Wednesday (Wendy) McGill
Bigfork,MT
Summary
Small Business Account manager with 16 years of excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Client Manager
Willis Towers Watson
04.2022 - Current
- Responsible to manage and retain Select accounts as determined by revenue, industry, coverage needs, and other factors
- Scheduling of internal and external strategy meetings and documenting and socializing outcomes of the meeting
- Review, finalization, and delivery of current and expiring exposures
- Work with multiple key parties (both internal and external) to request and gather updated exposures and underwriting information
- Obtain updated client exposure documentation and perform needs and gap analysis to ensure appropriate coverages are applied
- Manage process delivery to ensure any legal and/or compliance needs are met
- Responsible for completion of client proposals and other client deliverables
- Uses experience and expertise to contribute to ongoing process improvement activities
- Partnership with peers and resources in domestic service centers
Small Business Commercial Account Manager
PayneWest Insurance
01.2007 - 04.2022
- April 2007 attained Property & Casualty Insurance License in Montana.
- Manage book of 700 plus clients in Small Business department.
- When needed, assist with managing second book of business.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Met with customers to provide information about available products and policies.
- Conducted annual reviews of existing policies to update information.
- Take walk-ins or calls for new business, produces quotes from qualifying carriers and present them to client.
- Maintained energy and enthusiasm in fast-paced environment.
Flood Claims Adjustor
WaterStreet Company
09.2005 - 01.2007
- Answered customer questions regarding deductibles.
- Prepared summaries of damage, payments and policy coverage.
- Examined claims forms and other records to determine insurance coverage.
- Verified insurance claims and determined fair amount for settlement.
- Evaluated insurance policies and analyzed damages to determine coverage.
Education
2 Years - Organizational Management Program
Whitworth University
Spokane, WAHigh School Diploma -
Coeur D' Alene High School
Coeur D' Alene, ID06.1984
Skills
- Time Management
- Insurance Coverage Verification
- Verbal and Written Communication
- Service-Oriented
- Property and Casualty Insurance Sales
- Customer Account Review
- Relationship Building
- Organization and Time Management
- Microsoft Teams
- Microsoft Office
- Applied EPIC
Certification
- Property & Casualty Insurance License
- CISR - Certified Insurance Service Representative Designation
- AINS - Associate in Insurance Designation
- SBCS - Small Business Coverage Specialist Designation
Timeline
Client Manager
Willis Towers Watson
04.2022 - Current
Small Business Commercial Account Manager
PayneWest Insurance
01.2007 - 04.2022
Flood Claims Adjustor
WaterStreet Company
09.2005 - 01.2007
2 Years - Organizational Management Program
Whitworth University
High School Diploma -
Coeur D' Alene High School