Catherine Benzi
Westbrook,CT
Summary
Detail-oriented Account Manager with excellent interpersonal and communication skills, workflow management and relationship-building expertise. Experience in detailed customer service and cross-sell processes. Successful in building long-term customer relationships and understanding customer needs and carrier requirements. Excellent problem-solving and conflict resolutions skills.
Overview
34
34
years of professional experience
Work History
Account Manager, Private Client Yacht Insurance
Risk Strategies- Gowrie Group
Westbrook, CT
01.1999 - Current
- Service existing insured accounts by making coverage and navigation changes, reviewing and delivering renewal, change and cancellation documents.
- Complete Surplus Lines coverage renewal applications and due diligence effort documentation and forms.
- Invoice and follow up on receipt of Agency Billed Premium/Assist clients with billing matters on direct bill accounts.
- Work with clients to complete required trip and race endorsement documents.
- Foster lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and cross-sell opportunities.
- Provide evidence of insurance to marinas to satisfy Additional Insured requirements for insured marina contract compliance.
- Request, review and submit marina surveys and ensure documented compliance of surveyor recommendations to meet carrier underwriting requirements.
- Communicate reported claims to carriers and assist insureds in navigating stages of claims processes.
- Previously planned employee company holiday and summer picnic events, on and off site meetings and arranged for guest accomodations, working with venues and rental companies.
Account Manager
O'Connor Insurance
Old Saybrook, CT
01.1990 - 12.1998
- Provided Personal Lines Customer Service by phone and in person for office with large volume of walk-in clients.
- Rated Home, Auto, Umbrella and Flood Insurance Risks.
- Fostered Professional working relationships with underwriters for multiple insurance companies.
- Ran Motor Vehicle Reports and issued SR-22 documents.
- Kept detailed file notes and documentation.
- Participated in Chamber of Commerce networking events.
- Handled client payments for walk-in clients.
Education
Associate of Arts - Broadcast Communications
Middlesex Community College
Middletown, CT 05.1990
Animal Science
University of Connecticut
Storrs, CT 1988
High School Diploma -
Middletown High School: Vocational Agriculture
Middletown, CT 1986
Skills
- Account Servicing
- Client Relationship Building
- Workflow Management & Process Development
- Issue Resolution
- Compliance requirements
- Documentation
- Claims Processes
- Underwriter Collaboration
- Billing and Premium Collection
- Event Planning
Timeline
Account Manager, Private Client Yacht Insurance
Risk Strategies- Gowrie Group
01.1999 - Current
Account Manager
O'Connor Insurance
01.1990 - 12.1998
Associate of Arts - Broadcast Communications
Middlesex Community College
Animal Science
University of Connecticut
High School Diploma -
Middletown High School: Vocational Agriculture