receipts.
- Prepared insurance claim forms or related documents and reviewed for completeness.
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
- Posted payments to accounts and maintained records.
- Liaised with insurance carriers to resolve billing errors and discrepancies.
GENERAL MANAGER
PANERA BREAD
01.2017 - 09.2020
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Directed comprehensive sales efforts to exceed revenue targets consistently while maintaining customer satisfaction levels.
- Monitored daily cash discrepancies, inventory shrinkage and drive-off.
- Reduced budgetary expenditures by effectively negotiating contracts for more advantageous terms.
EXECUTIVE ASSISTANT
RIVERA COUNTRY CLUB
03.2017 - 05.2018
- Implemented time-saving solutions that significantly reduced meeting preparation times through efficient resource allocation.
- Filed paperwork and organized computer-based information.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Fostered positive work environment by collaborating effectively with team members to ensure seamless calendar coordination and event execution.
Skills
- High Net Worth and Family Office Experience
- Professional Relationships
- Work Organizing and Prioritizing
- Regulatory Compliance Adherence
- Documentation skills
- Attention to Detail
- Microsoft Office
- Sales Cloud Management
Certification
- Property and Casualty
- Notary of Illinois
Timeline
HIGH NET WORTH INSURANCE ASSOCIATE
MARSH MCLENNAN
05.2022 - Current
CUSTOMER SERVICE ASSOCIATE
CRASH CHAMPIONS
07.2021 - 05.2022
CUSTOMER SERVICE SPECIALIST
STATE FARM
12.2020 - 07.2021
EXECUTIVE ASSISTANT
RIVERA COUNTRY CLUB
03.2017 - 05.2018
GENERAL MANAGER
PANERA BREAD
01.2017 - 09.2020