Kneesa Fitzpatrick
Willingboro
Summary
Experienced and dedicated professional with a strong background in property and casualty insurance. Offers 5 years of valuable expertise. Demonstrates ability to thrive in fast-paced environments, consistently delivering exceptional support. Skilled in managing multiple projects simultaneously and effectively prioritizing tasks to ensure timely completion.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Technical Account Manager
Procore
02.2023 - 12.2024
- Built relationships with customers to promote long term business growth.
- Analyzed customer needs to provide customized insurance solutions.
- Bill premiums on or before effective date of coverage and set up monthly billing.
- Educated clients on insurance policies and procedures.
- Policy checking.
- Issue certificates, Renewal certificates and set up templates.
- Issued Auto ID cards.
- Corresponded with carriers regarding renewals, policy changes, and coverage questions.
- Composed renewal coverage spreadsheets and renewal presentations.
- Processed endorsements.
- Input customer data into company program.
Account Manager
NFP
09.2022 - 02.2023
- Asked appropriate open-ended questions to discover customers' needs and requirements.
- Coordinated meetings, calls and demos for account management team.
- Updated internal databases with account information to maintain concise, clear records.
- Prepared, filed and retrieved sales-related documents such as contracts.
- Analyzed invoices to detect discrepancies, duplicate payments and overpayments.
- Escalated issues to appropriate channels as necessary.
- Processing of certificates, evidence of property, auto ID cards, agency billing, change request, endorsements, proposals etc.
- Collaborate with carriers for renewals and policy extensions.
- Obtain loss runs and other updated data from insured for renewals.
Account Coordinator/Manager
AssuredPartners
12.2019 - 09.2022
- Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken
- Mid-Term Policy Changes
- Issue Certificates, Evidence of Properties, and Auto ID cards
- Process NOIC's and reinstatements from carrier
- Pull/Process endorsements, policies, audits etc.
- Assist in obtaining renewal information (ex. Updated payrolls, Drivers list, Loss runs, Carrier renewal requirements)
- Invoice and bind policies
- Experience with Outlook, Word, Excel and Epic
- Effective communication with clients, team and carriers
- Correspond with carrier and insureds regarding endorsements, audit disputes, coverage/billing questions etc.
- Answer telephones and direct calls to appropriate staff.
OFFICE ASSISTANT/SURGICAL TECHNOLOGIST
Mehta Bariatric Center
04.2019 - 12.2019
- Answer telephones and direct calls to appropriate staff
- Schedule and confirm patient diagnostic appointments,surgeries, or medical consultations
- Greet visitors, ascertain purpose of visit, and direct themto appropriate staff
- Maintain a proper sterile field during surgical procedures
- Count sponges, needles, and instruments before and afteroperation
- Hand instruments and supplies to surgeons and surgeons'assistants, hold retractors and cut sutures, and performother tasks as directed by surgeon during operation.
Sales Manager
Carters Inc
08.2018 - 04.2019
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
- Assisted in driving sales through targeted product presentation and merchandising.
- Trained team members in successful strategies to meet operational and sales targets.
- Maintained company's visual merchandise standards through general housekeeping and planograms.
- Exceeded targets by building, directing and motivating high-performing sales team.
- Answered product questions with up-to-date knowledge of sales and store promotions.
Surgical Technologist
Capital Health Medical Center
05.2017 - 08.2018
- Managed operating room setup by cleaning and sterilizing instruments and surfaces, maintaining supply inventories and organizing surgical tools.
- Delivered exemplary assistance and support to surgeons during general, gynecological, orthopedic, neurological and plastic surgery procedures.
- Sterilized instruments and disposed of medical supplies and waste following OSHA guidelines.
- Operated, adjusted and monitored diagnostic equipment and other machines used during procedures.
- Worked with vendors for speedy procurement of services and equipment.
- Evaluated procedure needs and purchased equipment and tools for procedures.
Education
High School Diploma -
Pemberton Township High School
Pemberton, NJSTAR - Surgical Technology Surgical Technology
CAREER ACADEMY
PEMBERTON, NJSkills
- Email Etiquette
- Problem Solving Skills
- Epic
- Multi-Line Phone Systems
- Property and Casualty Insurance License
- Adobe PDF
- Excel
- Billing
- Microsoft office and Google workspace
- Construction
Certification
Property & Casualty License
Contact
Willingboro, NJ 08046
Education
Pemberton, NJ
Personal Information
Title: Senior Account Coordinator
Timeline
Technical Account Manager
Procore
02.2023 - 12.2024
Account Manager
NFP
09.2022 - 02.2023
Account Coordinator/Manager
AssuredPartners
12.2019 - 09.2022
OFFICE ASSISTANT/SURGICAL TECHNOLOGIST
Mehta Bariatric Center
04.2019 - 12.2019
Sales Manager
Carters Inc
08.2018 - 04.2019
Surgical Technologist
Capital Health Medical Center
05.2017 - 08.2018
STAR - Surgical Technology Surgical Technology
CAREER ACADEMY
Property & Casualty License
High School Diploma -
Pemberton Township High School
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