Emily Perry
Atlanta,GA
Overview
3
3
years of professional experience
Work History
Associate Operations Manager
Marquee Insurance Group, LLC
11.2022 - 09.2023
- Team Lead overseeing 5 people within the Operations department to manage client requests throughout the policy term
- Maximized performance by assigning daily tasks to each individual
- Monitored key performance metrics to identify areas for improvement.
- Mitigated escalation calls to provide solutions and help retain client relationships
Processing Coordinator
Marquee Insurance Group, LLC
02.2022 - 11.2022
- Communicated with internal customer service team and underwriters to process endorsements
- Reviewed market guidelines to ensure accuracy of endorsement
- Provided mid-term endorsement quotes using internal rating system
- Maintained relationship with underwriter and kept market guidelines updated
Operations Specialist
Marquee Insurance Group, LLC
01.2021 - 02.2022
- Offered customer service to clients through a ticketed email system and phone queue
- Helped educate and advise clients on insurance coverages during the policy term
- Processed mid-term changes as needed on the clients policy
- Maintain client accounts by recording account information in an internal record keeping system
Education
Bachelors of Business Administration - Risk Management & Insurance
The University of Georgia Terry College of Business
Athens, GA05.2020
Associate of Arts - Business Administration
University of North Georgia
Watkinsville, GA05.2018
Skills
- Insurance industry knowledge and trends
- Insurance endorsement quoting
- Record Keeping and compliance
- Customer Satisfaction and Retention
- Problem-solving abilities
- Attention to detail
- Applied Epic Insurance Cloud Management System, NowCerts, Salesforce, Microsoft BI, Microsoft Office
Additional Information
- Property and Casualty Insurance License, State of Georgia, 2021
- Property and Casualty Insurance License, State of California, 2023
Timeline
Associate Operations Manager
Marquee Insurance Group, LLC
11.2022 - 09.2023
Processing Coordinator
Marquee Insurance Group, LLC
02.2022 - 11.2022
Operations Specialist
Marquee Insurance Group, LLC
01.2021 - 02.2022
Bachelors of Business Administration - Risk Management & Insurance
The University of Georgia Terry College of Business
Associate of Arts - Business Administration
University of North Georgia
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