Amber Schultz

· Total account responsibility: to include marketing and account management for assigned clients.

· Traveled for client and carrier meetings, customer events, and conferences.

· Ability to take the lead on managing renewals.

· Cross sold other lines of coverage when meeting with clients.

· Active participation in client presentations for new and renewal business.

· Corresponded with producers, clients, and underwriters during submission process.

· Issued binders, renewal certificates, evidence of property forms, and auto ID cards.

· Reviewed contracts for insurance requirements.

· Maintained, verified, and updated client information in EPIC agency management system.

· Directly handled customer service issues.

· Developed and maintained relationships with insurance company underwriters.

· Developed client relationships with existing clients and assisted in servicing their insurance needs.

· Processed endorsements, renewals, audits, cancellations. Invoiced all agency bill accounts.

· Analyzed submissions for proper underwriting information on renewals and new business.

· Completed Acord applications to send to carriers. Input data into company rating systems.

· Prepared insurance proposals.

· Provided issuance instructions to carriers/brokers.

· Reviewed issued policy and requested any necessary corrections.

· Issued binders, renewal certificates, evidence of property forms, and Auto ID cards.

· Reviewed contracts for insurance requirements and issued certificates of insurance. Uploaded certificates to client portals.

· Maintained, verified, and updated client information in Hawksoft agency management system.

· Directly handled customer service issues.

· Developed and maintained rapport with insurance company underwriters.

· Cross-trained with colleagues to assist during absences and vacation. Assisted other team members from other departments to manage workload accordingly.

· Maintained, verified, and updated client information in TAM/Applied agency management system.

· Presented policy options based on clients’ needs and goals.

· Quoted and sold commercial insurance policies, cross sold optional coverages and rounded out accounts with personal lines team, and life/health insurance department.

· Evaluated leads obtained through direct referrals & lead databases.

· Processed endorsements, renewals, audits, cancellations. Invoiced all agency bill accounts.

· Worked with underwriters to negotiate renewal pricing.

· Processed renewals and re-marketed accounts.

· Monitored insurance claims to ensure they we settled equitably for both client and insurer.

· Reported claims including general liability, personal and commercial auto, property, employment practices, and workers compensation.

· Collected facts of claims from insureds, claimants, their agents or attorneys and conferred with legal counsel on claims in litigation.

· Coordinated timely communication between adjuster and client until settlement.

· Reported overpayments, underpayments, or other irregularities within the claims process.

· Worked with underwriters to negotiate renewal pricing.

· Processed renewals and re marketed accounts at their renewal and processed endorsements.

· Responded to hundreds of calls involving traffic accidents, vehicle fires, brush fires, structural fires in homes, apartment complexes, and commercial buildings.

· Worked with team and other first responders to gain control of emergency scenes; combat fires, perform search and rescue; treat the injured, and avert further injuries keeping bystanders out of danger.

· Assisted Chief with getting station compliant with 2001 Safe Haven law, applicable signs, and education.

· Participated in fire prevention programs and fire safety education in local schools.

· Assisted fellow teammates with ongoing upkeep of equipment and facilities.

· Specialized training in vehicle fires and extrication, chemical fires, structural and high-rise fires, brush, wildland, and forestry fires, HAZMAT handling, mass casualty incidents, dispatch operations, incident command system, rapid intervention team operations.