Commercial Lines Account Manager

• Oct 2023 - Present

Producing Account Executive

• Jun 2022 - Oct 2023

-Responsible for the end-to-end client service process for an assigned book of business, specializing in lawyers’ professional liability and cyber liability insurance. -Interpret policy language, identify risks and assist clients with all aspects of their commercial insurance policies. -Respond to client service needs including policy changes, billing, claims and coverage solutions in a timely manner. -Lead accounts through the renewal process. -Markets accounts through insurance carriers and wholesalers as needed. -Utilize agency management system for daily activities, documentation and other duties as assigned. -Quote new business. Show less

Commercial Lines Account Executive

• Nov 2020 - May 2022

-Responsible for the management and retention of risks for assigned book of business. -Establish, cultivate and maintain the customer relationship at multiple levels, serving as a trusted business advisor to assigned clients. -Responsible for the end to end client service process by marketing, updating system with final required documents in a timely fashion. -Lead accounts through the renewal process. -Market accounts through insurance carriers and wholesalers as needed. -Adhere to Commercial Lines Best Practices - including written confirmation of new and renewal binding, evidence of coverage, changes to coverage and other related items. -Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier. Show less

Commercial Lines Account Specialist

• Jun 2017 - Oct 2020

-Responsible for performing administrative and technical tasks, including issuing certificates of insurance and auto ID cards. - Checking policies for accuracy on assigned accounts. -Preparing binders for clients. -Submitting and processing change requests. -Maintaining files on agency systems in adherence with internal policies and procedures. -Responsible for performing administrative and technical tasks, including issuing certificates of insurance and auto ID cards. - Checking policies for accuracy on assigned accounts. -Preparing binders for clients. -Submitting and processing change requests. -Maintaining files on agency systems in adherence with internal policies and procedures.

Account Manager

• Oct 2014 - Jun 2017

-Accountable for the execution of new business and add issue on all cases while ensuring business partners complete requirements for the sold case process.-Responsible for understanding contract provisions, eligibility rules, plan designs, and account structure.-Educating clients on plan administration.-Collaborating with sales representatives, brokers and clients to collect sold case data for installation in booklet, billing and underwriting systems.-Interacting with internal contacts in claims, billing, underwriting, medical underwriting and sales to ensure deliverables are met ahead of time.-Actively supporting business growth by partnering with sales and pursuing opportunities to add lines of coverage.-Managing renewal discussions for assigned book of business.-Supporting ongoing enrollment activities. Show less

Compliance Specialist

• May 2011 - Sep 2014

-Providing compliance subject matter expertise into a large scale group benefits contract filing project.-Analyzing contract output against filed forms to identify defects and drive resolution during contract conversion.-Implementing issue requirements for use by internal business partners.-Exhibiting attention to detail, ability to independently manage workload and meet project deadlines while working in a highly visible and detail oriented project environment.

Long Term Disability Ability Analyst

• Jan 2010 - May 2011

-Communicated with claimants, physicians, account managers and employers to gather information and clarify benefits.-Evaluated claim facts in the context of the insurance contract to make initial decisions and manage ongoing cases.-Partnered with medical case managers and vocational rehabilitation consultants to analyze complex medical information and functional abilities of claimants -Displayed proactive customer service skills.

Benefit Specialist

• Sep 2007 - Jan 2010

-Processed case implementation and contract creation in designated time frames.-Collaborated with business partners in underwriting, compliance, and sales to ensure accuracy of deliverables.-Exceeded productivity, quality, and service level standards for deliverables.-Mentored new hires.