Lucy Holtzhouse

Manage client accounts by servicing policies, quoting new and renewal business, and resolving billing inquiries.

Provide coverage explanations and audit guidance to enhance client relationships.

Guide clients through audit processes, clarifying requirements and assisting with audit results and disputes.

Collaborate with underwriters to ensure accurate premium calculations and compliance adherence.

Oversaw portfolio of personal lines clients while serving as main contact for policyholder inquiries. Facilitated quoting of new and renewal business for various insurance lines including auto and home. Executed timely processing of endorsements, billing adjustments, and policy changes to optimize service delivery. Handled customer service requests with a commitment to accuracy, enhancing overall client retention.

Conducted telephone and direct mail premium audits for workers compensation to verify payroll classifications and exposures. Analyzed tax returns, quarterly reports, and payroll records to ensure premium accuracy. Prepared detailed audit reports and communicated findings to insureds, agents, and underwriting team. Resolved discrepancies through follow-up, enhancing audit accuracy and compliance. Managed large volumes of audits while delivering high-quality service within strict deadlines.