Amy DeRosia

• Meet monthly $22K new business sales goal
• Service and maintain customer relationships
• Retained current business with reviews and re-quotes
• Market for new leads through social media
• Work on multiple carrier websites
• Build relationships with multiple carriers through underwriting and customer service

Licensed Producer

· Developed leads

· Scheduled appointments

· Identify customer needs to market appropriate products and services

· Worked with agent to establish and meet marketing goals

Office manager

• Handling banking and all office duties
• Serviced client policies for renewals, cancellations, and completed endorsements
• Calling to area businesses to market agency and win back clients or cross sell current customers

• Liaison between hospital and client
• Review client cases for possible insurance coverage other than Medicaid
• Determine health coverage through various sources Auto, Medicare, COBRA, VA, Work Comp, CSHCS, and State of Michigan Assign Claims Facility
• Identify, monitor and pursue insurance deadlines
• Communicate both verbally and in writing with assigned insurance organization, business or client to request information for insurance claims
• Obtain and provide financial and medical information requested by state
• Ensure that insurance company has required verifications in file to process for date of hospitalization
• Maintain highest level of confidentially in performing assignments