Devoted professional proactively and quickly identifies best course of action for given scenarios. Confident handling tasks independently and in teams with highly organized approach to work. Strong advocate for those in need and committed to providing best possible service.
Overview
23
23
years of professional experience
Work History
Client Advocate
Marsh McLennan Agency
03.2022 - Current
Worked with broker, underwriters and advisors on new business accounts and renewals
Delivered information to prospective clients on services offered, resulting in increased business opportunities.
Managed a book of business, tailoring advocacy strategies to suit individual needs and preferences.
Maintained high levels of client retention with personalized follow-up strategies.
Conducted regular account reviews to identify opportunities for additional services or support.
Enhanced client satisfaction by addressing concerns and providing timely solutions.
Served as a trusted advisor to both new and existing clients by staying up-to-date on industry news and best practices.
Developed and maintained accurate records of programs and services.
Client Coordinator
Marsh McLennan Agency
09.2021 - 03.2022
Supported team members with product and system knowledge.
Worked closely with account managers to assist with new business, renewals and endorsement requests.
Maintained detailed documentation of all client interactions, allowing for seamless handoffs between team members when necessary.
Enhanced client satisfaction by promptly addressing concerns and providing personalized solutions.
Claims Representative
HUB International Limited
09.2001 - 09.2021
Facilitate and submit insurance claims
Work as intermediary with insureds and carriers to settle insurance claims
Advocate for insureds in disputes and claim escalations
Work with Production team during prospecting and renewals to assist clients with claims.
Researched and analyzed complex claims to determine next steps and possible outcomes.
Worked productively in fast-moving work environment to process large volumes of claims.
Followed up with customers on unresolved issues.
Improved customer satisfaction by providing timely and accurate information on claim status and resolution.
Commercial Underwriter/Branch Auditor
Auto Owners Insurance Company
06.2004 - 09.2011
Review and analyze commercial insurance policies
Regular contact with insurance agents to determine if potential accounts meet company criteria
Quote and process new business applications
Calculate and process Work Comp, garage and liability audits.
Conducted comprehensive risk assessments for prospective clients, determining eligibility for insurance products based on established criteria.
Assisted in the development of underwriting guidelines, providing clear direction for assessing commercial risks.
Participated in ongoing professional development opportunities to remain current on best practices within the commercial underwriting field.