Lauren Fetzer

• Provide risk assessments, understand loss trends, determine the acceptability of insurance risks and adjust rates to ensure our pricing aligns with the exposure.

• Business development and broker management: utilize and develop personal and business relationships with P&C insurance brokers and producers to produce new account opportunities and retain existing accounts.

• Round out accounts to be consistent with our insurable wealth strategy (cross-sell).

• Research agency, district and market data to identify business trends and opportunities for profitable growth.

• Adhere to underwriting guidelines and authority statements.

• Assist in quarterly audits.

• Support the training of new hires when needed.

Organized and facilitate Masterpiece training for new hires and experienced hires for all departments within PRS Operations

Worked directly with Premier Underwriters/Managers to acquire and retain Premier and Family Office accounts.

Receive, respond and resolve policy inquiries over the phone and via email.

· Contacted new and existing customers to discuss how their needs could be met with specific products and services.

· Negotiated prices, terms of sales and service agreements.

· Responded to all customer inquiries in a timely and professional manner.

· Maintained detailed account records using Metalware, Monarch and Compleo software.

· Purchased metal from approved reputable suppliers.

· Scheduled weekly stock replenishing shipments to consignment customers based on projected forecasts.

· Performed rollups and inventory updates.

· Researched and compared competitive information within the aluminum industry.

· Assisted with credits, nonpayment, material inspections and claims processing.

· Prepared correspondence for aluminum specifications to both vendors and customers as needed.

• Provided a variety of administrative, and clerical duties for the President of the Company.