Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Colleen Davis

Pelham

Summary

Dynamic Sr. Client Manager in numerous agencies, excelling in client relationship management and tailored proposal development. Proven track record in enhancing revenue growth and client retention through exceptional service delivery. Skilled in certificate issuance, policy checking, billing reconciliation and mentoring, consistently achieving targets while fostering long-term partnerships.

Overview

31
31
years of professional experience
1
1
Certification

Work History

Sr. Client Manager

Willis Towers Watson Southeast, Inc.
09.2001 - 12.2024
  • Commercial Account Management – including day-to-day service of commercial clients, adding, deleting, changes to coverages and renewals.
  • Collaborated with marketing teams to develop coverage proposals to present to the clients for renewals or new business.
  • Reviewed policies received from carriers and sent to client within 30 days of effective date.
  • Coordinated with Certificate Center to get certificates issued.
  • Engaged with Accounting Department to get billings done and reconciliation as needed.
  • Delegated tasks to existing support team members and used cloud-based tools to help solve complex business issues.
  • Reviewed Aged Receivables with clients to get payments made in a timely manner.
  • Strengthened long-term client relationships through regular communication, understanding their needs, and delivering tailored recommendations.
  • Managed a diverse portfolio of large commercial clients, ensuring retention and loyalty through excellent service delivery. Healthcare, Real Estate Management, Civic Center, Ship Builders/Repairers, Technology, Masonry Contractor, Engineering Consulting Services, Railroad Contractor, Manufacturing and Retail Stores.
  • Enhanced revenue growth by identifying new business opportunities within existing accounts.
  • Mentored new Client Managers to assist with their onboarding.
  • Acted as Business Champion who provided other Client Managers with company processes or changes to processes.
  • Consistently met or exceeded annual targets for revenue generation, profitability, and client retention rates.
  • Part of a team which implemented a new computer system.
  • Partnered with other employees to develop a new client handling process within WTW.
  • Maintained client files with sales contracts, records of client interactions, client notes, and other information.

Receptionist/Assistant Manager - Client Servicing

Williford Insurance
03.2000 - 07.2001
  • Managed multi-line telephone system. Answered central telephone system and directed calls accordingly.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Sorted, received, and distributed mail correspondence between departments and personnel.
  • Helped office staff prepare reports and presentations for internal or client-related use.
  • Provided exceptional customer service by preparing Employee Benefit proposal documents for the producers to present to the client.
  • Greeted incoming visitors and customers .professionally and provided friendly, knowledgeable assistance.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Handled sensitive information discreetly while performing administrative duties such as filing paperwork and processing payments.
  • Prepared, collected and distributed outgoing and incoming mail and packages.

Client Manager

Scott Insurance
06.1996 - 02.2000
  • Delivered exceptional customer service by proactively anticipating client needs and providing tailored solutions.
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
  • Maintained detailed records of all client interactions, ensuring accuracy in reporting and facilitating clear communication across teams involved in each client.
  • Managed a portfolio of manufacturing clients, ensuring optimal results by tailoring strategies to individual needs.
  • Compiled and analyzed data for renewals and sent to underwriters for new business and renewals.
  • Prepared proposal documents for the producer to present to the client.
  • Issued certificates for renewal or as requested by client.
  • Billed policies and endorsements in system.
  • Received policies from carrier and checked them for accuracy before sending to the client.

Client Manager

M. E. Wilson
04.1994 - 06.1996
  • Managed a diverse portfolio of clients, ensuring optimal results by tailoring strategies to individual needs.
  • Maintained client files with sales contracts, records of client interactions, client notes, and other information.
  • Delivered exceptional customer service by proactively anticipating client needs and providing tailored solutions.
  • Managed small commercial accounts including day to day processes.

Education

High School Diploma -

Iola Sr. High School
Iola, KS

Skills

  • Client relationship management handling day to day correspondence/calls
  • Account management - daily, monthly or yearly as necessary
  • Policy review and corrections requested as needed
  • Proposal development and sales presentations using Word and or Excel documents
  • Billing reconciliation with agency or carrier accounting department
  • Team collaboration working with marketing and producers
  • Client retention working with producers
  • Data analysis client exposures
  • Mentoring new client managers
  • Multitasking abilities
  • Document management - attaching documents in appropriate place/system

Certification

CISR - Certified Insurance Service Representative

CIC - Certified Insurance Counselor

AAI - Accredited Adviser in Insurance

AAM - Accredited Adviser in Automation

Timeline

Sr. Client Manager

Willis Towers Watson Southeast, Inc.
09.2001 - 12.2024

Receptionist/Assistant Manager - Client Servicing

Williford Insurance
03.2000 - 07.2001

Client Manager

Scott Insurance
06.1996 - 02.2000

Client Manager

M. E. Wilson
04.1994 - 06.1996

High School Diploma -

Iola Sr. High School

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Colleen Davis