Wendy Kurtz, CLCS
Edina,MN
Summary
Experienced with managing commercial insurance accounts to ensure client satisfaction and compliance. Utilizing analytical skills to assess risk and develop effective insurance solutions. Track record of maintaining strong client relationships and deliver consistent, high-quality service.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Client Service Specialist II
Holmes Murphy
06.2023 - 12.2024
- Strengthened client relationships with timely follow-up and excellent customer service, leading to increased retention rates.
- Developed strong working relationships with carriers, fostering a network of resources and support for clients'' insurance needs.
- Contributed to team meetings aiming for continuous improvement in customer service.
- Trained new Client Service Specialist on best practices, policies and procedures.
Client Service Specialist
CSDZ/Holmes Murphy
02.2019 - 06.2023
- Review contracts and prepare certificates of insurance daily
- Order and process endorsements by checking coverages, invoice and update client management systems.
- Participate in renewal planning meetings with the service team.
- Generate renewal auto id cards and certificates of insurance in a timely manner
- Invoice agency bill transactions for new and renewal policies, monthly installments, endorsements and audits.
Account Manager
Corporate Four Insurance
06.2018 - 02.2019
- Managed daily insurance carrier and client interactions, customer calls and e-mail inquiries regarding renewals, claims, cancellations, billing, endorsement and certificate requests.
- Completed accord applications, retrieved loss runs and quotes from carriers.
- Processed agency billing for renewals, endorsements and audits.
- Assembled renewal books and reviewed policies for accuracy before delivery.
Assistant Account Representative
USI Insurance Formally Wells Fargo Insurance
05.2015 - 06.2018
- Managed customer calls from a queue and emails regarding policy changes, claims, certificate request and billing questions and transferred them to the appropriate agent or insurance carrier.
- Assisted Account Executives on creating a summary of insurance and filling out applications for upcoming renewals
- Daily interactions with insurance carrier to process policy changes and retrieve documents.
- Collaborated with other departments to address customer needs and service requests.
Skills
- Attention to detail
- Multitasking
- Effective communication
- Teamwork and collaboration
- Reliability
- Adaptability and flexibility
Certification
Property & Casualty Insurance License
Commercial Lines Coverage Specialist (CLCS)
Timeline
Client Service Specialist II
Holmes Murphy
06.2023 - 12.2024
Client Service Specialist
CSDZ/Holmes Murphy
02.2019 - 06.2023
Account Manager
Corporate Four Insurance
06.2018 - 02.2019
Assistant Account Representative
USI Insurance Formally Wells Fargo Insurance
05.2015 - 06.2018
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