Kelly Seymour

• Support the Account Management Team with all premium related tasks
• Act as a liaison between the Account Management and Premium Department
• · Monitor the Pending Premium Report
• Manage the monthly invoice log to ensure all rates and contacts are up to date, send out invoices on a monthly basis.
• Monitor the timeliness of premium payments, reach out on past due premiums.
• Manage all over/ under payments.
• Contacted proper individuals when issues required escalation.
• Managed client relationships by providing timely responses to inquiries.
• Communicate and coordinate Premium related requests from the client, TPA, or broker professionally and promptly.
• Help to guide the AM Team in handling difficult or complex Premium problems.
• Worked to develop new processes to improve accuracy of invoicing and accounts receivable tracking.
• Completed day-to-day duties accurately and efficiently.
• Coordinated with other supervisors, combining group efforts to achieve goals.
• Answered Premium related calls to assist with client and broker questions and concerns.
• Prioritized and organized tasks to efficiently accomplish service goals.

* Plan, prioritize and complete day-to-day workload for the team

* Prepare all incoming mail for deposit

* Initiate and process all wires and deposits

* Record all incoming money in a monthly log to ensure accurate tracking of all incoming funds

* Assure requirements of all carriers are met with premium processing

* Prepare, audit and process monthly sales, carrier and broker commission workbooks

* Assist Account Management with coordination and resolution of all premium issues

* Assist in building policy renewals as well as new Stealth groups in our premium files so that we are able to process payment accurately

* Manage report which assists in premium processing alongside account management

* Working alongside the SLIS team to develop a process with AmLINK and Legacy SLIS cases

* Support event planner with pre-event operational planning, client management, and clerical support

* Facilitate the setting up and executing of event

* Coordinate day of logistics

* Coordinate pre-event details

* Provide excellent customer services

* Greet customers and present menus

* Make suggestions based on the guests prefererances

* Maintains dining ambiance with an enthusiastic attitude

* Take and serve food/drink orders

* Serves orders by picking up and delivering patrons' choices from bar and kitchen

* Maintains table setting by removing courses as completed, repleneshing utensils, refilling water glasses and being alert to guests needs

* Concludes dining experience by acknowledging choice of restaurant and inviting guests to return

* Obtains revenues by totalling charges and processing payment