Dawne Radcliffe
Summary
Proven Inside Broker with a track record of enhancing insurance portfolio service and market positioning at CRC Group. Excel in building relationships and negotiating favorable terms, leveraging skills in Relationship Management and Market Research. Expert in leveraging marketing strategies and market research to enhance insurance portfolio performance. Demonstrates exceptional team collaboration and decision-making skills.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Inside Broker
CRC Group
09.2018 - Current
- Assist brokers in overseeing service and market positioning of insurance portfolio.
- Develop strong relationships with retail agents and brokers occasionally conducting marketing calls.
- Assess new and renewal submissions, identify risk and determines coverage needs. Identify appropriate carriers, submits accounts, evaluates and negotiates favorable contract terms offered by insurance carriers and agents.
- Answer inquiries and provide information to agents. Present competitive pricing, contract language and quotes.
- Maintain up-to-date knowledge of industry and market trends and carrier appetites.
- Member of Miscellaneous Execpro Specialty Team providing market knowledge across the practice group.
Account Manager
Swett & Crawford
05.2008 - 09.2018
- Assist with inputting and updating current client information in all required systems.
- Communicates with retail agency personnel and underwriters to ensure accurate account information.
- Prepares accounts for renewal process; may solicit new or renewal business as directed by Broker.
- Prepares market submissions and quote cover letters to Agents. Reviews policies and other documents received for accuracy.
- Assist to fulfill assigned account transactions, internal processing and necessary document preparation, e.g., endorsements, change forms, invoices, etc.
- Resolves invoicing issues with Premium Accounting.
- Communicates with Premium Accounting regarding notices of cancellation.
- Helps to ensure claim notifications are sent to the claims department.
- Prepare reports, submissions. Cover letters and reviews policy for accuracy.
Production Assistant
Swett & Crawford
05.2004 - 05.2008
- Inputs and updates new and current client information in all required systems.
- Prepares documents, spreadsheets and a variety of insurance forms including endorsements, invoices and other documents
- Follows up with clients and underwriters, as needed, for necessary information.
- May process claim notifications and work with Premium Accounting on client issues.
- Provides general administrative assistant support for Broker Team.
Underwriting Assistant
Swett & Crawford
05.2002 - 05.2004
- Acts as liaison between Underwriters and brokers by responding to inquiries, by answering questions and providing underwriting information that is needed to service accounts (regarding binding, endorsements, cancellation, endorsements, and any other underwriting related items).
- Acts as liaison between Underwriters and internal employees
- Processes new/renewal quotes with collaboration with the Underwriter. Issues policies.
- Handles short-term polices that will be expiring by reaching out to the broker to see if extensions will be needed, quoting those extensions, and processing endorsements.
- Backs up Underwriter when they are out of the office or otherwise unavailable.
- Prepare bordereaux reports for contract market.
Education
University of Connecticut
Storrs, CTNorthern Virginia Community College
Annandale, VASkills
- Relationship Management
- Marketing Strategies
- Markets research
- Portfolio Management
- Team Collaboration
- Decision-Making
- Microsoft Office
- Deadline Driven
Certification
MLIS
Surplus Lines License
Timeline
Inside Broker
CRC Group
09.2018 - Current
Account Manager
Swett & Crawford
05.2008 - 09.2018
Production Assistant
Swett & Crawford
05.2004 - 05.2008
Underwriting Assistant
Swett & Crawford
05.2002 - 05.2004
University of Connecticut
Northern Virginia Community College
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