Dynamic team player with a proven track record at Wyatt Insurance, adept in negotiation and interpersonal communication. Excelled in establishing robust client and carrier relationships, significantly enhancing insurance coverage solutions. Demonstrated leadership and management oversight, ensuring client satisfaction and operational efficiency. Skilled in leveraging relationships and fostering teamwork for superior project outcomes.
• Established and built customer and carrier relationships.
• Reviewed contracts and agreements for insurance coverage compliance and addressed coverage issues.
• Provided support in identifying client insurance needs, gaps in coverage and loss exposures.
• Recommended appropriate insurance coverage, managed timely production and delivery of renewal policies.
• Critically analyzed and compared insurance plans to determine suitability.
• Negotiated terms, pricing, and conditions with carriers.
• Prepared and maintained accurate summaries of insurance, schedules, and proposals.
• Served as a liaison between clients and carriers to resolve service issues and policy interpretation.
• Collaborated with Producers in policy review and delivery, met with clients occasionally and identified ways to improve client services.
• Contacted clients regarding outstanding receivables; invoiced clients; reviewed and accurately maintained accounting history.