Catherine Griffin, CISR
Account Manager, Commercial Lines at Risk & Insurance Consultants, Inc.- Claim this Profile
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English Full professional proficiency
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Polish Native or bilingual proficiency
Topline Score
Bio
Credentials
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Georgia Insurance License
State of Georgia -
Non-Resident Agent in AL, FL, IN, MD, NC, OH, OR, SC, TN, TX
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Experience
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Risk & Insurance Consultants, Inc.
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United States
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Insurance
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1 - 100 Employee
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Account Manager, Commercial Lines
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Oct 2018 - Present
Manages a large, middle market book of business. Informs and educates clients about policy coverage, changes, exclusions and insurance needs Pre-qualifies and analyzes prospective business clients according to agency standards Prepares, completes and submits applications to carriers; develops summaries, proposals and provides technical support in coordination with Producer(s); and responsible for follow-up with carriers and clients Reviews policies and all documentation for accuracy and quality standards Assists clients with coverage changes, certificate requests, binders and endorsements; uses each contact as an opportunity to review needs and cross-sell appropriate services Responsible for existing client account review and renewal process including client contact, remarketing and proposals Actively seeks referrals from current clients and utilizes internal database to generate new businesses Cross-sells additional business services and refers clients to personal and financial services teams Manages non-renewals and cancellation requests in order to retain business where appropriate Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance In-depth knowledge of current computer system functions, input procedures, codes and how to perform technical tasks to expedite client service
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USI Insurance Services
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United States
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Insurance
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700 & Above Employee
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Assistant Account Manager, Surety - Commercial Lines
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Oct 2016 - Nov 2021
Manage day to day servicing & invoicing of the company's Surety Program Execute bid, P/P and other bonds Prepare/execute riders, continuation certificates Prepare submissions on bond requests Process bonds and other paperwork associated with contract and commercial bonds Develop positive relationships with the surety markets and clients Manage day to day servicing & invoicing of the company's Surety Program Execute bid, P/P and other bonds Prepare/execute riders, continuation certificates Prepare submissions on bond requests Process bonds and other paperwork associated with contract and commercial bonds Develop positive relationships with the surety markets and clients
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Taylor English Duma LLP
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United States
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Law Practice
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100 - 200 Employee
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Operations Assistant
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May 2008 - Jan 2016
Assist the Director of Operations in all day to day activities of the firm Assist the Director of Operations in all day to day activities of the firm
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Education
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Dalhousie University
Bachelor of Commerce (B.Com.), Business, Management, Marketing -
Durham College
Business Administration and Management