Summary
Overview
Work History
Education
Licenses / designations
Timeline
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ROSETTA COLEMAN

Harrisburg,PA

Summary

Motivated Account Manager with a proven track record of delivering exemplary client satisfaction, fostering superior relationship building, and driving new business development.

Overview

8
8
years of professional experience

Work History

Claims Analyst

Lamb Insurance Services
05.2024 - Current
  • Managed high-volume caseloads, prioritizing tasks to ensure timely completion of all claims.
  • Maintained compliance with industry regulations and company policies while managing sensitive client information and claims records.
  • Enhanced customer satisfaction by resolving complex claims issues in a timely manner.
  • Interacted with clients and employees, which helped cultivate positive working relationships.
  • EPIC Management System and other carrier sites

ACCOUNT MANAGER

VIRTUS,LLC
06.2023 - 05.2024
  • Risk Mitigation and Renewal Negotiation (Small and Mid Markets)
  • Rating, Marketing, Submissions
  • Account Reconciliation for Receivables Management,
  • Consult on rating tools and mitigating Mod/Risk Factors
  • Managed 4 (Client Account Specialist)
  • $700K in Revenue (Habitation one offs)
  • AMS360 Management System, People Share

ACCOUNT MANAGER

ODELL STUDNER GROUP, LLC
09.2021 - 06.2023
  • Risk Mitigation and Renewal Negotiations, Rating and Marketing;
  • Obtain quotes and prepare submissions, proposals and binders, Invoicing/Billing - Account Reconciliation for Receivables Management,
  • Process Policies, Audits and Endorsements, Consult insureds on proper rating tools and decreasing Modification Factor/Risk Factors
  • Implemented strategies to increase revenue from existing accounts through upselling and cross-selling initiatives.
  • EPIC Management System

ACCOUNT ANALYST / TECHNICAL ASSISTANT

CONNER STRONG & BUCKELEW
08.2018 - 09.2021
  • Contributed valuable input during meetings where key decisions were made about future business direction related specifically towards managing various aspects tied directly into accounts being analyzed regularly for changes in financial health.
  • Process Certificates of Insurance
  • Invoicing/Billing - Account Reconciliation for Receivables Management,
  • Process Policies, Audits and Endorsements
  • Participated in Renewal and Tracker Meetings
  • Interacted professionally with clear, intentional communication and set appropriate expectations on timeline of deliverables.
  • Management systems Sagitta, ImageRight

ACCOUNT MANAGER

FERRANDINO & SON
06.2017 - 06.2018
  • Managed client retention and cross-sales for a $2 million book of business
  • Drafted service proposals via Clients' respective applications,
  • Cultivated relationships with existing and new clients and key stakeholders
  • Incorporated technology to streamline workflows and turnaround times
  • Excellent oral and written communication with internal and external customers
  • Worked with a team to coordinate on shared documents and group projects

Education

BACHELOR OF SCIENCE AND MANAGEMENT - Innovative Leadership

University of Phoenix
Tempe, AZ
12.2018

Licenses / designations

  • Property and Casualty License
  • ARM, In Progress

Timeline

Claims Analyst

Lamb Insurance Services
05.2024 - Current

ACCOUNT MANAGER

VIRTUS,LLC
06.2023 - 05.2024

ACCOUNT MANAGER

ODELL STUDNER GROUP, LLC
09.2021 - 06.2023

ACCOUNT ANALYST / TECHNICAL ASSISTANT

CONNER STRONG & BUCKELEW
08.2018 - 09.2021

ACCOUNT MANAGER

FERRANDINO & SON
06.2017 - 06.2018

BACHELOR OF SCIENCE AND MANAGEMENT - Innovative Leadership

University of Phoenix

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ROSETTA COLEMAN