Shannon Newell

• Developed and maintained relationships with clients to ensure customer satisfaction.
• Reviewed client policies and identified areas of potential risk or coverage gaps.
• Prepared proposals for new business, renewals and endorsements.
• Developed and maintained communication with insured regarding proper exposures, policy administration, stewardship, risk control and underwriting data
• Worked closely with insured on-boarding new hire team regarding carrier required insurance documentation - MVR review, Workers' Compensation State required coverage
• Assist and mentor the insured with on-boarding client required construction certification companies: Veriforce, ISNetworld, Avetta
• Claims: Updating/Review of claim’s manual, review loss history and provide executive summary, claim submission, monitoring outstanding claim reserves vs paid
• Yearly EMOD review
• Participate in Carrier Audit’s
• Participate in Carrier inspection’s and carrier risk control recommendations
• Provide risk mitigation assistance Catastrophe Plan Design | Safety Program | Auto Fleet Program | Return To Work Program Design/Implementation
• Advise and mentor Insured on importance of Equipment | Vehicle | Driver | Property schedules to insure property coverage
• Assist and mentor insured regarding USDOT and TXDOT required filings and proper upkeep
• Analyz data from multiple carrier sources to create reports that informed decisions about policy changes or adjustments.
• Conduct account reviews to identify opportunities for additional revenue or cost savings.
• Provide insured documentation and recommendations regarding best practices for managing their commercial insurance needs.
• Ensure accuracy of all documentation including applications, invoices, certificates of insurance.
• Insured Subcontractors:

Proof Certificates of Insurance/Endorsements for all projects.

Review, mentor and provide a sample of a certificate of Insurance with regards to an Insured subcontractor insurance coverage based on the insured client project

Skills & Experience:

15 Years Experience in Insurance related work.

* Generalist specializing in Construction, Energy and Oil & Gas with multi coverage knowledge

Active and Valid Texas Property & Casualty Agent License for both Commercial and Personal

Bond and Contract knowledge

Excellent communication skills (written and oral) with attention to detail.

Ability to successfully engage and build strong relationships with cross-functional carrier underwriters and MGA'S

Strong analytical and problem-solving skills

Excellent organizational skills

• Provided basic necessary care packages and written encouragement to the men and women serving overseas without family involvement.