Sheryl Watkins

• Handle a $4,000,000 premium book in Commercial Middle/Large market.
• Agency Management System is Epic. Trained when we did the conversion for this branch
• Market, propose, bind and service the account. Set up master Certificate for the service team and send any claims to the claims department.

• Middle/Large Accounts team.
• Prepared accounts for market, created proposals, would present with some clients.
• Bound coverage with the markets,updated Nexsure which was our agency management system.
• Bill insureds, check policies and handle any endorsements.

• Commercial Middle/Large marketing team.
• Worked on a book of business for the Life Science team marketing and servicing the clients.
• Our management system was Sagitta and Image Right.
• I also helped in the Rating Department when she would get behind. Rating New business with the Carrier websites.
• We also had a producer that specialized in Habitational and I assisted him with those accounts.
• Marketed, Proposed, updated management system, billed, certificates and processed policies.

Davis-Poston was purchased by Arthur J Gallagher. We specialized in Apartment Complexes.

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• Enhanced customer satisfaction by efficiently addressing and resolving their concerns and inquiries.
• Supported peers through knowledge sharing, collaboration efforts resulting in an enhanced team dynamic and heightened productivity levels.
• I was assigned to a group of producer and handled all their new and renewal business.
• We did not have support staff so we did it all from Certificates to Claims.