Summary
Overview
Work History
Education
Skills
Timeline
Generic

Francis McNamara

Carver,MA

Summary

Dynamic Client Consultant at Patra Corporation with a proven track record in relationship management and strategic planning. Enhanced client retention through exceptional service and creative problem-solving. Skilled in aligning client objectives with business development initiatives, driving revenue growth while fostering team collaboration and mentoring junior consultants for professional success.

Overview

17
17
years of professional experience

Work History

Client Consultant

Patra Corporation
07.2022 - Current
  • Developed strong relationships with clients, leading to increased repeat business and referrals.
  • Delivered exceptional customer service, resulting in numerous positive testimonials and a high client retention rate.
  • Assisted in creation of syndicated and consulting proposals.
  • Aligned client objectives with strategic initiatives for long-term success through comprehensive planning sessions.
  • Applied and designed unique solutions using available resources to address client needs.
  • Streamlined internal processes to improve overall efficiency and better serve clients.
  • Mentored junior consultants, sharing knowledge and best practices while encouraging professional growth within the team.
  • Devised creative problem-solving techniques, addressing complex client challenges and delivering workable solutions.
  • Fostered a positive work environment within the team, promoting open communication and encouraging collaboration towards shared goals.

Technical Specialist

Quincy Mutual Group
02.2020 - 07.2022
  • Identify, research, build and implement systems, and processes to drive efficiency gains
  • Test and resolve system upgrade issues
  • Manage implementation of new systems, from CBA's, to build, to testing, to improvements
  • Resolve system errors by working with IT and outside vendor resources
  • Continually identify and manage vendor relationships that work towards company goals
  • Manage Loss Control for both Quincy Mutual and its subsidiary Patrons Oxford
  • Optimized resource allocation by prioritizing high-risk areas based on historical accident data analysis.

Assistant Underwriter

Quincy Mutual Group
09.2015 - 02.2020
  • Provided high level of assistance to help with review, classification, coding, and rating of applications.
  • Responded to customer requests via telephone and email and effectively answered questions and inquiries.
  • Copied, logged and scanned supporting documentation and placed all information in client files.
  • Verified data integrity and accuracy.
  • Entered payments, account information and call logs into Software system.
  • Controlled loss by assessing risk, conducting system analysis, and recommending policy solutions.
  • Monitored underwriting teams' performance and provided mentoring to achieve personal and department production goals.
  • Met with customers, agents and brokers to negotiate coverage, price, and service delivery.
  • Enhanced underwriting efficiency by streamlining processes and implementing best practices.
  • Collaborated with cross-functional teams to develop innovative insurance products tailored to specific market segments.

Auto Claims Representative

Quincy Mutual Group
11.2013 - 09.2015
  • Provided exceptional customer service, addressing inquiries and concerns promptly and professionally.
  • Demonstrated adaptability by adjusting quickly to changes in systems or procedures within the organization.
  • Managed multiple claims simultaneously while maintaining organization and attention to detail.
  • Negotiated fair settlements with claimants, maintaining company''s reputation and financial stability.
  • Increased customer satisfaction by efficiently handling auto claims and providing timely updates.
  • Reduced claim resolution time by effectively managing workload and prioritizing urgent cases.
  • Assisted clients in understanding their policy coverage, fostering trust and confidence in the company.
  • Conducted thorough investigations of accidents, ensuring accurate determination of liability and coverage.
  • Coordinated with repair shops and rental agencies for prompt vehicle assistance to clients during the claim process.

Customer Service Representative

Quincy Mutual Group
12.2012 - 11.2013
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.

Front Desk Receptionist

Quincy Mutual
09.2012 - 12.2012
  • Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
  • Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
  • Scheduled, coordinated and confirmed appointments and meetings.
  • Delivered outstanding first impressions by warmly greeting visitors upon arrival at the front desk.
  • Collected room deposits, fees, and payments.
  • Managed high-volume phone calls, directing inquiries to appropriate personnel for prompt resolution.

EMT-Basic

Lifeline Ambulance Service Inc.
01.2012 - 12.2012
  • Evaluated patient vital signs and status to determine care needs using pulse oximeters and electronic vital sign machines.
  • Communicated with patients about pain, comfort, and needs during transportation and preliminary medical care.
  • Evaluated patient histories to assess and prioritize levels of care.
  • Controlled wounds and injuries en-route to hospitals, prepping patients for advanced treatments or maintaining conditions pre-arrival.
  • Maintained levelheadedness and efficiency in high-pressure situations, effectively prioritizing tasks to save lives and provide medical care.
  • Developed and maintained rapport with coworkers and local hospital staff to facilitate efficient patient care.
  • Maintained accurate patient records and documentation of treatments to enable tracking history and safeguard information.

Service Clerk

Enterprise Rent-A-Car
09.2008 - 09.2012
  • Assisted customers by familarizing them with the vehicles and their features
  • Maintaining a fleet of 500+ vehicles keeping up with maintenance and keeping them clean and organized
  • Selling insurance and other programs offered by Enterprise

Education

CPCU -

Insurance Library
Boston, MA

Associate Of Applied Business - Business Administration And Management

Middlesex Community College
Bedford, MA

EMT - EMT

EMS Academy
Woburn, MA

Skills

  • Relationship management
  • Customer support
  • Client relations
  • Meeting deadlines
  • Sales strategies
  • Problem-solving
  • Problem-solving abilities
  • Multitasking Abilities
  • Customer satisfaction
  • Team collaboration
  • Relationship building
  • Strategic planning
  • Product demonstration
  • Revenue growth
  • Business development

Timeline

Client Consultant

Patra Corporation
07.2022 - Current

Technical Specialist

Quincy Mutual Group
02.2020 - 07.2022

Assistant Underwriter

Quincy Mutual Group
09.2015 - 02.2020

Auto Claims Representative

Quincy Mutual Group
11.2013 - 09.2015

Customer Service Representative

Quincy Mutual Group
12.2012 - 11.2013

Front Desk Receptionist

Quincy Mutual
09.2012 - 12.2012

EMT-Basic

Lifeline Ambulance Service Inc.
01.2012 - 12.2012

Service Clerk

Enterprise Rent-A-Car
09.2008 - 09.2012

CPCU -

Insurance Library

Associate Of Applied Business - Business Administration And Management

Middlesex Community College

EMT - EMT

EMS Academy

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Francis McNamara