Cassie Boyer

• Serviced Small, Middle Market and Large Commercial Lines accounts
• Checked policies and endorsements for accuracy
• Collected Underwriting Information directly from existing clients
• Invoiced renewal policies and endorsements
• Completed liability/property certificates and Auto ID cards as necessary

• Serviced Middle Market and Large Commercial Lines accounts
• Checked policies and endorsements for accuracy
• Collected Underwriting Information directly from existing clients
• Invoiced renewal policies and endorsements
• Completed liability/property certificates and Auto ID cards as necessary

• Serviced Middle Market and Large Commercial Lines accounts
• Checked policies and endorsements for accuracy
• Collected Underwriting Information directly from existing clients
• Invoiced renewal policies and endorsements
• Completed liability/property certificates and Auto ID cards as necessary

• Serviced new and renewal Small and Middle Market Commercial Lines accounts
• Entered Direct Bill Commission Statements
• Assisted Accounting with Deposit daily
• Checked policies and endorsements for accuracy
• Collected Underwriting Information directly from new and existing clients

• Assisted Commercial Account Managers for Middle Market and Large Market clients
• Checked policies in detail for accuracy
• Processed endorsements and audits daily
• Created Submission shells for account managers

• Prepared detailed Proposals of Insurance

Completed Monthly Builders' Risk Reports including checking limits for accuracy

• Set up and Maintained Client/Prospect Database and Files.
• Worked well in a team setting, providing support and guidance.
• Checked policies and endorsements for accuracy
• Handled Liability and Property Certificates of Insurance, including interpretation of the contract
  insurance requirements

Serviced new and renewal Small Commercial Lines accounts under $5,000 in premium

• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
• Entered Direct Bill Commissions
• Answered phone promptly and directed incoming calls to correct offices.
• Sorted Daily Mail
• Ordered Loss Runs