Summary
Overview
Work History
Education
Certification
Timeline
Generic

Diana Schultz

Mobile,AL

Summary

Client Manager dedicated to assisting account executives and account teams by performing administrative and client support duties associated with maintaining client accounts. Focused on ensuring excellent service standards and maintaining high customer satisfaction. Experience providing product and services information, and resolving any emerging problems clients might face with accuracy and efficiency.

Overview

39
39
years of professional experience
1
1
Certification

Work History

Senior Client Service Manager

Willis Towers Watson Southeast Inc.
12.1984 - Current

EXPERIENCE

Gaylords Department Dec 1978 - Dec 1984 · 6 yrs 1 moDec 1978 - Dec 1984 · 6 yrs 1 moMobile, Alabama AreaMobile, Alabama AreaDepartment ManagerDepartment Manager

  • Department manager of Cosmetics, Domestic and Candy Department. Set up seasonal displays, inventory and ordered as needed. Also setup and helped open six stores in New Orleans in 1982.

1984 - 2009 HRH Insurance company1984 - 2009 HRH Insurance 1984 - Dec 2009 · 25 yrs 1 moDec 1984 - Dec 2009 · 25 yrs 1 moMobile, Alabama AreaMobile, Alabama AreaSmall Business Account ManagerSmall Business Account Manager

  • Worked in Personal Lines for 5 Years and then moved to Commercial lines:

    Responsibilities include account management of small and medium commercial accounts. Primary contact for day today servicing of assigned smaller accounts.

    Gather exposure information for new and renewal submissions
    Market new and renewal business with various markets
    Obtaining online quotes through carrier websites
    Creating loss summaries
    Prepare insurance proposals for my clients
    Verifying accuracy of premium audits, quotations, binders, policies, endorsements and requesting corrections if necessary
    Create, update and maintain insureds records in agency managements system
    Request client invoices, certificates and auto id cards
    Reporting Claims on behalf of my insureds
    Provide quality and excellent customer service to my insureds

Willis Towers Watson Southeast Inc. · Full-timeWillis Towers Watson Southeast Inc. · Full-timeDec 2009 - Present · 14 yrs 5 mosDec 2009 - Present · 14 yrs 5 mosWillis Towers Watson. - Willis of Alabama Inc., Mobile, ALWillis Towers Watson. - Willis of Alabama Inc., Mobile, ALCRB Client Services TeamCRB Client Services Team

  • Responsibilities include account management of small and medium commercial accounts.

    Gather exposure information for new and renewal submissions
    Market new and renewal business with various markets
    Obtaining online quotes through carrier websites
    Creating loss summaries
    Prepare insurance proposals for my clients
    Verifying accuracy of premium audits, quotations, binders, policies, endorsements and requesting corrections if necessary
    Create, update and maintain insureds records in agency managements system
    Request client invoices, certificates and auto id cards
    Reporting Claims on behalf of my insureds
    Provide quality and excellent customer service to my insuredsResponsibilities include account management of small and medium commercial accounts. Gather exposure information for new and renewal submissions Market new and renewal business with various markets Obtaining online quotes through carrier websites Creating loss summaries Prepare insurance proposals for my clients Verifying accuracy of premium audits, quotations, binders, policies, endorsements and requesting corrections if necessary Create, update and maintain insureds records in agency managements system Request client invoices, certificates and auto id cards Reporting Claims on behalf of my insureds Provide quality and excellent customer service to my insureds
  • Sales, Communication and +1 skill

Education

High School Diploma -

Theodore High School
Theodore, AL

Certification

CISR Designation

Timeline

Senior Client Service Manager

Willis Towers Watson Southeast Inc.
12.1984 - Current

High School Diploma -

Theodore High School

CISR Designation

Diana Schultz