Patricia Herron

Bladensburg,OH

Summary

Bringing forth a motivated attitude and a variety of powerful skills. Adept in various social media platforms and office technology programs. Committed to utilizing my skills to further the mission of a company. Dedicated Customer Service Representative dedicated to providing quality care for ultimate customer satisfaction. Proven ability to establish and maintain excellent communication and relationships with clients. Adept in general accounting and finance transactions. Excellent time management skills combined with a superior knowledge of the customer service industry. Bringing a combination of 22 years on the company side working as an Underwriter with various companies including, Allied/Nationwide Insurance, State Auto, Indiana Lumbermen's, Indiana Insurance and starting with USF&G Underwriter Trainee Program in 1987.. and 15 years on the agency side as a Producer, Office Manager and Servicing Representative.

Overview

years of professional experience

Certification

Work History

Client Service Manager-Real Estate

Hylant

09.2024 - Current

Developed client relationships to enhance service delivery and satisfaction.
Implemented strategic initiatives to streamline operations and improve efficiency.
Led cross-functional teams to address complex client needs and deliver tailored solutions.
Mentored junior staff in best practices for client engagement and service excellence.
Analyzed client feedback to identify trends and recommend improvements in services offered.
Collaborated with internal departments to ensure seamless execution of client projects.
Managed conflict resolution processes, fostering positive outcomes for clients and stakeholders.
Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
Developed new employees and on-going performance assessment of current employees.
Resolved escalated issues with professionalism, maintaining client trust and safeguarding the company''s reputation.
Mentored departmental team, boosting efficiency, success and morale among employees.
Delivered outstanding service to clients to maintain and extend relationships for future business opportunities.
Established open lines of communication among team members through regular meetings that fostered collaboration towards shared goals.
Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
Achieved high staff morale and retention through effective communication, prompt problem resolution, proactive supervisory practices and facilitation of proactive work environment.

Client Manager

Baldwin Group

01.2024 - Current

Maintain client files in Agency Management System accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.
Capable of performing accounting/math related functions including invoicing, premium allocation and other tasks as necessary. Monitor claims as outlined by agency procedures, attend client meetings with the Advisor or Director Risk Management when requested for the Commercial Real Estate Team. Assist co-workers in responding to client accounts including, but not limited to policy review, changes and updates, contract review for certificates processing, preparing renewal documents and working with Fannie Mae Lending for Certificate Compliance. Average account size $100,000 revenue. Licensed with Standard companies such as Hartford, Westfield, Chubb, Auto Owners, Travelers, Cincinnati, CNA, Frankenmuth, Liberty Mutual, Selective Flood and Brokers include RT Speciality. Epic Management System. Remote Position. Lines of Business include Excess Property, Excess Umbrella, Umbrella, Property, Automobile, Cyber Liability, Terrorism, Flood and Builders Risk. Adept in various company rating programs, such as Auto Owners Westfield, Travelers, Hartford and Cincinnati.

Commercial Lines Account Manager

Leavitt Midwest Group

11.2020 - 01.2024

Responsible for both Marketing and Renewing Commercial accounts for Condominium Associations, Commercial Real Estate, and General Business including Artician Contractors. Analyzed customer's complaints and recommended solutions. Communicate changes or adjustment in policies to clients. Forward and file claims to the appropriate department for handling and investigation. Lines of business include, Flood, Umbrella, Property, Auto, General Liability, Bonds, and Cyber Liability. Maintain strong clientele relationship with customers.

Commercial Account Manager

Insurance Circle

09.2017 - 11.2020

Responsible for all Commercial Lines functions of the agency that included writing new business or referring customers to the Producers, Issuing contractor Bonds and servicing Contractors. Types of clients included Restaurants, Business Owner Accounts and Vendors or various food operations.

Education

Bachelor of Science - Retailing - Marketing

Miami University

Oxford, OH

05.1985

Skills

Excel
Applied
Epic
Word

AMS
360
Indio