A professional with many years of experience in the Personal and Commercial Insurance Industry. Proficient in Microsoft Word, Excel and the AMS360, Applied, Epic, and SalesForce Management systems. Experienced in paperless processing with excellent communication and interpersonal skills. Licensed insurance agent in Property and Casualty.
Responsibilities include coordinating with producers to accomplish retention and customer service goals of complex accounts; marketing new business and renewals; maintain relationships with account representatives and insureds; effective time management skills to meet and exceed goals; manage Global and Specie accounts, as well as all aspects of Commercial Lines
Responsibilities included marketing and rating of new business and renewals with 23 companies; worked directly with producers in all areas of Account Management, including conflict resolution with insureds; met with company representatives; trained new staff members
Responsibilities included managing all areas of Commercial Business, accounting, audits, endorsements, cancellations, complaint resolution; assisted policyholders in identifying areas of potential risk and coverage gaps
Responsibilities included managing all Personal and Commercial Lines; sold and serviced both lines of insurance, consistently achieving profit sharing goals while maintaining renewal business; reviewed coverage options, processed endorsements, handled all billing and claims