Hi, I’m
Kathy Ann Boker
Santa Fe,TX
Summary
Experienced professional with 38 years in the Property and Casualty Insurance Industry successfully managing clients with that knowledge, Texas Charm and a warm smile. Throughout this 38-year career having consistently looked for ways to improve efficiency and productivity. an excellent working relationship with peers, superiors, agents and clients. In addition, to strong computer and rating skills, working independently, making decisions within authority. Very service oriented, striving to provide the best service possible for clients. Resourceful Specialist offering expertise in problem-solving, and customer service. Adept at quickly learning new technologies and processes for driving success. Proven track record of successfully managing multiple projects and developing innovative solutions.
Overview
39
years of professional experience
1
Certification
Work History
Highpoint Insurance Group LLC
365 Sr. Specialist, Coordinator
06.2018 - Current
Job overview
- Account Manager: Handle day to day servicing needs of clients.
- Requesting policy changes, processing of endorsements, agency data entry, cancellation, reinstatements, audits, answering insurance questions, billing questions, etc.
- I handle reporting of all claims from beginning to closure.
- Currently, handling large to complex accounts with no assistance
- Customer Satisfaction is my number one priority! Train employees on Checking General Liability, Workers Compensation, Automobile and Inland Marine policies for accuracy.
- Train employees on final audits, General Liability, Workers Compensation, Automobile and Inland Marine
- As Coordinator: I created submissions, marketed accounts to carriers, created proposals for delivery to Producer on larger accounts, smaller accounts I would submit directly to client.
- Developed strong client relationships through consistent communication and attentive service.
- Collaborated with cross-functional teams to achieve project goals on time.
- Improved customer satisfaction through proactive problem-solving and efficient complaint resolution.
- Followed all company policies and procedures to deliver quality work.
- Assisted with staff training to enforce quality.
Arthur J Gallagher fka Victory Insurance
Supervisor, Client Specialist
07.2009 - 06.2018
Job overview
- Supervisor: Select, hire and train unit employees
- As Client Specialist- Customer focus was top priority requiring extensive daily communication with Carriers, Brokers and Clients
- Agency Data Entry; Market Submissions, Issue Certificates; Review Policies for Accuracy, Invoicing New & Renewal Business, Endorsements, Cancellations, Reinstatements.
- Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
Markel Corporation
Underwriting Assistant
01.2008 - 01.2009
Job overview
- Review Applications from Brokers and Agents; Prepare and Submit Quotes, Issue and endorse Policies
- Invoicing New & Renewal Business, Endorsements, Cancellations, Reinstatements.
- Ensured timely completion of policy renewals, contributing to higher client retention rates.
- Supported team members in meeting departmental performance goals through effective collaboration and communication.
- Enhanced overall productivity by maintaining organized files and ensuring accurate record-keeping for all accounts.
- Provided prompt customer service to agents, and brokers, resolving issues quickly and professionally.
Aon Risk Services
Sr Client Specialist
06.2004 - 12.2008
Job overview
- Quality review of all Large Complex Commercial policies, audits and endorsements for accuracy utilizing backup documents: applications, quotes, proposals, expired policies, and endorsements.
- Contact responsible parties: Carriers, agents and underwriters requesting corrections when required. Mentor to and quality review work processed by co-workers daily. Work closely with all co-workers and staff to ensure departmental goals are met. Backup Assistant Director during absence distributing work and aiding as needed.
Fairmont Specialty aka Ranger Insurance
Premium Auditor, Business Analyst, Rating Supervisor
10.1985 - 06.2004
Job overview
- Audit Analyst-Review, process and book Ranger audits within 2 days from receipt of audit.
- Assist audit manager in producing audit survey letters, mailing and reviewing voluntary audits, audit assignments and monitoring third party vendors for status.
- Assist Marketing as needed for special projects.
- Continue to maintain Ranger Insurance Services, Inc
- Agent files-contracts, licensing
- Business Analyst-Specialized in special projects involving systems department, including, but not limited to: Worked in the development of software in creation of 'Oasis', stand-alone rating/claims/accounting/management system.
- Served as liaison between users and programmers.
- Develop rating algorithms, design screen view (frames) Develop and provide weekly reports to project manager.
- Provide training to business analyst on system usage and development.
- Rating Supervisor: Select, hire and train unit employees.
- Train staff on commercial property and casualty insurance (Commercial Property, Automobile, General Liability, Inland Marine & Crime lines of insurance) Provide leadership and work guidance to employees.
- Monitor and control daily activities of personnel to ensure unit objectives are met.
- Establish and document unit procedures, including implementing standards of performance feedback to unit personnel, including complete performance reviews, making salary recommendations, and conducting performance counseling, work closely with Underwriting Staff to facilitate workflow and resolve related problems.
- Participate in special projects as requested and needed by management.
Education
College of The Mainland, Texas City, TX
GED
1988
Skills
- Quality Assurance
- Customer Relations
- Reliability
- Team Collaboration
- Relationship Building
- Proficient AMS, Image Right
Personal Information
Date of Birth: 04/09/56
Certification
CRIS
Timeline
365 Sr. Specialist, Coordinator
Highpoint Insurance Group LLC
06.2018 - Current
Supervisor, Client Specialist
Arthur J Gallagher fka Victory Insurance
07.2009 - 06.2018
Underwriting Assistant
Markel Corporation
01.2008 - 01.2009
Sr Client Specialist
Aon Risk Services
06.2004 - 12.2008
Premium Auditor, Business Analyst, Rating Supervisor
Fairmont Specialty aka Ranger Insurance
10.1985 - 06.2004
College of The Mainland
GED
CRIS
Similar Profiles
Amber AllisonAmber Allison
Sr. Account Executive at Highpoint Insurance Group, LLCSr. Account Executive at Highpoint Insurance Group, LLC
Stoney DorlStoney Dorl
Concrete Foreman at Highpoint Partners LLC.Concrete Foreman at Highpoint Partners LLC.
Mihir ShelkeMihir Shelke
Clinical Sas Programmer at Highpoint Standards, LLCClinical Sas Programmer at Highpoint Standards, LLC