Commercial Account Excutive
CBS Insurance Co to AssuredPartners NE
05.2002 - 04.2014
- Oversee 5 insurance company service center (CNA, Hanover, Hartford, Harleysville and Travelers)
- Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier
- Maintains and updates files in the agency management system
- Verifies policy and changes information, facilitating corrections when necessary
- Processes incoming email and mail requests, responding promptly and appropriately
- Determines reasons for requests for cancellations; notifies producers according to agency standards