Anthony Loftus
Lockport,IL
Summary
Focused and personable professional offering many years of experience managing key accounts to promote client retention. Communicative and collaborative with proven history of liaising between personnel and clients to foster seamless communication. Offering many years of industry experience and relationship management.
Overview
8
8
years of professional experience
Work History
Client / Account Manager
The Horton Group / Marsh McLennan Agency, LLC
Chicago, Illinois
08.2020 - Current
- Coordinate policy renewals and updates for timely execution and compliance.
- Market renewal and new business submissions with middle-market carriers.
- Negotiate rate and price reductions with underwriters when necessary.
- Review proposals for client meetings with producers and account executives.
- Attend client meetings in person and virtually to provide support and answer any questions.
- Acted as the main point of contact for audit, billing, and complex policy questions.
- Developed long-term rapport with clients to cultivate loyalty.
Assistant Client Manager
The Horton Group
Chicago, Illinois
05.2018 - 08.2020
- Assisted the Client Manager with day-to-day servicing needs.
- Processed endorsement changes for all exposure changes on all policies.
- Obtained loss runs from carriers for marketing and servicing purposes.
- Documented client interactions and maintained detailed records in Applied EPIC systems.
Client Service Representative
The Horton Group
Orland Park, IL
08.2017 - 05.2018
- Processed certificates of insurance requests on a daily basis.
- Run MVR reports for clients and marketing purposes.
- Maintain and utilize Applied EPIC and CSR 24 to issue certificates of insurance.
Education
Master of Arts - History
Illinois State University
Normal, IL05-2016
Bachelor of Arts - History
Illinois State University
Normal, IL05-2014
High School Diploma -
Lockport East Township High School
Lockport06-2010
Skills
- Property and casualty insurance
- Applied EPIC
- CSR 24
- Indio
- Risk assessment
- Client service
- Problem solving
Timeline
Client / Account Manager
The Horton Group / Marsh McLennan Agency, LLC
08.2020 - Current
Assistant Client Manager
The Horton Group
05.2018 - 08.2020
Client Service Representative
The Horton Group
08.2017 - 05.2018
Master of Arts - History
Illinois State University
Bachelor of Arts - History
Illinois State University
High School Diploma -
Lockport East Township High School
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