Savanna Anderson

• Orders renewal policies, verifies them against proposals, and processes them in the Agency Management System.
• Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client.
• Follows up on new business submissions with carriers not managed by Risk Placement Specialists.
• Enters and rates policies in carrier websites and orders new policies as needed.
• Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.).
• Monitors payment status of direct bill policies to prevent cancellations and notifies the Account Manager if there is a risk of cancellation due to non-payment.
• Tracked claims, updating agency management system with activity, payments, and closures to maintain accurate records.
• Verifies audit accuracy, reviews with agency staff, bills audits, and sends audit review letter to clients.
• Obtained motor vehicle reports and loss runs.
• Reviewed incoming and outgoing mail to ensure timely distribution and processing.
• Ensured client inquiries were addressed promptly
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience
• . Performs other projects, duties, and tasks, as assigned.

• Serves as the main point of contact for the clients, addressing inquiries, providing guidance on appropriate coverage changes and contractual requirements, and educating clients on policy exclusions and exposures

• Partners in the strategic development of insurance plans tailored to client needs.

• Acts as a field underwriter and authorized representative of the insurance carriers to assess and bind coverage as appropriate.

• Strategically manages the remarketing of renewals to ensure high account retention rates.

• Oversees the preparation of client proposals, including submissions, loss evaluations, and risk analyses, ensuring timely and accurate quotations and policies. Communicates various billing and invoicing options.

• Prepared comprehensive summaries of insurance and schedules, producing binders, certificates, policies, endorsements, and related documents to meet client requirements.

• Assists clients in submitting first reports of claims by obtaining adjusters and/or arranging a visit from a member of the claims team. Facilitates the prompt response from carriers and their staff in order to expedite claim settlements.

• Conducts thorough policy reviews during renewals and audits, verifying accuracy and ensuring necessary corrections are executed.

• Proactively communicates significant audit discrepancies to clients and determines further action.
• Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company’s financial integrity.

• Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services.

• Recommends process improvements as needed.

• Identified and resolved complex client service issues, ensuring timely and effective solutions.

• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience

• Performs other projects, duties, and tasks, as assigned.

• Reduced response times for critical requests by optimizing tracking protocols and communication channels.
• Maintained clear communication with clients to ensure timely updates on insurance collateral status.
• Improved client satisfaction with thorough follow-ups and timely updates on tracked assets or individuals.
• Collaborated with team members to develop new strategies for tracking accuracy, minimizing errors in data collection.
• Conducted comprehensive training sessions for new employees, ensuring a solid understanding of tracking systems and procedures.
• Managed multiple simultaneous projects, prioritizing tasks according to urgency and importance while maintaining high-quality work standards.
• Streamlined workflows by identifying process inefficiencies and proposing improvements to enhance tracking accuracy.
• Provided exceptional customer service through clear communication, quick responses to inquiries, and proactive problem-solving measures.
• Built strong client relationships, fostering trust and loyalty through consistent service delivery and support.
• Demonstrated adaptability and resilience during periods of increased workload or tight deadlines, maintaining a high level of accuracy in all assigned tasks.

• Provided exceptional customer service through clear communication, quick responses to inquiries, and proactive problem-solving measures.
• Maintained constant clear communication with our clients, ensuring all requests, questions, and concerns are addressed accurately in a timely manner.
• Improved client satisfaction with thorough follow-ups and timely updates on tracked assets or individuals.
• Ensuring clients' collateral are tracking accurately and sufficient per the clients' standards and insurance compliance.
• Reduced response times for critical incidents by optimizing tracking protocols and communication channels.
• Collaborated with team members to develop new strategies for tracking accuracy, minimizing errors in data collection.
• Maintained detailed records of all tracked assets or individuals, allowing for easy retrieval and analysis when needed.
• Developed customized reports for clients, presenting relevant tracking data in an easily digestible format.
• Managed multiple simultaneous projects, prioritizing tasks according to urgency and importance while maintaining high-quality work standards.
• Fostered a collaborative work environment by sharing knowledge and mentoring junior staff members.
• Demonstrated adaptability and resilience during periods of increased workload or tight deadlines, maintaining a high level of accuracy in all assigned tasks.

• Outbound calling, to sell various types of insurance based on customers needs. Including life, fire, auto, property, and health insurance
• Explain features, advantages and disadvantages of various policies and endorsements to promote sale of insurance
• Responsible for profitable growth of the company and contributing in achieving the sales goals
• Assisting with life insurance and auto claims
• Provide quality customer service
• Interpreted clients' needs and introduced services to fit specific requirements.
• Build relationships with customers for future prospecting
• Updates job knowledge by participating in educational activities offered by State Farm
• Normal clerical duties including filing, faxing, and scanning documents into computer files.

• Meeting monthly sales quotas
• Exceeding company standards with collections
• Receive inventory weekly
• Maintain a clean sales floor including price points, price tagging, and weekly inventory
• Handling all customer needs from merchandise service issues, bill pay, sales, and complaints
• Assisting on deliveries and repossession
• Filing and maintaining daily paperwork for monthly audits
• Handling large sums of money for bank deposits
• Opening and closing store daily
• Advertising any specials or deals we provide to promote company
• Provide a safe work environment by promoting safe lifting, cleaning chemical knowledge, and daily inspections of work trucks
• Attended safety meetings in Lafayette, La every 6 weeks at our home office to continue safe work environment

Accomplishments:

• Fast promotions based solely on performance and dedication
• I was a member of the company’s safety committee hand picked by home office representatives
• Helped open our newest location in Ruston, La within my first year of employment
• My store won “ top store of the year 2018” based on sales and collections out of 33 stores.

• Provided fast friendly service to all patrons
• Maintained customer satisfaction with timely table check-ins to assess food and beverage needs.
• Maintaining amazing customer service while multi tasking
• Greeted new customers, discussed specials and took drink orders.
• Ensuring all foods were cooked to correct temperatures before serving
• Input of multiple orders in our POS system and closing tabs giving correct change.
• Kept server areas clean and stocked to increase efficiency while working tables.
• Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness.
• Opening and closing restaurant
• Displayed enthusiasm and promoted excellent service to customers

• General office administration including filing, faxing and scheduling
• Managed records for office
• Checked and processed client account information
• Provided excellent customer service.
• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
• Executed record filing system to improve document organization and management.
• Scheduled office meetings and client appointments for staff teams.