Paula Burgess
Addis,LA
Overview
29
29
years of professional experience
Work History
Commercial Accounts Manager
Graystone Insurance Agency
04.2023 - Current
- Streamlined account management processes for improved efficiency and productivity.
- Managed a diverse portfolio of commercial clients across various industries, ensuring customized support based on unique needs.
- Increased client satisfaction by effectively managing commercial account portfolios and providing exceptional customer service.
- Negotiated favorable contract terms and conditions for clients, ensuring optimal outcomes.
- Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
- Maintained required data in agency management system to follow corporate guidelines.
- Negotiated rates to set up finance contracts.
- Processed cancellation requests from carriers and provided resolution to maintain financial equity.
- Reviewed audits of policies for accuracy to facilitate corrections between client and carrier.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
Account Manager
First Louisiana Insurance Agency/a Higginbotham Partner
04.2017 - 04.2023
- Confer with customers by telephone or in person to provide information about products or services, process quotes, write proposals, bind new business
- Keep records of customer interactions or transactions, recording details of inquiries, complaints or comments, as well as actions taken
- Make coverage changes, cancellations and renewals
- Determine charges for services requested, collect deposits or payments or arrange for financing and billing
- Contact customers annually to review coverages and remarket coverage if necessary
- Contact customers to follow-up on requirements from carriers.
Account Manager
WRIGHT & PERCEY INSURANCE
08.2009 - 08.2017
- Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts or obtain details of complaints
- Keep records of customer interactions or transactions, recording details of inquiries, complaints or comments, as well as actions taken
- Check to ensure appropriate changes were made to resolve customers' problems
- Determine charges for services requested, collect deposits or payments or arrange for billing
- Refer unresolved customer grievances to designated departments for further investigation
- Contact customers to response to inquiries or to notify them of claim investigation result or any planned adjustments.
CSR
LOBDELL INSURANCE SERVICES, LLC
07.2005 - 08.2009
- Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts or obtain details of complaints
- Keep records of customer interactions or transactions, recording details of inquiries, complaints or comments, as well as actions taken
- Check to ensure appropriate changes were made to resolve customers' problems
- Determine charges for services requested, collect deposits or payments or arrange for billing
- Refer unresolved customer grievances to designated departments for further investigation
- Contact customers to response to inquiries or to notify them of claim investigation result or any planned adjustments.
Premium Finance Underwriter
ASSURANCE LTD
01.1996 - 07.2005
- Correspond with insured or agent to obtain information or inform them account status or changes
- Review and verify data, such as age, name, address and principal sum and value of property on insurance applications and policies
- Collect initial premiums and issue receipts
- Modify, update and process existing policies and claims to reflect any change in beneficiary, amount of coverage or type of insurance
- Notify insurance agent and accounting department of policy cancellation
- Calculate premiums, refunds, commissions, adjustments and new reserve requirements and other company documents to determine if changes are needed and effect of changes
- Obtain computer printout of policy cancellations or retrieve cancellation cards form file.
Education
Skills
- Data-driven decision-making
- Client acquisition
- Relationship Management
- Influencing Others
Timeline
Commercial Accounts Manager
Graystone Insurance Agency
04.2023 - Current
Account Manager
First Louisiana Insurance Agency/a Higginbotham Partner
04.2017 - 04.2023
Account Manager
WRIGHT & PERCEY INSURANCE
08.2009 - 08.2017
CSR
LOBDELL INSURANCE SERVICES, LLC
07.2005 - 08.2009
Premium Finance Underwriter
ASSURANCE LTD
01.1996 - 07.2005
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