Pat Funderburk-Black

• Assessed quality control issues, process and identified solutions.
• Identified safety hazards, and confirmation of compliance per policy coverage, assisting with implementing measures to reduce risk.
• Analyzed inspection reports and generated reports detailing findings.
• Maintained detailed documentation of all inspection processes, procedures and results.
• Communicated effectively with broker team regarding recommendations, discrepancies and improvements.
• Completed day-to-day duties accurately and efficiently.

* Partner with producers to support the servicing of their accounts. Marketing efforts, Account Marketing Summary. Quote, binding, and invoicing accounts, in addition to policy issuance.

* Grows revenue by successfully counseling clients on additional lines and services.

* Process applications, cancellations, reinstatements, endorsements, and other related policy activities.

* Handles direct sales opportunities from consumer inbound inquiries, including the development and delivery of sales proposals.

* Communicates with clients via phone and email in a prompt and efficient manner.

* Ensures that complete and accurate client, policy data, and documents are maintained.

* Ensures full client satisfaction by offering options, resolving problems, and initiating timely follow-up.

* Provide clear and effective communication with clients, internal teams, and underwriting.

* Responds to client/retailer requests for policy changes, billing inquiries, and verification of coverage, cancellations, audits and premium finance.

* Maintains follow-up and suspense files on outstanding orders, correspondence, claims, renewal expirations, and follows up on overdue and suspense items.

* Checks new and renewal policies, and endorsements for accuracy in coverage.

* Analyze the reasons for cancellation requests, and aggressively collaborate to retain accounts. If unable, secures the Lost Policy Release and follows through with the policy cancellation.