
Dynamic New Business Client Services Manager with a focus on effective communication, customer relationship management, and compliance knowledge. Proven ability to resolve inquiries and maintain accurate records, ensuring client satisfaction and regulatory adherence.
Review each issuance to ensure underwriting guidelines or for compliance purposes.
Processed new lines of business in Epic.
Processed applications and obtained signatures and payment information from applicants.
Issued new policies on effective date and prepared policy documents for insured.
Coordinated with lenders to confirm necessary documents were ready for insureds closing.
Collaborated with producers to ensure accurate processing of all new business.