Summary
Overview
Work History
Education
Skills
Certification
Core Competencies
Timeline
Generic

Daphney Shepherd Williams

Marietta

Summary

Experienced insurance professional with over 15 years of expertise in account management, policy servicing and client relations. Proven track record of contributing to key business outcomes such as revenue growth, client retention, and customer satisfaction. Skilled in multi-tasking, detail orientation, and delivering high-quality service. Licensed Property & Casualty Insurance Agent and Counselor with advanced knowledge in commercial insurance procedures and systems.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Senior Account Associate

Ironwood Insurance Services
02.2016 - Current
  • Collaborate with Account Executives to optimize client retention and satisfaction, providing seamless service across policy processing, endorsements, and account updates.
  • Issue and manage Certificates and Auto ID cards.
  • Facilitate policy audits, cancellations, and reinstatements.
  • Compile loss run data, prepare loss summaries.
  • Oversee client billing to include invoicing, premium financing.
  • Assist with insurance proposals, client schedules of insurance and marketing efforts.
  • Adhere to strict compliance and procedural guidelines.


Account Representative

Wells Fargo Insurance Services, Inc.
04.2014 - 02.2016
  • Provided comprehensive support to Account Executives in the International Specialty Group, preparing client applications and coverage comparisons.
  • Managed foreign insurance placement, ensuring compliance with international regulations and streamlined communication with local brokers.
  • Addressed client and broker inquiries, followed up on payments, and conducted meticulous policy checks and endorsements.

Invoice Specialist

Integro Insurance Brokers
11.2012 - 04.2014
  • Processed client invoices, including special program billing, credit memos, and premium allocations; facilitated premium financing arrangements.
  • Updated client accounts within billing systems and assisted with certificates of insurance as needed.

Assistant Account Manager

McNeary Inc.
11.2007 - 11.2012
  • Provided administrative support on Medical Professional Liability accounts.
  • Set up client information, prepared Acord applications, renewed policies.
  • Sent submissions to markets and reviewed quotes.
  • Prepared post renewal documentation: binders, invoices, insurance summaries, certificates of insurance, Auto ID cards.
  • Conducted insurance policy checks using appropriate forms.
  • Requested and checked endorsements.
  • Arranged and processed premium finance agreements.
  • Assisted with claims reporting, ordered loss runs and MVR's.

Client Representative

Marsh USA, Inc.
07.2005 - 10.2007
  • Performed administrative duties in the Construction Wrap Up department on CCIP and OCIP accounts.
  • Provided full service to contractors from enrollment to completion of project, including issuing and checking certificates, reporting payroll, and processing monthly reports.
  • Managed billing and receivable activity on assigned accounts.
  • Reviewed policies and requested changes from underwriters; processed endorsements.
  • Built and maintained client relationships.
  • Complied with professional standards and guidelines.
  • Provided administrative support on all OCIP accounts shared with the Florida and North Carolina offices.

Supervisor, Client Support Services

Marsh USA, Inc.
07.2004 - 07.2005
  • Provided administrative support on commercial property and casualty accounts in the Risk Management Department.
  • Issued certificates of insurance using the Wincert certificate system.
  • Reviewed contract language for insurance requirements compliance.
  • Issued Auto ID cards using the BASYS system.
  • Assisted client team with submissions, proposals and policy maintenance such as file set up and policy and endorsement processing.

Insurance Assistant

Marsh USA, Inc.
07.2002 - 07.2004
  • Provided administrative support on commercial property and casualty accounts in the Risk Management Department.
  • Issued certificates of insurance using the Wincert certificate system.
  • Reviewed contract language for insurance requirements compliance.
  • Issued Auto ID cards using the BASYS system.
  • Assisted client team with submissions, proposals and policy maintenance such as file set up and policy and endorsement processing.

Education

B.A. -

University of The Virgin Islands
St. Thomas, USVI
01-1990

Skills

  • Microsoft Office Suite
  • Excel
  • Outlook
  • Wincert Certificate System
  • AMS 360
  • Image Right
  • Indio
  • Mod Master
  • Applied System
  • TAM
  • PaperWise
  • Ebix Certificate System
  • Nexsure
  • BASYS System

Certification

  • Property & Casualty Insurance Agent, Georgia
  • Insurance Counselor, Georgia

Core Competencies

Support revenue growth by increasing client satisfaction scores through efficient service and accurate account management.
Consistently meet operational targets, contributing to a culture of high performance and continuous improvement.

Timeline

Senior Account Associate

Ironwood Insurance Services
02.2016 - Current

Account Representative

Wells Fargo Insurance Services, Inc.
04.2014 - 02.2016

Invoice Specialist

Integro Insurance Brokers
11.2012 - 04.2014

Assistant Account Manager

McNeary Inc.
11.2007 - 11.2012

Client Representative

Marsh USA, Inc.
07.2005 - 10.2007

Supervisor, Client Support Services

Marsh USA, Inc.
07.2004 - 07.2005

Insurance Assistant

Marsh USA, Inc.
07.2002 - 07.2004

B.A. -

University of The Virgin Islands

Similar Profiles

CREATE PROFILE
Daphney Shepherd Williams