Kayley Oshan

• Attended weekly meetings with production and support staff to go over strategies for renewal and new business opportunities.
• Communicated with retail agents and underwriters in an effort to secure the best coverage terms and pricing for insureds.
• Onboarded, trained, and managed support staff bringing them up to date on the latest technology and team protocols.
• Corresponded with leadership team on market changes and challenges, and was responsible for updating teammates with critical success information.

• Built and strengthened relationships with new and existing retail agents and underwriters to drive revenue growth and account retention.
• Set up renewal account submissions and was involved in the marketing process until binding.
• Organized networking events with underwriters and retail agents.
• Led team renewal meetings and made sure all accounts were up to date with accurate information and timelines.
• Used carrier online portals to obtain quotes for small business and Difference in Conditions quotations.

Qualified leads, built relationships, and executed sales strategies to drive new business.

• Processed account inquiries on a day to day bases, including policy changes & endorsements.
• Resolved issues promptly to drive satisfaction and enhance customer service.
• Prepared client databases and set up meetings in an effort to collect information about potential clients and accuracy of updated records.
• Learned about market appetite and shared/layered account approach.

• Trained to learn all aspects of commercial property insurance, technicalities, policy language, and document formatting.
• Composed Quotes and binders to send to retail agents.
• Processed endorsement requests and checked policies for accuracy.
• Handled Surplus Lines Filings and internal company audits.
• Studied and became efficient in all microsoft office programs that were used on a daily basis to create documents and keep track of team accounts (including outlook, Excel, Microsoft Word, and PowerPoint.