Summary
Overview
Work History
Education
Skills
Timeline
Generic

Carroll A. Nezich

Palenville,NY

Summary

Dedicated & hard-working Client Service Specialist with extensive experience at Marshall + Sterling Inc., excelling in client relationship management and renewal processing. Proven ability to enhance client satisfaction through effective communication and attention to detail. Highly motivated collaborator in a team environment.

Overview

8
8
years of professional experience

Work History

Client Service Specialist- Large Commercial

Marshall + Sterling Inc.
Leeds, NY
01.2024 - 06.2025
  • Take insureds phone calls & emails responding to all inquires in a timely manner. The majority of client requests revolve around- certificate requests, endorsements, coverage & billing questions.
  • Renewal process- inquiring with incumbent carriers for renewal needs for upcoming renewal (90 days out). Send insured request for updated renewal information. Update acord applications with direction from AM's. Send insured schedules for updating (drivers lists, vehicle schedule, inland marine, renewal certificate list , etc). Complete binding paperwork on renewal & rewrites, including but not limited to Affidavits, total cost forms, declinations, pay plans and SOV's. Policy Check renewal policies (manually & Exdion) and send to insured. Issue vehicle ID cards & renewal certs. Agency billing, if needed. Send renewal documents requiring signatures via Rsign after AM reviews with client.
  • Issuing all appropriate requested certificates to clients- Liability, Property, EPIaccord27, WC-C105, DBL120.
  • Create LPR's, have insured sign & return to carrier for processing. Pull loss runs, process audits, endorsements and E&O letters. Follow up on CNP's. Process BOR's from Producers/ AM's. Non renewal or conditional renewal notices advice Producer/AM immediately and work with them as needed.
  • Upsell/Cross-sell on coverages not written.

Customer Service Representative - Small Commercial

Marshall + Sterling, Inc.
Leeds , NY
12.2017 - 01.2024
  • Very similar work duties & responsibilities as the descriptions under the Large Commercial Employment stage however the clients were smaller revenue base and had scaled down needs in many aspects of their relationship with Marshall + Sterling.
  • Further details can be provided upon request.

Education

High School Diploma -

Cairo-Durham Central School District
Cairo, NY
06-1986

Skills

  • Client relationship management
  • Renewal processing
  • Effective communication
  • Team collaboration
  • Reporting requirements
  • Remote work capabilities
  • Client Services
  • Attention to Detail

Timeline

Client Service Specialist- Large Commercial

Marshall + Sterling Inc.
01.2024 - 06.2025

Customer Service Representative - Small Commercial

Marshall + Sterling, Inc.
12.2017 - 01.2024

High School Diploma -

Cairo-Durham Central School District

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