Cathy Krickl
Agency Coordinator
West Covina,CA
Summary
Skillful and dynamic Case Manager with 20+ years experience in insurance case management and customer service. Act with speed, composure, compassion and knowledge to solve problems in a timely manner for clients and agents.
Overview
35
35
years of professional experience
Work History
Agency Coordinator
Transamerica Insurance Company
02.2020 - Current
- Provided full case management including but not limited to reviewing, scanning & submitting applications while providing status communication to agents and managers.
- Trouble shoot and resolve problems related to case management.
- Conduct individual meetings with Agency Directors to identify cases that may require special handling.
- Built relationships with Agents & producers though strong communication skills.
- Provided office support for 2 offices as directed by Managing Director.
- Answered phone calls and e-mails regarding inquiries and arranged meetings for official business.
Marketing Administrator/Case Manager
AIG – Financial Network
05.2014 - 01.2020
- Provide proactive support for Distribution partners by reviewing, submitting and following up on pending requirements necessary for underwriting approval and tracking cases through completion and issue.
- Key point of contact for producers and managers on questions, concerns, guidelines, procedures and escalation involving sales, underwriting, new business and customer service.
- Managed cases for over 75 agents at once including 25 of top 50 company producers.
- Primary Administrator to process initial premium checks and maintain accurate compliance payment log.
- During tenure as Case Manager office had achieved Top Producer for 7 out of last 10 years
- Managed up to 4 offices which included ordering of office supplies, business cards, and coordinating office moves and closures.
- Achieved top classification for last 5 years during Annual Performance review.
Marketing Support Staff
American General Life & Accident Insurance Co.
02.1997 - 05.2014
- Support Agents with Underwriting while working closely with Agency Directors and Managing Director while managing approximately 50 incoming calls, emails and faxes per day from agents and customers.
- Ordered Business cards, Office supplies, and Kitchen supplies following budgetary guidelines.
- Provide Cross training of procedures between office staff.
Publicity Manager
Stephen J. Cannell Productions
08.1989 - 07.1995
- Show Publicity - Communicated between network media relations department, actors, publicists and producers regarding all aspects of publicity campaign; coordinated episodic and gallery photography on all series; selected, produced and distributed video clips to various electronic outlets; coordinated special events including press tours and special appearances
- Corporate Public Relations - Coordinated executive press requests and interviews; wrote company press releases; organized Christmas party, gifts and cards; handled charity functions
- Office Management - Organized media database for department; established, catalogued and maintained entire photo library for studio; trained departmental secretaries
Education
Bachelor of Arts -
University of La Verne
La Verne, CA1989
Skills
- Decision-Making
- Documentation and Recordkeeping
- Motivational Leadership
- Administration and Operations
- Phone and Email Etiquette
- Multitasking and Organization
- Event Coordination
- Office Management
- Customer Service Management
Languages
Spanish
Native or Bilingual
Timeline
Agency Coordinator
Transamerica Insurance Company
02.2020 - Current
Marketing Administrator/Case Manager
AIG – Financial Network
05.2014 - 01.2020
Marketing Support Staff
American General Life & Accident Insurance Co.
02.1997 - 05.2014
Publicity Manager
Stephen J. Cannell Productions
08.1989 - 07.1995
Bachelor of Arts -
University of La Verne
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