AMY GREGG
Bradenton,FL
Summary
I have have over 25 years of experience, adept at fostering strong relationships with diverse clients. Expertise in utilizing various software programs to efficiently obtain, clarify, and verify essential data, ensuring insurance policies that meet the unique needs of businesses. Proven ability to collaborate effectively within teams while maintaining a customer-focused approach in all interactions. Committed to delivering exceptional service and support in a fast-paced environment.
Overview
28
28
years of professional experience
Work History
Commercial Lines Claims Manager
CORRELL INSURANCE GROUP
Spartanburg, SC
06.2018 - Current
- Manage Commercial Lines claims for 5 offices, including Workers Compensation, General Liability, Commercial Property, Commercial Auto and other lines of business.
- Evaluate claims and coverage with insureds.
- Gather appropriate information needed to provide the insurance carrier.
- Submit claims to the carrier or provide an insured with steps to submit a claim directly to the carrier.
- Maintain accurate records and claims document activities thoroughly and promptly until claim is closed.
- Effectively communicate with insureds, claimants, and claim adjusters regarding claims.
- Provide guidance to insureds during a claim.
Commercial Lines Account Manager
CORRELL INSURANCE GROUP
Spartanburg, SC
06.2018 - Current
- Manage a book of over 200 commercial lines business accounts at an agency with 55 offices in North Carolina, South Carolina, and Tennessee, Kentucky, Arkansas, and Mississippi with half of the account considered small and the other half considered medium to large.
- Maintain expiring accounts log and coordinate expirations with producers in order to secure renewals or new business commitment.
- Maintain suspense via Account Management System (AMS) in order to follow up on orders, emails, phone calls, reports, and overdue expense items.
- Ensure electronic filing system is maintained by attaching notes and/or emails to account files.
- Manage new and renewal policies by ensuring rating, type, and coverages are accurate.
- Transact agency billing invoices and ensure client receipt.
- Receive and assist clients or companies in office, via email, phone, and/or fax in order to provide exceptional customer service by addressing customer concerns and administrative issues.
- Assist in marketing new and renewal business, quoting premiums, preparing and presenting presentation packets, and maintaining underwriting and/or marketing information by carrier. Spearhead the creation of a training overview for account managers.
Commercial Lines Account Manager/ Bookkeeper
UPSTATE INSURANCE AGENCY
Walhalla, SC
02.2000 - 06.2018
- Licensed in life, accident/health, property and casualty insurance.
- Manage all commercial accounts, commercial claims. Bookkeeper: Responsible for all company accounting, payroll, payroll taxes, and new employee forms.
- Other Responsibilities:
- Backup for personal lines account as needed. Manage business office in owner's absence.
Bank Teller
BLUE RIDGE BANK
Walhalla, SC
03.1998 - 02.2000
- Customer service representative:
- Assisted bank customers with account transactions in personal and commercial accounts.
Education
MBA - Human Resources
Southern Wesleyan University
Central, SC01-2020
Bachelor of Science - Business Admin
Southern Wesleyan University
Central, SC05-2006
Associate Business Administration -
Tri County Technical College
Pendleton, SC 12-2003
Skills
- Licensed in Florida (215 and 220)
- Certified Insurance Service Representative, CISR Elite
- Out of State license in South Carolina in both lines
- Proficient with Microsoft Office Suite
- Exceptional written and verbal communication skills
- Highly experienced with ImageRight (Vertafore) software products
- Accustomed to working with the public
- Proficient with accounting software
- Interact with multiple entities to assist clients
- Experienced problem solver
- Working knowledge of the law & regulations
- Claims analysis
- Claims investigation and research
- Procedure implementation
- Policy interpretation
Timeline
Commercial Lines Claims Manager
CORRELL INSURANCE GROUP
06.2018 - Current
Commercial Lines Account Manager
CORRELL INSURANCE GROUP
06.2018 - Current
Commercial Lines Account Manager/ Bookkeeper
UPSTATE INSURANCE AGENCY
02.2000 - 06.2018
Bank Teller
BLUE RIDGE BANK
03.1998 - 02.2000
MBA - Human Resources
Southern Wesleyan University
Bachelor of Science - Business Admin
Southern Wesleyan University
Associate Business Administration -
Tri County Technical College