Marguerite Manker

DATA ORGANIZATION, MANAGEMENT & ANALYSIS

• Expanded and improved existing system to produce all quotes, invoices, documents and management reports.
• Helped take program from all-manual processes to almost full automation.
• Used Excel to create analytic tools including carrier reports and quoting spreadsheets for multiple location accounts, increasing Underwriter efficiency and timely quote turn-around.
• Master Renewal Quoting spreadsheet, including all rating formulas as well as percent +/- current year versus projected renewal, per line of coverage. Increased underwriting efficiency so that three Underwriters were able to quote, bind and invoice up to 1,300 accounts with total of more than 3,500 locations.

PROJECT MANAGEMENT & DELEGATION

• Managed entire annual program renewal process, including timeline spreadsheets, team assignments, weekly group meetings as well as troubleshooting any issues and processing adjustments.

• Prepared files for carrier audits.

SALES SUPPORT, RESEARCH & COLLABORATIVE TEAMWORK

• Collaborated closely with executive leadership to align department goals with overall company objectives, resulting in stronger organizational cohesion, including daily and/or weekly meetings.

• Participated in hiring and training of team members.

• Created new training tools, including tracking methods and internal audits, Underwriting Guidelines and Inspection Guidelines to assist team members in increasing record accuracy, accountability and consistency.
• Established universal file set-up protocol, facilitating data searches and reporting.

CUSTOMER SERVICE, PROBLEM-SOLVING

• Fostered strong relationships with key clients, leading to repeat business and a significant increase in customer satisfaction.
• Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
• Negotiated price and service with customers and vendors to decrease expenses and increase profits.
• Negotiated retention of $5 and $10 Million Excess Property coverage, renewal 2018-19.

• Streamlined preparation processes, resulting in consistent product and reliable deliveries.
• Continuously researched and amended recipes, maintaining client's reputation for high-quality desserts.
• Created custom desserts for special events such as weddings or parties, exceeding client expectations every time.
• Managed ordering of ingredients from suppliers while maintaining relationships for optimal pricing and product quality.
• Maintained detailed production schedule.
• Excelled at preparation tasks under pressure.