Dannit Pierce

Manages and services client accounts while developing and maintaining strong relationships with clients to ensure customer satisfaction and retention

• Markets the assigned book of business renewals by negotiating with carriers to secure favorable terms on behalf of clients
• Prepares renewal and new business proposals to be reviewed with the client
• Services accounts by preparing applications, summaries of insurance, statement of values, reviewing policies, processing endorsements, invoicing, requesting premium financing options, allocating insurance premiums, creating and distributing renewal certificates of insurance
• Processes change requests by notifying carriers of changes, updates spreadsheets and the agency management system, reviews endorsements for accuracy and invoices the premiums
• Reviews accounts receivable reports to keep accounts current and avoid cancellations
• Update and maintain all client details in AMS360 (agency management system) to ensure information is accurate and up to date
• Assisted in training new team members on company procedures, ensuring seamless integration into the account management department.