Kristine Pappas

• Serviced middle market construction accounts
• Issued certificates of insurance
• Renewal processing
• Direct and agency billed accounts
• Sagitta and Image Right Agent Management Systems

•Underwriter for a specialty program that insures cosmetic manufacturers and distributors.

•Point of contact for all client inquiries

•Client phone calls/face-to-face meetings

All billing inquiries, including agency billing, and direct billing

•Certificates of insurance

•Maintain client renewals and expiration list

•Securing new policies as needed

•Record keeping and documenting client files

• Company Overview: Insurance company offering a wide selection of both commercial and personal services.
• Obtain and bind new business and renewal quotes
• Manage commercial lines construction accounts
• Thoroughly maintain all account documentation and expiration records
• Obtain wholesale accounts with renewal quotes for excess and surplus lines
• Establish follow ups for correspondence between clients and carriers; following up with endorsements sent to clients
• Answer and process all incoming calls, mail, paperwork and email requests for client accounts
• Prepare all billings and invoices for agency bill accounts
• Achievements/Tasks

• Company Overview: Insurance company offering a wide selection of both commercial and personal services.
• Managed Personal Lines Accounts; Prepared renewal and new business applications
• Prepared billing and invoices for direct and agency billed accounts
• Obtained, reviewed and bound new business & renewal quotes; Request and followed up with endorsements sent to clients
• Maintained expiration records and processed all incoming paperwork, mail, and documentation for client accounts
• Achievements/Tasks

• Company Overview: Insurance company offering a wide selection of both commercial and personal services.
• Assisted with direct and agency billing
• Processed incoming paperwork and mail
• Generated Certificates of insurance for accounts
• Entered updated data for renewals
• Sent renewal policies and endorsements to clients
• Achievements/Tasks

• Company Overview: Insurance company offering a wide selection of both commercial and personal services.
• Field Client questions/concerns regarding claims
• Act as a mediator between the client and carrier
• Take claim details and prepare first report of loss and gather corresponding documentation
• Follow up for claim closings and other correspondence
• Keep thorough records and documented our claim file throughout the claim process
• Achievements/Tasks

• Company Overview: Insurance company offering a wide selection of both commercial and personal services.
• Answer Phones and forward calls
• Scanned/processed mail and paperwork
• Booked appointments with clients
• Processed direct billing documents and payments
• Maintain excellent client communication and customer service practices
• Achievements/Tasks