Nadine Schlagk
Cape Coral,FL
Summary
Analytical, ambitious and accomplished professional with over ten years of progressive experience in the insurance field. Knowledgeable in both commercial and personal lines insurance policies, risk analysis, and creating new and lasting professional customer relationships. Effective written and verbal communication skills. Organizational Leadership. Well-versed in portfolio management and retention over 15 years in role. Implements sales programs and initiatives to drive revenue and bring value to team.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Client Service Manager
Arthur J. Gallagher Risk Management Services Inc.
07.2022 - Current
- High quality and efficient service to both internal and external clients through day-to-day account management
- Contributed to to key business outcomes such as client satisfaction, client retention, enhancing value to clients and prospects
- Enhanced client satisfaction by addressing concerns and providing timely solutions
- Managed multiple renewal projects simultaneously, ensuring timely completion and high-quality outcomes
- Developed customized business insurance programs tailored to individual client needs, resulting in increased retention rates.
- Identified new business opportunities through proactive market analysis and engagement with potential clients
- Nurtured long-term relationships with clients, fostering loyalty and business growth opportunities
- Increased accuracy of insurance information by establishing strong relationships with insurance providers
- Expedited insurance claim processing by accurately verifying insurance coverage and submitting necessary documentation.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues related to commercial insurance policies
- Maintained a high level of professionalism and ethics, adhering to all applicable regulations and industry standards
- Managed an aviation and a diverse book of commercial accounts across various industries, adapting strategies based on unique client requirements and market condition
- Paid attention to detail while completing assignments/renewal submissions
- Proved successful working within tight deadlines and a fast-paced environment.
- Collaborated with back-office team members to facilitate seamless business execution.
- Analyzed customer needs to provide customized insurance solutions.
- Negotiated favorable terms with carriers on behalf of clients, securing optimal coverage at competitive rates.
- Contributed to the overall success of the agency by continuously identifying opportunities for process improvement and implementing best practices in account management.
- Participated in industry events to stay current on market trends and emerging risks affecting commercial lines clientele.
- Delivered exceptional customer service, resolving complex policy issues and received exceptional client feedback
- Generate yearly forecast analysis report and monthly commission reports for upper management using software such as EPIC and Microsoft Office
Commercial Lines Senior Account Manager
Coaching Financial Concepts, Inc
08.2012 - 07.2022
- Manage property and casualty lines of insurance exposure experience, working directly with clients on a daily policy management, renewal preparation, coverage review, billing, changes, and claims issues
- Management and execution of a variety of customer service and value-added service requests and inquiries such as policy administration and insurance placement, billing activity, claim administration, contract review for insurability, review policy forms and endorsements, review audits, identify errors and facilitate corrective actions, certificates of insurances; evidences of property; and cancellation and reinstatements
- Select company that offers type of coverage requested by client to underwriter policy
- Prepared proposal spreadsheets for client meetings and work closely with the producer for analysis of market strategy
- Manage/service book of business while building, expanding, and solidifying client relationships
- Customize and analyze insurance programs to suit individual customers needs, often covering a variety of risks
- Prepare renewal marketing submissions in accordance with renewal timelines
- Consistently recognized by management for providing superior service and having impeccable follow up
- Plan and oversee incorporation of insurance program into company bookkeeping system and implement department changes based on industry modifications
- Maintain client data integrity, through regular maintenance assignments
- Demonstrated ability to lead complex underwriting assignments
- Build and manage client relationships with more than 10 carriers, plus surplus lines
- Assist in cross-sell and rounding of accounts
- Generate yearly forecast analysis report and monthly commission reports for upper management using software such as TAM, Agency Matrix, Excel, PowerPoint, and QuickBooks.
Accounting Office Manager
Accounting Specialists International, Inc
01.2010 - 06.2012
- Maintain client data integrity through regular maintenance and oversight of updates of applications, schedules, etc
- Managed accounts payable and receivable, ensuring timely processing of invoices and payments
- Streamlined office operations for increased efficiency and productivity through process improvements
- Performed personal bookkeeping services; prepared and reviewed federal and state income taxes for individuals, businesses, and non-residents
- Book keeping, included general ledger, accounts receivable, accounts payable, tax forms and prepared monthly, quarterly income statements
- Calculated, prepared and issued bills, invoices, account statements and other financial statements according to established procedures
- Monthly invoicing and collections
- Prepared internal memorandum, written correspondence/guidance, private letter rulings and other documents for submission to Internal Revenue Service
- Trained staff, prepared and presented reviews and evaluations of quality of work
- Managed multiple clients, budgets, production goals and data processing
- Ordered office supplies, maintain inventory
- Handled phone calls and inquiries professionally, directing callers to appropriate departments as needed.
Customer Service Representative & Assistant Office Manager
Gary L. Green State Farm
05.2005 - 06.2010
- Sold various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property insurance or specialized policies such as marine and farm
- Handled customer inquiries and suggestions courteously and professionally
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
- Decreased lapse ratio from 75% to 25% by executing a consistent organizational system that management clients payments and to follow-up
- Performed administrative tasks, such as maintaining records and handling policy renewals
- Sold various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property insurance or specialized policies such as marine and farm
- Marketing the company brand name
- Offered clients comprehensive financial planning for their individual needs
- In the event of a loss, helped policyholders settle insurance claims
- Set goals and deadlines for property and casualty department
Education
Master of Business Administration in General Management -
Westwood College
Hare, IL07.2015
Bachelor of Science in Business Administration, Marketing Management -
Southwest Florida College
Fort Myers, FL03.2009
Associates of Science in Business Administration, Marketing Management -
Southwest Florida College
Fort Myers, FL03.2007
Skills
- Client Prospecting
- Service-Oriented
- Records Maintenance
- Policy Renewals
- Insurance Coverage Verification
- Underwriter Collaboration
- Verbal and Written Communication
- Service Oriented
- Time Management
- Binder Coverage
- Insurance Customization
- Policyholder Communication
- Client Relationship Building
- Customer Relations
- Exceptional communication
- Resource referrals
- Account Management
- Cross-Functional Teamwork
- Deadline-oriented
Certification
- Property & Casualty Licensee (2-20 and 4-40)
- Commercial Lines Specialist, CLCS
Languages
German
Full Professional
Timeline
Client Service Manager
Arthur J. Gallagher Risk Management Services Inc.
07.2022 - Current
Commercial Lines Senior Account Manager
Coaching Financial Concepts, Inc
08.2012 - 07.2022
Accounting Office Manager
Accounting Specialists International, Inc
01.2010 - 06.2012
Customer Service Representative & Assistant Office Manager
Gary L. Green State Farm
05.2005 - 06.2010
Master of Business Administration in General Management -
Westwood College
Bachelor of Science in Business Administration, Marketing Management -
Southwest Florida College
Associates of Science in Business Administration, Marketing Management -
Southwest Florida College
- Property & Casualty Licensee (2-20 and 4-40)
- Commercial Lines Specialist, CLCS
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