DEBBIE BROWN
Savannah,GA
Summary
Extensive experience in Insurance with a brokerage firm, includes 5 years in Employee Benefits, and 5 years in Property and Casualty. A dedicated representative with a strong work ethic and the ability to build lasting professional relationships. Expertise in employee benefits, account management and customer service. Effective communication with clients and multiple carriers. Exceptional organizational and planning skills; adaptable; welcome new challenges.
Overview
12
12
years of professional experience
Work History
Client Engagement Specialist
Marsh McLennan Agency
Schaumburg, IL
03.2020 - Current
- Assisted the Account Executive, other team members, and carriers in preparation of new and renewal business and benefit changes; review policies to ensure proper issuance.
- Collected census data from clients, sending out RFP's to carriers and following up, and collecting quotes from carriers.
- Assisted clients through the open enrollment process.
- Worked proactively to develop relationships with carrier and client contacts; may take an active role in meetings.
- Assisted Account Managers & Account Executives with overall service of new, existing and renewing accounts.
- Partnered with account executives to manage post-sales client service and account administration.
- Served as a liaison between clients and insurance companies, assisted with benefits interpretation and service issues, provided administrative.
- Responsible for maintaining our agency management system, Applied Epic, for my team.
Administrative Assistant
Socius Insurance Services
Elgin, IL
01.2014 - 03.2019
- Maintained the agency management system, Applied Epic
- Entered new business policies, renewals, endorsements and cancellations into Applied Epic
- Worked with carriers and clients regarding billing
- Processed payment follow-ups as needed
- Ran claims histories for renewal processing
Education
Bachelor of Arts - Communications
The Ohio State University
Columbus, OH12.1998
Skills
- Client relationship management
- Carrier implementation management
- Benefits interpretation
- Open enrollment assistance
- Account administration
- Customer service
Timeline
Client Engagement Specialist
Marsh McLennan Agency
03.2020 - Current
Administrative Assistant
Socius Insurance Services
01.2014 - 03.2019
Bachelor of Arts - Communications
The Ohio State University