Stefanie Strait-Cutler
Inverness,FL
Summary
Accomplished Commercial Insurance Account Manager with a proven track record at Acentria Insurance, showcasing exceptional insurance product knowledge and outstanding leadership skills. Excelled in developing marketing strategies and fostering strong client/carrier relationships, significantly enhancing client satisfaction and team efficiency. Expert in leveraging organizational abilities and negotiation skills to deliver results.
Overview
29
29
years of professional experience
Work History
Commercial Insurance Account Manager
Acentria Insurance
01.2017 - Current
- Gathers data from client: application, exhibits, narratives, and loss runs
- Works independently of Producers on placement of risk
- Works with the team to develop marketing strategy and may submit to the market
- Prepares new/renewal proposals
- Attends marketing and carrier meetings and coordinates client meetings and strategy meetings
- Monitors and updates open items checklists/timelines
- Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
- Reviews contracts, recommends carrier transfer, and checks for compliance
- Identifies new exposures and develops cross-sell opportunities
- Analyzes client data to determine client needs
- Answers underwriting questions and helps negotiate pricing and products
- Primary contact with the client, besides the producer
- Uses independent judgment to conceptualize solutions for client needs
- Ability to build good working relationships with clients and team members to work as part of a team
Dream Maker-Floral H/H Customer Service Specialist
Disney Floral and Gifts/Walt Disney World Resorts
01.2020 - 01.2022
- Engaged with Guests exploring ideas their desired for retail floral and gift purchase
- Provided recommendations and direction for a magical gift delivery at Walt Disney World
- Maintained discretion and guest confidentiality.
- Helped guest complete online and phone purchases
- Assisted guests by providing comprehensive information about in room celebrations, floral arrangements, and gift basket selections for delivery.
- Navigated between multiple computer applications including Flora Magic, Zendesk, Lelo, and Alcarte.
- Provided guest service when problems arose with a solution.
- Met required department expectations and efficiency goals.
- Handled escalated calls calmly, finding resolutions that satisfied both the company and the customer''s needs.
- Managed high call volume while maintaining a courteous and professional demeanor.
Registration/Supervisor Patient Access
HCA Hospital Citrus Campas
07.2008 - 05.2017
- Responsible for providing feedback on daily operations to Patient Access Director
- Assisted staff in performing daily duties necessary to ensure staff compliance with department policies
- Created staff schedules, maintained adequate staffing compliant within organizations budget needs.
- Collected and entered patient demographic and insurance data into computer database to establish patient's medical record.
- Explained estimated cost for medical treatment and answered questions to promote good understanding of proposed services.
- Received patient deductibles, co-pay amounts and discussed options to satisfy remainder of patient financial obligations.
- Utilized knowledge of electronic medical record systems and medical terminology to perform diverse data entry tasks.
- Attended weekly facility meetings to discuss department issues and obtain updated policies and procedures.
- Secured patient information and confidential medical records in compliance with HIPPA privacy rule standards to pr
- Conducted regular audits of registration records to identify areas for improvement and implement corrective actions as needed to protect patients privacy.
- QA staff work and statistics for claim errors to facilitate smooth billing processing.
- Increased patient satisfaction scores with improved communication and timely service.
- Improved data accuracy by regularly reviewing reports and collaborating with IT department on system enhancements.
- Implemented quality control measures to minimize errors and maintain compliance with regulatory standards.
- Facilitated communication between departments regarding patient registrations, improving interdisciplinary collaboration and reducing delays in care delivery.
Owner/Manager of Operations/Head Floral Designer
Fabulous Flowers Gifts and Event Services
02.2003 - 08.2013
- Managed day-to-day business operations for retail florist and gift shop.
- Development of sales both in person and over the phone.
- Head designer responsible for preparing various floral arrangements, including potted plants and bouquets based on customer requests.
- Transported and set up floral arrangements for large-scale functions, comprising of weddings, funeral, banquets and special occasions.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Training and education of staff.
- Organized all deliveries and routes.
- Maintained inventory, fresh floral, hard goods, and supplies.
- Participated in company planning and goals. Research latest design trends, colors, and vendor products.
- Managed vendor and marketing relationships.
- Created inside and outside displays.
- Conducted all bridal and event consultations.
- Cashiering and balancing end of the day transactions.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
Floral Manager/ Head Floral Designer
Flowers by Barbara
12.1995 - 01.2003
- Managed daily operations and staff.
- Ordered daily floral product and supplies.
- Unloaded merchandise off trucks.
- Cleaned and maintained fresh flower inventory.
- Head floral designer. Arranged floral arrangements, wedding bouquets, funeral arrangements and live plants.
- Assisted customers with floral selections and gift merchandise. Both in person and over the phone.
- Created product and window displays.
- Over saw proper pricing of arrangements and signage.
- Routed deliveries.
- Open and closing daily sales.
- Cashiering
- Trained employees on customer order taking and basic floral arranging.
- Coordinated delivery logistics for large orders, optimizing routes to maximize timeliness without sacrificing product quality.
Education
Certificate of Completion - Post -Crisis Hospitality Management Certification
University of South Florida
Tampa, FL12.2020
Associate of Science - Meeting And Event Planning
Ashworth Coll
Norcross, GA11.2018
Licensed 440 Certified Insurance Rep (CIR) - Personal And Commercial Lines Insurance
Florida College of Insurance
Orlando, FL11.2017
Associate of Science - Marketing Management
College of Central Florida
Ocala, FL05.2003
Skills
- Insurance product knowledge
- Strong negotiation skills
- Decision-making capabilities
- Organizational abilities
- Strong written and verbal skills
- Computer Data Proficiency
- Microsoft applications proficiency
- Self Motivated and flexible
- Great problem solver
- Strong verbal and written skills
- Outstanding leadership skills
- Team Management
Disney Parks Nerd. Animal Lover. Bass fisherman. Travel enthusiast
My love of Disney comes from my first visit in 1978 and family night in front of the TV watching Wonderful World of Disney.
I continue to enjoy the parks today as an Annual Pass Holder. I'm a dog mom of 2 beautiful dogs. A blue healer and a hound-pit bull mix. They are both the love of my life along with my bass loving husband. I tournament fished for many years with my husband and continue to enjoy the outdoors and everything water related. I enjoy travel and am trying to add more in my future. Life is so short and precious!
Timeline
Dream Maker-Floral H/H Customer Service Specialist
Disney Floral and Gifts/Walt Disney World Resorts
01.2020 - 01.2022
Commercial Insurance Account Manager
Acentria Insurance
01.2017 - Current
Registration/Supervisor Patient Access
HCA Hospital Citrus Campas
07.2008 - 05.2017
Owner/Manager of Operations/Head Floral Designer
Fabulous Flowers Gifts and Event Services
02.2003 - 08.2013
Floral Manager/ Head Floral Designer
Flowers by Barbara
12.1995 - 01.2003
Certificate of Completion - Post -Crisis Hospitality Management Certification
University of South Florida
Associate of Science - Meeting And Event Planning
Ashworth Coll
Licensed 440 Certified Insurance Rep (CIR) - Personal And Commercial Lines Insurance
Florida College of Insurance
Associate of Science - Marketing Management
College of Central Florida
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