Lisa DeWitt

• Daily servicing/maintenance of assigned book of business.
• Responsible for day to day service for assigned clients such as new business, renewals, changes in coverage, terminations, billing issues and claim issues.
• Work effectively with the client & insurer to secure the strongest possible renewal in order to satisfy the client and retain the account
• Issue binders, policy certificates, proof of insurance, vehicle ID cards, etc.
• Invoice
• Complete & update applications
• Order and review loss runs, motor vehicle reports and WC experience mods.
• Prepare Renewal and New Business Proposals
• Bind coverages

Job functions- same as at Associates of Glens Falls

• Completed pre- and post-trip bus inspections for safe students transportation.
• Operated bus and navigation equipment in alignment with company safety, DOT, and local traffic standards and regulations.
• Adhered to scheduled routes and accomplished timely drop-offs and pick-ups to comply with preset route criteria.
• Maintained a clean and sanitary bus interior by regularly inspecting for cleanliness, removing trash, and reporting necessary repairs to management.
• During the Summer of 2019, I transported special needs children to their appropriate schools.

Same as above for Account Manager description