Lola Conner
Summary
Results-driven professional with 8 years of experience in insurance administration and front desk account management. Known for accuracy and attention to detail, successfully processed endorsements and reconciled policy discrepancies to enhance the customers satisfaction and retention.
Exceptional adaptability with technology systems. Skilled in managing documentation and coordinating communications, ensuring client expectations are met and exceeded.
Work History
Commercial Lines Account Coordinator
8 Years 6 Months- Processing and closing out end of term audit and inspection reports insuring costumer completes or marked non-compliant.
- Follow up with carrier or broker underwriters on time sensitive endorsement request or corrections.
- Cancelling or Reinstating policies to insure Epic Systems are current and accurate.
- Confirming required coverage and creating certificate of insurance with requested forms.
- Updating policy information with finance companies.
- Answering phones and processing payments, auto draft and billing schedules.
- Processing policy renewal marketing submissions.
- Assisted the CL in managing priority tasks effectively. Supported projects by prioritizing essential tasks. Collaborated with team members to address critical task requirements.
- Coordinated client communications to ensure timely and accurate project updates.
Education
Medical Administration - Medical Administration
Skills
Accomplishments
In 2024 I was promoted to Commercial Lines Account Coordinator. Prior to I worked the front desk providing exceptional customer service and being the face of the business. While processing and reconciling billing issues, auto drafts, cancellations and scheduling agent appointments, I took on new task of an CLAC processing endorsements, certificates of insurance and cross referencing policies to correct discrepancies.