I'm an experienced Insurance Broker with over 17 years of experience in Commercial Insurance. An organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
I'm accomplished in bringing in new customers and highly effective at creating and obtaining a good relationship with clients, earning their business and loyalty through attentive work.
I'm seeking to maintain a full time position where there is room to grow and achieve higher goals.
Management of day to day servicing of assigned book of business including but not limited to:
Keeping track of renewal dates and ensure policies are reviewed, updated, marketed in a timely manner.
Presenting renewal options to client and explaining detailed policy concepts in easy-to-understand terms.
Review insurance binders and policies for accuracy, and prepare confirmations of coverage and invoices to the client.
Manage the midterm policy changes on accounts and issue certificates and endorsements as needed.
Comply with audit requests and assist in obtaining any additional premium.
Timely and accurate reporting of claims which can include; reporting matters to applicable carriers, coordinate carrier communication, evaluation of coverage and guidance to insured throughout the claim process.