April McGhee
Account Technician at Yates Insurance Agency- Claim this Profile
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Bio
Credentials
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Certified Insurance Consultant License (Property & Casualty), Individual
State of Georgia
Experience
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Yates Insurance Agency
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Insurance
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1 - 100 Employee
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Account Technician
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2017 - Present
✅Support an assigned book of business, meeting all performance requirements regarding production, quality, service, and ensuring that no liability associated with errors and omissions occur. ✅Review insurance contracts and specifications to meet client’s certificate and ensure all new and renewal insurance policies are processed accurately and in a timely manner. ✅Successfully issue on average 80 Certificates of Insurance per week for construction company clientele located within Georgia as well as national accounts. ✅Order motor vehicle reports to ensure satisfactory driving records for drivers on automobile policies. Show less
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EPIC Insurance Brokers & Consultants
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United States
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Insurance
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700 & Above Employee
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Customer Service Representative
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Sep 2014 - 2017
✅Supported account managers with a book of business containing 100+ local and national accounts; completed various procedures such as renewals, loss specifications and audits on accounts. ✅Tracked and obtained outstanding order / requests such as endorsements and order tracking; performed orders for loss information and prepared loss summaries. ✅Responded to client inquiries on a variety of insurance matters and communicated with insurance carriers and client representatives routinely. ✅Prepared Proposals of Insurance, Confirmation of Coverage, and issued Certificates of Insurance. Show less
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Account Technician
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Jul 2012 - Aug 2014
✅Leveraged a wide range of commercial lines account management skills, including but not limited to: customer service, account management and sales to support commercial accounts. ✅Ordered loss information and prepared loss summaries in preparation for marketing and issued on average 80 Certificates of Insurance per week. ✅Supported small and large commercial accounts and utilized a strong understanding of the underwriting process including new and renewal business to meet client’s certificate needs. Show less
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McGriff, Seibels & Williams
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United States
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Insurance
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Assisant Account Manger
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Jun 2009 - Jul 2012
✅Supported and assisted account manager with various procedures such as renewals, loss specifications, and audits. ✅Renewed existing business and meet production goals in tandem with Producers as jointly established within agency guidelines. Developed and expanded coverage lines to existing accounts. ✅Obtained and followed up on information concerning underwriting, claims, and other areas as reasonably; issued Certificates of Insurance upon request and responded to billing/collection inquiries Show less
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Palmer & Cay
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United States
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Insurance
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1 - 100 Employee
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Assistant Account Manager
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2003 - 2005
✅Partnered with Account Managers and assisted them with various account servicing procedures including client renewals, loss specifications, and insurance audits. ✅Communicated with clients, insurance carriers, representatives, and underwriters, responding to billing, audit, and collection questions and inquiries. ✅Provided Certificates of Insurance to clients upon request and processed endorsements, auto identification cards, correspondence, Evidence of Property, etc. ✅Documented and maintained client information, including insured and marketing files per insurance specifications. Show less
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Education
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University of South Florida
Bachelor’s Degree, Mass Communication/Media Studies
Community
