Melissa Brady
Glastonbury,CT
Summary
Detail-oriented insurance professional with experience managing renewals, endorsements, cancellations, and claims follow-up. Skilled in carrier quoting, market research, and billing issue resolution. Delivers responsive service that strengthens client relationships and supports retention.
Overview
1
1
Certification
12
12
years of professional experience
Work History
Group Insurance Account Manager
Risk Strategies
Glastonbury, Connecticut
02.2023 - 01.2024
Group Insurance Account Manager
May, Bonee & Clark
Glastonbury, Connecticut
01.2017 - 02.2023
- Quoted new business and remarketed accounts through agency carrier markets.
- Reviewed coverage details and explained options to insureds and prospects.
- Processed policy endorsements, renewals, and cancellations with carrier partners.
- Coordinated claims reporting and follow-up between clients and adjusters.
- Maintained accurate account files, forms, and policy documentation.
- Supported producers with client service, billing issues, and account servicing.
- Explained complex policy provisions to customers in a clear manner.
- Tracked financial metrics such as premiums paid, claims filed.
- Advised customers on risk management strategies tailored to their specific needs.
- Investigated discrepancies in billing statements and credit card charges.
- Reviewed existing policies to determine if changes were necessary.
- Analyzed statistical data related to insurance claims, costs, trends, and other factors.
- Conducted market research to identify potential opportunities for growth.
- Monitored industry trends and developments to assess their impact on company operations.
- Assessed customer needs and offered appropriate insurance products.
- Generated quotes for customers based on individual requirements.
- Ensured compliance with all applicable laws, regulations and standards.
- Resolved customer complaints regarding coverage or service issues.
- Maintained accurate records of client accounts and policy information.
- Established and maintained effective working relationships with vendors.
- Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
Administrative Assistant
May, Bonee & Walsh
Glastonbury, Connecticut
02.2012 - 01.2017
- Answered phones and directed calls to appropriate staff, ensuring efficient communication at May Bonee & Walsh.
- Assisted customers with inquiries and resolved complaints related to policy information, enhancing customer satisfaction.
- Developed strong client relationships by providing responsive and effective customer service.
- Supported insurance office operations with mail processing, forms, and document handling.
Education
Bachelor of Arts - Sociology And Anthropology
Manhattanville College
Purchase, NYSkills
- Insurance quoting
- Claims management
- Claims analysis
- Client servicing
- Billing resolution
- Customer retention
- Needs assessment
- Competitive analysis
- Attention to detail
- Issue resolution
- Task prioritization
- Critical thinking
- Document management
- Clear communication
Certification
- Certified Insurance Consultant- Accident & Health or Sickness, Life
- Insurance Producer- Accident & Health or Sickness, Credit, Life
Timeline
Group Insurance Account Manager
Risk Strategies
02.2023 - 01.2024
Group Insurance Account Manager
May, Bonee & Clark
01.2017 - 02.2023
Administrative Assistant
May, Bonee & Walsh
02.2012 - 01.2017
Bachelor of Arts - Sociology And Anthropology
Manhattanville College