Summary
Overview
Work History
Education
Skills
Timeline
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Catherine Benzi

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
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
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
Catherine Benzi